Intentional Wealth Strategies’s AT&T T Stock Holding History

Intentional Wealth Strategies’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	–	Sell	-5,373	Closed	-$156K	–	796
2026 Q1	$156K	Buy	+5,373	New	+$144K	0.15%	71

Other funds holding T

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Intentional Wealth Strategies's T Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of AT&T (T) in Q2 2026, closing a stake of 5,373 shares — an estimated $156K sold.

Intentional Wealth Strategies first reported a position in T in Q1 2026 and held it in 1 quarter. The position peaked at $156K in Q1 2026. 2,673 funds tracked by Wall St. Rank hold T as of Q2 2026.

Intentional Wealth Strategies reported no remaining AT&T position as of Q2 2026 after selling out during the quarter.
Intentional Wealth Strategies sold 5,373 AT&T shares in Q2 2026, an estimated $156K.
Intentional Wealth Strategies first reported a position in AT&T in Q1 2026 and held it in 1 quarter.
Intentional Wealth Strategies's AT&T position peaked at $156K in Q1 2026.
2,673 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.