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Journey Strategic Wealth’s AT&T T Stock Holding History

Journey Strategic Wealth’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 		$1.5M Buy
51,879
+7,468
+17% +$199K 0.04% 133
2025
Q4 		$1.1M Sell
44,411
-29,512
-40% -$747K 0.03% 161
2025
Q3 		$2.09M Sell
73,923
-1,202
-2% -$34.1K 0.06% 93
2025
Q2 		$2.17M Buy
75,125
+30,684
+69% +$846K 0.07% 82
2025
Q1 		$1.26M Buy
44,441
+2,405
+6% +$60.5K 0.04% 110
2024
Q4 		$957K Sell
42,036
-1,256
-3% -$28.3K 0.04% 130
2024
Q3 		$952K Buy
43,292
+4,589
+12% +$91.3K 0.03% 133
2024
Q2 		$740K Buy
38,703
+3,092
+9% +$53.8K 0.03% 120
2024
Q1 		$627K Buy
35,611
+10,231
+40% +$175K 0.03% 110
2023
Q4 		$426K Buy
25,380
+903
+4% +$14.3K 0.02% 104
2023
Q3 		$368K Buy
+24,477
New +$359K 0.02% 98
2023
Q2 		– Sell
-19,289
Closed -$371K – 264
2023
Q1 		$371K Sell
19,289
-1,328
-6% -$25.4K 0.04% 128
2022
Q4 		$380K Buy
20,617
+9,105
+79% +$163K 0.04% 124
2022
Q3 		$176K Buy
+11,512
New +$209K 0.02% 164
2022
Q2 		– Sell
-11,887
Closed -$212K – 205
2022
Q1 		$212K Buy
+11,887
New +$220K 0.02% 155

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

Journey Strategic Wealth's T Position: Q1 2026 in Review

Journey Strategic Wealth increased its AT&T (T) stake by 17% in Q1 2026, buying an estimated $199K and bringing the position to 51,879 shares worth $1.5M. The position accounts for 0.04% of the portfolio, ranked #133.

Journey Strategic Wealth first reported a position in T in Q1 2022 and has held it in 15 quarters since. The position peaked at $2.17M in Q2 2025. 2,963 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Journey Strategic Wealth held 51,879 shares of AT&T worth $1.5M as of Q1 2026.
  • Journey Strategic Wealth bought 7,468 AT&T shares in Q1 2026, an estimated $199K.
  • AT&T made up 0.04% of Journey Strategic Wealth's portfolio in Q1 2026, its #133 holding.
  • Journey Strategic Wealth first reported a position in AT&T in Q1 2022 and has held it in 15 quarters since.
  • Journey Strategic Wealth's AT&T position peaked at $2.17M in Q2 2025.
  • 2,963 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.