IWM
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Iams Wealth Management’s AT&T T Stock Holding History

Iams Wealth Management’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
Q2 		$464K Buy
22,408
+7,657
+52% +$190K 0.14% 149
2026
Q1 		$428K Buy
14,751
+1,102
+8% +$29.4K 0.15% 148
2025
Q4 		$339K Buy
13,649
+5,365
+65% +$136K 0.12% 155
2025
Q3 		$234K Buy
+8,284
New +$235K 0.09% 170

Other funds holding T

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Iams Wealth Management's T Position: Q2 2026 in Review

Iams Wealth Management increased its AT&T (T) stake by 52% in Q2 2026, buying an estimated $190K and bringing the position to 22,408 shares worth $464K. The position accounts for 0.14% of the portfolio, ranked #149.

Iams Wealth Management first reported a position in T in Q3 2025 and has held it in 4 quarters since. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Iams Wealth Management held 22,408 shares of AT&T worth $464K as of Q2 2026.
  • Iams Wealth Management bought 7,657 AT&T shares in Q2 2026, an estimated $190K.
  • AT&T made up 0.14% of Iams Wealth Management's portfolio in Q2 2026, its #149 holding.
  • Iams Wealth Management first reported a position in AT&T in Q3 2025 and has held it in 4 quarters since.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.