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IAG Wealth Partners’s AT&T T Stock Holding History

IAG Wealth Partners’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 		$167K Hold
5,762
– – 0.02% 131
2025
Q4 		$143K Hold
5,762
– – 0.02% 134
2025
Q3 		$163K Sell
5,762
-256
-4% -$7.27K 0.02% 131
2025
Q2 		$174K Sell
6,018
-32
-0.5% -$882 0.02% 117
2025
Q1 		$171K Buy
6,050
+32
+0.5% +$805 0.03% 112
2024
Q4 		$137K Sell
6,018
-88
-1% -$1.98K 0.02% 114
2024
Q3 		$134K Buy
6,106
+1,853
+44% +$36.9K 0.02% 110
2024
Q2 		$81.3K Buy
4,253
+56
+1% +$974 0.02% 136
2024
Q1 		$73.9K Buy
4,197
+3,312
+374% +$56.6K 0.02% 138
2023
Q4 		$14.8K Sell
885
-578
-40% -$9.13K ﹤0.01% 268
2023
Q3 		$22K Sell
1,463
-368
-20% -$5.39K 0.01% 218
2023
Q2 		$29.2K Sell
1,831
-1,453
-44% -$24.7K 0.01% 204
2023
Q1 		$63.2K Sell
3,284
-465
-12% -$8.89K 0.02% 128
2022
Q4 		$69K Buy
3,749
+7
+0.2% +$125 0.02% 119
2022
Q3 		$57K Buy
3,742
+1,812
+94% +$33K 0.02% 115
2022
Q2 		$40K Sell
1,930
-617
-24% -$12.3K 0.01% 146
2022
Q1 		$45K Buy
2,547
+13
+0.5% +$241 0.01% 149
2021
Q4 		$47K Sell
2,534
-213
-8% -$3.98K 0.02% 142
2021
Q3 		$57K Sell
2,747
-2,811
-51% -$59.1K 0.02% 118
2021
Q2 		$121K Sell
5,558
-580
-9% -$13.2K 0.04% 71
2021
Q1 		$141K Buy
6,138
+598
+11% +$13.2K 0.05% 61
2020
Q4 		$121K Buy
5,540
+11
+0.2% +$237 0.05% 67
2020
Q3 		$120K Sell
5,529
-79
-1% -$1.76K 0.06% 65
2020
Q2 		$129K Buy
5,608
+7
+0.1% +$159 0.06% 63
2020
Q1 		$124K Buy
5,601
+7
+0.1% +$191 0.08% 59
2019
Q4 		$166K Buy
+5,594
New +$162K 0.11% 49

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

IAG Wealth Partners's T Position: Q1 2026 in Review

IAG Wealth Partners held its AT&T (T) position steady in Q1 2026 at 5,762 shares worth $167K. The position accounts for 0.02% of the portfolio, ranked #131.

IAG Wealth Partners first reported a position in T in Q4 2019 and has held it in 26 quarters since. The position peaked at $174K in Q2 2025. 2,964 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • IAG Wealth Partners held 5,762 shares of AT&T worth $167K as of Q1 2026.
  • IAG Wealth Partners left its AT&T share count unchanged in Q1 2026.
  • AT&T made up 0.02% of IAG Wealth Partners's portfolio in Q1 2026, its #131 holding.
  • IAG Wealth Partners first reported a position in AT&T in Q4 2019 and has held it in 26 quarters since.
  • IAG Wealth Partners's AT&T position peaked at $174K in Q2 2025.
  • 2,964 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.