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Klingman & Associates’s AT&T T Stock Holding History

Klingman & Associates’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 		$643K Buy
22,163
+1,521
+7% +$40.6K 0.03% 170
2025
Q4 		$513K Buy
20,642
+726
+4% +$18.4K 0.02% 189
2025
Q3 		$562K Buy
19,916
+819
+4% +$23.3K 0.03% 173
2025
Q2 		$553K Buy
19,097
+6,186
+48% +$170K 0.03% 160
2025
Q1 		$365K Buy
12,911
+1,502
+13% +$37.8K 0.02% 194
2024
Q4 		$260K Hold
11,409
– – 0.02% 221
2024
Q3 		$251K Sell
11,409
-148
-1% -$2.94K 0.02% 239
2024
Q2 		$221K Sell
11,557
-8,332
-42% -$145K 0.01% 229
2024
Q1 		$350K Buy
19,889
+603
+3% +$10.3K 0.02% 180
2023
Q4 		$324K Buy
19,286
+851
+5% +$13.4K 0.02% 179
2023
Q3 		$277K Buy
18,435
+1,674
+10% +$24.5K 0.02% 184
2023
Q2 		$267K Buy
+16,761
New +$285K 0.02% 180
2023
Q1 		– Sell
-11,903
Closed -$219K – 205
2022
Q4 		$219K Buy
11,903
+247
+2% +$4.42K 0.02% 190
2022
Q3 		$179K Buy
11,656
+848
+8% +$15.4K 0.02% 182
2022
Q2 		$227K Sell
10,808
-1,765
-14% -$35.2K 0.02% 175
2022
Q1 		$225K Buy
+12,573
New +$233K 0.02% 189
2021
Q2 		– Sell
-9,451
Closed -$216K – 175
2021
Q1 		$216K Buy
+9,451
New +$209K 0.02% 157
2016
Q4 		– Sell
-2,680
Closed -$82K – 286
2016
Q3 		$82K Buy
2,680
+356
+15% +$11.3K 0.02% 153
2016
Q2 		$76K Buy
2,324
+4
+0.2% +$119 0.02% 159
2016
Q1 		$69K Buy
2,320
+3
+0.1% +$83 0.02% 169
2015
Q4 		$60K Sell
2,317
-499
-18% -$12.7K 0.02% 199
2015
Q3 		$69K Buy
2,816
+307
+12% +$7.83K 0.03% 190
2015
Q2 		$67K Buy
2,509
+142
+6% +$3.67K 0.03% 166
2015
Q1 		$58K Buy
2,367
+756
+47% +$19.2K 0.02% 165
2014
Q4 		$40K Buy
+1,611
New +$41.8K 0.02% 189

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

Klingman & Associates's T Position: Q1 2026 in Review

Klingman & Associates increased its AT&T (T) stake by 7.4% in Q1 2026, buying an estimated $40.6K and bringing the position to 22,163 shares worth $643K. The position accounts for 0.03% of the portfolio, ranked #170.

Klingman & Associates first reported a position in T in Q4 2014 and has held it in 25 quarters since. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Klingman & Associates held 22,163 shares of AT&T worth $643K as of Q1 2026.
  • Klingman & Associates bought 1,521 AT&T shares in Q1 2026, an estimated $40.6K.
  • AT&T made up 0.03% of Klingman & Associates's portfolio in Q1 2026, its #170 holding.
  • Klingman & Associates first reported a position in AT&T in Q4 2014 and has held it in 25 quarters since.
  • 2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.