New World Advisors’s AT&T T Stock Holding History

New World 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	$338K	Buy	11,664 +640	+6%	+$17.1K	0.06%	50
2025 Q4	$274K	Sell	11,024 -4,264	-28%	-$108K	0.05%	62
2025 Q3	$432K	Sell	15,288 -2,070	-12%	-$58.8K	0.08%	37
2025 Q2	$502K	Buy	17,358 +7,033	+68%	+$194K	0.11%	33
2025 Q1	$292K	Buy	10,325 +483	+5%	+$12.1K	0.07%	59
2024 Q4	$224K	Hold	9,842	–	–	0.05%	65
2024 Q3	$217K	Buy	+9,842	New	+$196K	0.06%	74
2023 Q4	–	Sell	-12,451	Closed	-$187K	–	71
2023 Q3	$187K	Buy	+12,451	New	+$183K	0.07%	59
2022 Q4	–	Sell	-19,242	Closed	-$295K	–	72
2022 Q3	$295K	Sell	19,242 -500	-3%	-$9.1K	0.14%	38
2022 Q2	$403K	Sell	19,742 -10,236	-34%	-$204K	0.22%	27
2022 Q1	$458K	Hold	29,978	–	–	0.24%	23
2021 Q4	$557K	Hold	29,978	–	–	0.26%	26
2021 Q3	$577K	Buy	+29,978	New	+$630K	0.27%	20
2021 Q2	–	Sell	-11,707	Closed	-$268K	–	108
2021 Q1	$268K	Sell	11,707 -662	-5%	-$14.6K	0.15%	22
2020 Q4	$266K	Buy	12,369 +662	+6%	+$14.3K	0.17%	23
2020 Q3	$254K	Hold	11,707	–	–	0.16%	23
2020 Q2	$264K	Hold	11,707	–	–	0.18%	19
2020 Q1	$346K	Hold	11,707	–	–	0.21%	14
2019 Q4	$346K	Hold	11,707	–	–	0.21%	14
2019 Q3	$335K	Hold	11,707	–	–	0.23%	13
2019 Q2	$296K	Hold	11,707	–	–	0.21%	12
2019 Q1	$277K	Buy	+11,707	New	+$269K	0.2%	13

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

New World Advisors's T Position: Q1 2026 in Review

New World Advisors increased its AT&T (T) stake by 5.8% in Q1 2026, buying an estimated $17.1K and bringing the position to 11,664 shares worth $338K. The position accounts for 0.06% of the portfolio, ranked #50.

New World Advisors first reported a position in T in Q1 2019 and has held it in 22 quarters since. The position peaked at $577K in Q3 2021. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

New World Advisors held 11,664 shares of AT&T worth $338K as of Q1 2026.
New World Advisors bought 640 AT&T shares in Q1 2026, an estimated $17.1K.
AT&T made up 0.06% of New World Advisors's portfolio in Q1 2026, its #50 holding.
New World Advisors first reported a position in AT&T in Q1 2019 and has held it in 22 quarters since.
New World Advisors's AT&T position peaked at $577K in Q3 2021.
2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on New World Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.