LA
T icon

Lifeworks Advisors’s AT&T T Stock Holding History

Lifeworks Advisors’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
Q1 		$458K Buy
15,809
+1,532
+11% +$40.9K 0.06% 205
2025
Q4 		$355K Buy
+14,277
New +$361K 0.05% 247
2023
Q3 		– Sell
-10,147
Closed -$162K – 193
2023
Q2 		$162K Buy
+10,147
New +$173K 0.07% 155

Other funds holding T

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lifeworks Advisors's T Position: Q1 2026 in Review

Lifeworks Advisors increased its AT&T (T) stake by 11% in Q1 2026, buying an estimated $40.9K and bringing the position to 15,809 shares worth $458K. The position accounts for 0.06% of the portfolio, ranked #205.

Lifeworks Advisors first reported a position in T in Q2 2023 and has held it in 3 quarters since. 2,965 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Lifeworks Advisors held 15,809 shares of AT&T worth $458K as of Q1 2026.
  • Lifeworks Advisors bought 1,532 AT&T shares in Q1 2026, an estimated $40.9K.
  • AT&T made up 0.06% of Lifeworks Advisors's portfolio in Q1 2026, its #205 holding.
  • Lifeworks Advisors first reported a position in AT&T in Q2 2023 and has held it in 3 quarters since.
  • 2,965 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.