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Laurel Oak Wealth Management’s AT&T T Stock Holding History

Laurel Oak 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 		$606K Sell
29,262
-4,870
-14% -$121K 0.09% 176
2026
Q1 		$990K Sell
34,132
-696
-2% -$18.6K 0.17% 104
2025
Q4 		$865K Buy
+34,828
New +$882K 0.15% 120

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

Laurel Oak Wealth Management's T Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its AT&T (T) stake by 14% in Q2 2026, selling an estimated $121K and leaving 29,262 shares worth $606K. The position accounts for 0.09% of the portfolio, ranked #176.

Laurel Oak Wealth Management first reported a position in T in Q4 2025 and has held it in 3 quarters since. The position peaked at $990K in Q1 2026. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Laurel Oak Wealth Management held 29,262 shares of AT&T worth $606K as of Q2 2026.
  • Laurel Oak Wealth Management sold 4,870 AT&T shares in Q2 2026, an estimated $121K.
  • AT&T made up 0.09% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #176 holding.
  • Laurel Oak Wealth Management first reported a position in AT&T in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's AT&T position peaked at $990K in Q1 2026.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.