LMG Wealth Partners’s AT&T T Stock Holding History

LMG Wealth Partners’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	$2.4M	Buy	82,729 +480	+0.6%	+$12.8K	0.44%	68
2025 Q4	$2.04M	Buy	82,249 +55	+0.1%	+$1.39K	0.38%	75
2025 Q3	$2.32M	Buy	82,194 +68	+0.1%	+$1.93K	0.43%	65
2025 Q2	$2.38M	Sell	82,126 -730	-0.9%	-$20.1K	0.49%	61
2025 Q1	$2.34M	Sell	82,856 -955	-1%	-$24K	0.52%	58
2024 Q4	$1.91M	Buy	83,811 +490	+0.6%	+$11K	0.42%	65
2024 Q3	$1.83M	Buy	83,321 +482	+0.6%	+$9.59K	0.42%	58
2024 Q2	$1.58M	Buy	82,839 +2,224	+3%	+$38.7K	0.39%	63
2024 Q1	$1.42M	Sell	80,615 -29,408	-27%	-$502K	0.36%	62
2023 Q4	$1.85M	Buy	110,023 +9,980	+10%	+$158K	0.51%	55
2023 Q3	$1.5M	Buy	100,043 +42,316	+73%	+$620K	0.46%	57
2023 Q2	$921K	Buy	57,727 +5,838	+11%	+$99.4K	0.28%	62
2023 Q1	$999K	Buy	51,889 +1,407	+3%	+$26.9K	0.32%	62
2022 Q4	$976K	Buy	+50,482	New	+$904K	0.32%	59

Other funds holding T

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LMG Wealth Partners's T Position: Q1 2026 in Review

LMG Wealth Partners increased its AT&T (T) stake by 0.58% in Q1 2026, buying an estimated $12.8K and bringing the position to 82,729 shares worth $2.4M. The position accounts for 0.44% of the portfolio, ranked #68.

LMG Wealth Partners first reported a position in T in Q4 2022 and has held it in 14 quarters since. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

LMG Wealth Partners held 82,729 shares of AT&T worth $2.4M as of Q1 2026.
LMG Wealth Partners bought 480 AT&T shares in Q1 2026, an estimated $12.8K.
AT&T made up 0.44% of LMG Wealth Partners's portfolio in Q1 2026, its #68 holding.
LMG Wealth Partners first reported a position in AT&T in Q4 2022 and has held it in 14 quarters since.
2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.