Lifestyle Asset Management’s AT&T T Stock Holding History

Lifestyle Asset 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	–	Sell	-8,993	Closed	-$261K	–	145
2026 Q1	$261K	Sell	8,993 -1,518	-14%	-$40.6K	0.09%	123
2025 Q4	$261K	Buy	10,511 +368	+4%	+$9.32K	0.08%	123
2025 Q3	$286K	Buy	+10,143	New	+$288K	0.1%	116

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

Lifestyle Asset Management's T Position: Q2 2026 in Review

Lifestyle Asset Management sold out of AT&T (T) in Q2 2026, closing a stake of 8,993 shares — an estimated $261K sold.

Lifestyle Asset Management first reported a position in T in Q3 2025 and held it in 3 quarters. The position peaked at $286K in Q3 2025. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

Lifestyle Asset Management reported no remaining AT&T position as of Q2 2026 after selling out during the quarter.
Lifestyle Asset Management sold 8,993 AT&T shares in Q2 2026, an estimated $261K.
Lifestyle Asset Management first reported a position in AT&T in Q3 2025 and held it in 3 quarters.
Lifestyle Asset Management's AT&T position peaked at $286K in Q3 2025.
2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.