JWM
T icon

Jeppson Wealth Management’s AT&T T Stock Holding History

Jeppson 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 		$4.01M Buy
193,795
+1,328
+0.7% +$33K 1.18% 17
2026
Q1 		$5.58M Sell
192,467
-2,601
-1% -$69.5K 1.75% 8
2025
Q4 		$4.85M Buy
195,068
+5,810
+3% +$147K 1.53% 12
2025
Q3 		$5.34M Sell
189,258
-4,562
-2% -$130K 1.7% 11
2025
Q2 		$5.61M Sell
193,820
-1,093
-0.6% -$30.1K 1.94% 11
2025
Q1 		$5.51M Sell
194,913
-2,636
-1% -$66.3K 2.02% 8
2024
Q4 		$4.5M Sell
197,549
-281
-0.1% -$6.32K 1.63% 11
2024
Q3 		$4.35M Sell
197,830
-1,654
-0.8% -$32.9K 1.56% 12
2024
Q2 		$3.81M Sell
199,484
-3,079
-2% -$53.5K 1.45% 12
2024
Q1 		$3.57M Sell
202,563
-3,990
-2% -$68.1K 1.38% 11
2023
Q4 		$3.47M Buy
206,553
+25,145
+14% +$397K 1.44% 11
2023
Q3 		$2.72M Buy
181,408
+45,444
+33% +$666K 1.25% 17
2023
Q2 		$2.17M Sell
135,964
-86,611
-39% -$1.48M 0.94% 23
2023
Q1 		$4.28M Sell
222,575
-8,610
-4% -$165K 1.87% 7
2022
Q4 		$4.26M Buy
231,185
+68,459
+42% +$1.23M 1.79% 6
2022
Q3 		$2.5M Buy
162,726
+52,377
+47% +$953K 1.13% 16
2022
Q2 		$2.31M Buy
110,349
+21,162
+24% +$422K 0.99% 20
2022
Q1 		$1.59M Buy
89,187
+4,819
+6% +$89.2K 0.74% 30
2021
Q4 		$1.57M Sell
84,368
-63,316
-43% -$1.18M 0.76% 25
2021
Q3 		$3.01M Buy
147,684
+22,101
+18% +$464K 1.57% 12
2021
Q2 		$2.73M Buy
125,583
+13,402
+12% +$305K 1.49% 13
2021
Q1 		$2.56M Sell
112,181
-11,466
-9% -$254K 1.52% 11
2020
Q4 		$2.69M Buy
123,647
+27,465
+29% +$592K 1.79% 9
2020
Q3 		$2.07M Buy
+96,182
New +$2.15M 1.62% 7

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

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

Jeppson Wealth Management increased its AT&T (T) stake by 0.69% in Q2 2026, buying an estimated $33K and bringing the position to 193,795 shares worth $4.01M. The position accounts for 1.18% of the portfolio, ranked #17.

Jeppson Wealth Management first reported a position in T in Q3 2020 and has held it in 24 quarters since. The position peaked at $5.61M in Q2 2025. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Jeppson Wealth Management held 193,795 shares of AT&T worth $4.01M as of Q2 2026.
  • Jeppson Wealth Management bought 1,328 AT&T shares in Q2 2026, an estimated $33K.
  • AT&T made up 1.18% of Jeppson Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Jeppson Wealth Management first reported a position in AT&T in Q3 2020 and has held it in 24 quarters since.
  • Jeppson Wealth Management's AT&T position peaked at $5.61M in Q2 2025.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.