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 Q1	$586K	Buy	+20,204	New	+$540K	0.63%	32

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

LWM Advisory Services's T Position: Q1 2026 in Review

LWM Advisory Services opened a new position in AT&T (T) in Q1 2026: 20,204 shares worth $586K. The stake represents 0.63% of the portfolio and ranks #32 among its holdings.

2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

LWM Advisory Services held 20,204 shares of AT&T worth $586K as of Q1 2026.
AT&T was a new LWM Advisory Services position in Q1 2026.
AT&T made up 0.63% of LWM Advisory Services's portfolio in Q1 2026, its #32 holding.
2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on LWM Advisory Services's 13F filing for Q1 2026, filed 29 Apr 2026.