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

Lifetime 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	–	Sell	-9,352	Closed	-$271K	–	93
2026 Q1	$271K	Buy	9,352 +233	+3%	+$6.22K	0.15%	74
2025 Q4	$227K	Buy	+9,119	New	+$231K	0.14%	82

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 $3.38T AUM 44.17% 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

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

Lifetime Wealth Management sold out of AT&T (T) in Q2 2026, closing a stake of 9,352 shares — an estimated $271K sold.

Lifetime Wealth Management first reported a position in T in Q4 2025 and held it in 2 quarters. The position peaked at $271K in Q1 2026. 2,696 funds tracked by Wall St. Rank hold T as of Q2 2026.

Lifetime Wealth Management reported no remaining AT&T position as of Q2 2026 after selling out during the quarter.
Lifetime Wealth Management sold 9,352 AT&T shares in Q2 2026, an estimated $271K.
Lifetime Wealth Management first reported a position in AT&T in Q4 2025 and held it in 2 quarters.
Lifetime Wealth Management's AT&T position peaked at $271K in Q1 2026.
2,696 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Lifetime Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.