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

Lakeridge 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	$511K	Sell	24,709 -1,683	-6%	-$41.8K	0.19%	104
2026 Q1	$765K	Buy	26,392 +271	+1%	+$7.24K	0.33%	62
2025 Q4	$649K	Buy	26,121 +304	+1%	+$7.7K	0.29%	70
2025 Q3	$729K	Sell	25,817 -1,932	-7%	-$54.9K	0.32%	56
2025 Q2	$803K	Buy	27,749 +147	+0.5%	+$4.05K	0.37%	45
2025 Q1	$781K	Buy	27,602 +236	+0.9%	+$5.93K	0.39%	48
2024 Q4	$623K	Buy	27,366 +142	+0.5%	+$3.2K	0.32%	65
2024 Q3	$599K	Buy	27,224 +66	+0.2%	+$1.31K	0.33%	65
2024 Q2	$519K	Sell	27,158 -492	-2%	-$8.55K	0.31%	66
2024 Q1	$487K	Sell	27,650 -3,246	-11%	-$55.4K	0.32%	63
2023 Q4	$518K	Buy	+30,896	New	+$488K	0.37%	56

Other funds holding T

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Lakeridge Wealth Management reduced its AT&T (T) stake by 6.4% in Q2 2026, selling an estimated $41.8K and leaving 24,709 shares worth $511K. The position accounts for 0.19% of the portfolio, ranked #104.

Lakeridge Wealth Management first reported a position in T in Q4 2023 and has held it in 11 quarters since. The position peaked at $803K in Q2 2025. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

Lakeridge Wealth Management held 24,709 shares of AT&T worth $511K as of Q2 2026.
Lakeridge Wealth Management sold 1,683 AT&T shares in Q2 2026, an estimated $41.8K.
AT&T made up 0.19% of Lakeridge Wealth Management's portfolio in Q2 2026, its #104 holding.
Lakeridge Wealth Management first reported a position in AT&T in Q4 2023 and has held it in 11 quarters since.
Lakeridge Wealth Management's AT&T position peaked at $803K in Q2 2025.
2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

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