Lodestone Wealth Management
T icon

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

Lodestone 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
Q3 		$201K Buy
8,249
+45
+0.5% +$1.09K 0.07% 182
2026
Q2 		$170K Sell
8,204
-185
-2% -$4.59K 0.06% 195
2026
Q1 		$243K Buy
8,389
+35
+0.4% +$935 0.1% 158
2025
Q4 		$208K Sell
8,354
-1,566
-16% -$39.6K 0.08% 164
2025
Q3 		$280K Sell
9,920
-1,859
-16% -$52.8K 0.13% 147
2025
Q2 		$341K Buy
11,779
+65
+0.6% +$1.79K 0.17% 123
2025
Q1 		$331K Buy
11,714
+9
+0.1% +$226 0.18% 114
2024
Q4 		$267K Buy
11,705
+541
+5% +$12.2K 0.13% 126
2024
Q3 		$246K Sell
11,164
-1,926
-15% -$38.3K 0.12% 130
2024
Q2 		$250K Sell
13,090
-785
-6% -$13.6K 0.13% 136
2024
Q1 		$244K Sell
13,875
-240
-2% -$4.1K 0.13% 135
2023
Q4 		$237K Sell
14,115
-1,697
-11% -$26.8K 0.14% 135
2023
Q3 		$237K Buy
15,812
+126
+0.8% +$1.85K 0.17% 117
2023
Q2 		$250K Buy
15,686
+3,237
+26% +$55.1K 0.17% 121
2023
Q1 		$240K Sell
12,449
-132
-1% -$2.52K 0.18% 118
2022
Q4 		$232K Buy
+12,581
New +$225K 0.19% 112

Other funds holding T

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Lodestone Wealth Management's T Position: Q3 2026 in Review

Lodestone Wealth Management increased its AT&T (T) stake by 0.55% in Q3 2026, buying an estimated $1.09K and bringing the position to 8,249 shares worth $201K. The position accounts for 0.07% of the portfolio, ranked #182.

Lodestone Wealth Management first reported a position in T in Q4 2022 and has held it in 16 quarters since. The position peaked at $341K in Q2 2025. 2,470 funds tracked by Wall St. Rank hold T as of Q3 2026.

  • Lodestone Wealth Management held 8,249 shares of AT&T worth $201K as of Q3 2026.
  • Lodestone Wealth Management bought 45 AT&T shares in Q3 2026, an estimated $1.09K.
  • AT&T made up 0.07% of Lodestone Wealth Management's portfolio in Q3 2026, its #182 holding.
  • Lodestone Wealth Management first reported a position in AT&T in Q4 2022 and has held it in 16 quarters since.
  • Lodestone Wealth Management's AT&T position peaked at $341K in Q2 2025.
  • 2,470 funds tracked by Wall St. Rank held AT&T as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.