NWM
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Navigoe Wealth Management’s AT&T T Stock Holding History

Navigoe 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
Q2 		$99K Buy
4,798
+32
+0.7% +$794 0.05% 68
2026
Q1 		$138K Hold
4,766
– – 0.08% 47
2025
Q4 		$118K Hold
4,766
– – 0.07% 56
2025
Q3 		$134K Hold
4,766
– – 0.09% 47
2025
Q2 		$137K Hold
4,766
– – 0.1% 41
2025
Q1 		$134K Hold
4,766
– – 0.12% 40
2024
Q4 		$108K Buy
+4,766
New +$107K 0.11% 46

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Navigoe Wealth Management's T Position: Q2 2026 in Review

Navigoe Wealth Management increased its AT&T (T) stake by 0.67% in Q2 2026, buying an estimated $794 and bringing the position to 4,798 shares worth $99K. The position accounts for 0.05% of the portfolio, ranked #68.

Navigoe Wealth Management first reported a position in T in Q4 2024 and has held it in 7 quarters since. The position peaked at $138K in Q1 2026. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Navigoe Wealth Management held 4,798 shares of AT&T worth $99K as of Q2 2026.
  • Navigoe Wealth Management bought 32 AT&T shares in Q2 2026, an estimated $794.
  • AT&T made up 0.05% of Navigoe Wealth Management's portfolio in Q2 2026, its #68 holding.
  • Navigoe Wealth Management first reported a position in AT&T in Q4 2024 and has held it in 7 quarters since.
  • Navigoe Wealth Management's AT&T position peaked at $138K in Q1 2026.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.