LWM Advisory Services’s AT&T T Stock Holding History

LWM Advisory Services’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	$396K	Sell	19,116 -1,088	-5%	-$27K	0.71%	48
2026 Q1	$586K	Buy	+20,204	New	+$540K	0.63%	32

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

LWM Advisory Services's T Position: Q2 2026 in Review

LWM Advisory Services reduced its AT&T (T) stake by 5.4% in Q2 2026, selling an estimated $27K and leaving 19,116 shares worth $396K. The position accounts for 0.71% of the portfolio, ranked #48.

LWM Advisory Services first reported a position in T in Q1 2026 and has held it in 2 quarters since. The position peaked at $586K in Q1 2026. 2,684 funds tracked by Wall St. Rank hold T as of Q2 2026.

LWM Advisory Services held 19,116 shares of AT&T worth $396K as of Q2 2026.
LWM Advisory Services sold 1,088 AT&T shares in Q2 2026, an estimated $27K.
AT&T made up 0.71% of LWM Advisory Services's portfolio in Q2 2026, its #48 holding.
LWM Advisory Services first reported a position in AT&T in Q1 2026 and has held it in 2 quarters since.
LWM Advisory Services's AT&T position peaked at $586K in Q1 2026.
2,684 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.