JWM
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JPL Wealth Management’s AT&T T Stock Holding History

JPL 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
Q1 		$170K Buy
+5,861
New +$157K 0.04% 128
2025
Q4 		– Sell
-6,172
Closed -$174K – 1007
2025
Q3 		$174K Buy
+6,172
New +$175K 0.04% 131

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

JPL Wealth Management's T Position: Q1 2026 in Review

JPL Wealth Management opened a new position in AT&T (T) in Q1 2026: 5,861 shares worth $170K. The stake represents 0.04% of the portfolio and ranks #128 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in T as recently as Q3 2025.

JPL Wealth Management first reported a position in T in Q3 2025 and has held it in 2 quarters since. The position peaked at $174K in Q3 2025. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • JPL Wealth Management held 5,861 shares of AT&T worth $170K as of Q1 2026.
  • AT&T was a new JPL Wealth Management position in Q1 2026.
  • AT&T made up 0.04% of JPL Wealth Management's portfolio in Q1 2026, its #128 holding.
  • JPL Wealth Management first reported a position in AT&T in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's AT&T position peaked at $174K in Q3 2025.
  • 2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.