JWM
T icon

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
Q2 		$119K Sell
5,745
-116
-2% -$2.88K 0.02% 164
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 $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

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

JPL Wealth Management reduced its AT&T (T) stake by 2% in Q2 2026, selling an estimated $2.88K and leaving 5,745 shares worth $119K. The position accounts for 0.02% of the portfolio, ranked #164.

JPL Wealth Management first reported a position in T in Q3 2025 and has held it in 3 quarters since. The position peaked at $174K in Q3 2025. 2,684 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • JPL Wealth Management held 5,745 shares of AT&T worth $119K as of Q2 2026.
  • JPL Wealth Management sold 116 AT&T shares in Q2 2026, an estimated $2.88K.
  • AT&T made up 0.02% of JPL Wealth Management's portfolio in Q2 2026, its #164 holding.
  • JPL Wealth Management first reported a position in AT&T in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's AT&T position peaked at $174K in Q3 2025.
  • 2,684 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.