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

Lionshead 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	-8,434	Closed	-$244K	–	118
2026 Q1	$244K	Sell	8,434 -40	-0.5%	-$1.07K	0.18%	94
2025 Q4	$210K	Buy	8,474 +51	+0.6%	+$1.29K	0.16%	101
2025 Q3	$238K	Buy	+8,423	New	+$239K	0.19%	95

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

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

Lionshead Wealth Management sold out of AT&T (T) in Q2 2026, closing a stake of 8,434 shares — an estimated $244K sold.

Lionshead Wealth Management first reported a position in T in Q3 2025 and held it in 3 quarters. The position peaked at $244K in Q1 2026. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

Lionshead Wealth Management reported no remaining AT&T position as of Q2 2026 after selling out during the quarter.
Lionshead Wealth Management sold 8,434 AT&T shares in Q2 2026, an estimated $244K.
Lionshead Wealth Management first reported a position in AT&T in Q3 2025 and held it in 3 quarters.
Lionshead Wealth Management's AT&T position peaked at $244K in Q1 2026.
2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Lionshead Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.