J. Safra Asset Management’s AT&T T Stock Holding History

J. Safra Asset 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 Q1	$152K	Sell	5,242 -126	-2%	-$3.37K	0.01%	230
2025 Q4	$133K	Sell	5,368 -21,216	-80%	-$537K	0.01%	233
2025 Q3	$751K	Buy	26,584 +8,519	+47%	+$242K	0.05%	86
2025 Q2	$523K	Buy	+18,065	New	+$498K	0.04%	93
2022 Q2	–	Sell	-25	Closed	–	–	133
2022 Q1	$0	Buy	+25	New	+$463	﹤0.01%	135
2016 Q4	–	Sell	-1,687	Closed	-$52K	–	125
2016 Q3	$52K	Sell	1,687 -496	-23%	-$15.7K	0.09%	52
2016 Q2	$71K	Sell	2,183 -8,478	-80%	-$252K	0.12%	78
2016 Q1	$315K	Buy	+10,661	New	+$295K	0.26%	85

Other funds holding T

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

J. Safra Asset Management's T Position: Q1 2026 in Review

J. Safra Asset Management reduced its AT&T (T) stake by 2.3% in Q1 2026, selling an estimated $3.37K and leaving 5,242 shares worth $152K. The position accounts for 0.01% of the portfolio, ranked #230.

J. Safra Asset Management first reported a position in T in Q1 2016 and has held it in 8 quarters since. The position peaked at $751K in Q3 2025. 2,963 funds tracked by Wall St. Rank hold T as of Q1 2026.

J. Safra Asset Management held 5,242 shares of AT&T worth $152K as of Q1 2026.
J. Safra Asset Management sold 126 AT&T shares in Q1 2026, an estimated $3.37K.
AT&T made up 0.01% of J. Safra Asset Management's portfolio in Q1 2026, its #230 holding.
J. Safra Asset Management first reported a position in AT&T in Q1 2016 and has held it in 8 quarters since.
J. Safra Asset Management's AT&T position peaked at $751K in Q3 2025.
2,963 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.