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High Net Worth Advisory Group’s AT&T T Stock Holding History

High Net Worth Advisory Group’s Portfolio T Stock Details T Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$297K Hold
10,230
– – 0.07% 197
2025
Q4 		$254K Sell
10,230
-63
-0.6% -$1.59K 0.06% 209
2025
Q3 		$291K Buy
10,293
+396
+4% +$11.2K 0.07% 186
2025
Q2 		$286K Hold
9,897
– – 0.08% 182
2025
Q1 		$280K Sell
9,897
-260
-3% -$6.54K 0.08% 178
2024
Q4 		$231K Sell
10,157
-2,205
-18% -$49.6K 0.06% 200
2024
Q3 		$272K Hold
12,362
– – 0.07% 184
2024
Q2 		$236K Hold
12,362
– – 0.07% 188
2024
Q1 		$218K Sell
12,362
-536
-4% -$9.15K 0.07% 198
2023
Q4 		$216K Sell
12,898
-1,000
-7% -$15.8K 0.08% 184
2023
Q3 		$209K Sell
13,898
-1,155
-8% -$16.9K 0.08% 181
2023
Q2 		$240K Buy
15,053
+1,200
+9% +$20.4K 0.09% 167
2023
Q1 		$267K Sell
13,853
-2,000
-13% -$38.2K 0.11% 154
2022
Q4 		$292K Sell
15,853
-2,550
-14% -$45.6K 0.11% 146
2022
Q3 		$282K Sell
18,403
-40
-0.2% -$728 0.12% 144
2022
Q2 		$387K Sell
18,443
-5,479
-23% -$109K 0.16% 120
2022
Q1 		$427K Buy
23,922
+695
+3% +$12.9K 0.16% 120
2021
Q4 		$432K Buy
+23,227
New +$434K 0.15% 123

Other funds holding T

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

High Net Worth Advisory Group's T Position: Q1 2026 in Review

High Net Worth Advisory Group held its AT&T (T) position steady in Q1 2026 at 10,230 shares worth $297K. The position accounts for 0.07% of the portfolio, ranked #197.

High Net Worth Advisory Group first reported a position in T in Q4 2021 and has held it in 18 quarters since. The position peaked at $432K in Q4 2021. 2,963 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • High Net Worth Advisory Group held 10,230 shares of AT&T worth $297K as of Q1 2026.
  • High Net Worth Advisory Group left its AT&T share count unchanged in Q1 2026.
  • AT&T made up 0.07% of High Net Worth Advisory Group's portfolio in Q1 2026, its #197 holding.
  • High Net Worth Advisory Group first reported a position in AT&T in Q4 2021 and has held it in 18 quarters since.
  • High Net Worth Advisory Group's AT&T position peaked at $432K in Q4 2021.
  • 2,963 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.