Legacy Wealth Management (Idaho)’s AT&T T Stock Holding History

Legacy Wealth Management (Idaho)’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	–	Sell	-3,334	Closed	-$96.6K	–	874
2026 Q1	$96.6K	Buy	3,334 +309	+10%	+$8.26K	0.05%	186
2025 Q4	$75.1K	Buy	3,025 +1,831	+153%	+$46.4K	0.04%	177
2025 Q3	$33.7K	Buy	1,194 +102	+9%	+$2.9K	0.02%	219
2025 Q2	$31.6K	Sell	1,092 -26	-2%	-$717	0.02%	194
2025 Q1	$31.6K	Hold	1,118	–	–	0.02%	189
2024 Q4	$27.4K	Buy	1,118 +1	+0.1%	+$23	0.02%	177
2024 Q3	$24.9K	Buy	+1,117	New	+$22.2K	0.01%	189

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

Legacy Wealth Management (Idaho)'s T Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of AT&T (T) in Q2 2026, closing a stake of 3,334 shares — an estimated $96.6K sold.

Legacy Wealth Management (Idaho) first reported a position in T in Q3 2024 and held it in 7 quarters. The position peaked at $96.6K in Q1 2026. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

Legacy Wealth Management (Idaho) reported no remaining AT&T position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 3,334 AT&T shares in Q2 2026, an estimated $96.6K.
Legacy Wealth Management (Idaho) first reported a position in AT&T in Q3 2024 and held it in 7 quarters.
Legacy Wealth Management (Idaho)'s AT&T position peaked at $96.6K in Q1 2026.
2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.