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Milestones Private Investment Advisors’s AT&T T Stock Holding History

Milestones Private Investment Advisors’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 		– Sell
-14,037
Closed -$349K – 110
2025
Q4 		$349K Buy
14,037
+22
+0.2% +$557 0.24% 89
2025
Q3 		$396K Sell
14,015
-155
-1% -$4.4K 0.27% 84
2025
Q2 		$410K Buy
+14,170
New +$390K 0.3% 77

Other funds holding T

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Milestones Private Investment Advisors's T Position: Q1 2026 in Review

Milestones Private Investment Advisors sold out of AT&T (T) in Q1 2026, closing a stake of 14,037 shares — an estimated $349K sold.

Milestones Private Investment Advisors first reported a position in T in Q2 2025 and held it in 3 quarters. The position peaked at $410K in Q2 2025. 2,982 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Milestones Private Investment Advisors reported no remaining AT&T position as of Q1 2026 after selling out during the quarter.
  • Milestones Private Investment Advisors sold 14,037 AT&T shares in Q1 2026, an estimated $349K.
  • Milestones Private Investment Advisors first reported a position in AT&T in Q2 2025 and held it in 3 quarters.
  • Milestones Private Investment Advisors's AT&T position peaked at $410K in Q2 2025.
  • 2,982 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q1 2026, filed 4 May 2026.