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

Nicola 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 		$11M Sell
530,400
-228,000
-30% -$5.66M 1.26% 38
2026
Q1 		$22M Sell
758,400
-158,000
-17% -$4.22M 2.64% 5
2025
Q4 		$22.8M Buy
916,400
+127,000
+16% +$3.22M 2.07% 13
2025
Q3 		$22.3M Buy
789,400
+80,000
+11% +$2.27M 1.98% 16
2025
Q2 		$20.5M Sell
709,400
-46,000
-6% -$1.27M 1.92% 15
2025
Q1 		$21.4M Sell
755,400
-285,800
-27% -$7.19M 2.08% 11
2024
Q4 		$23.7M Sell
1,041,200
-327,500
-24% -$7.37M 2.25% 13
2024
Q3 		$30.1M Hold
1,368,700
– – 2.39% 7
2024
Q2 		$26.2M Sell
1,368,700
-100,000
-7% -$1.74M 2.34% 6
2024
Q1 		$25.8M Hold
1,468,700
– – 2.51% 7
2023
Q4 		$24.6M Hold
1,468,700
– – 2.59% 7
2023
Q3 		$22.1M Buy
1,468,700
+126,000
+9% +$1.85M 2.38% 10
2023
Q2 		$21.4M Buy
1,342,700
+151,000
+13% +$2.57M 2.1% 11
2023
Q1 		$22.9M Hold
1,191,700
– – 2.26% 9
2022
Q4 		$21.9M Buy
1,191,700
+75,500
+7% +$1.35M 2.22% 8
2022
Q3 		$17.1M Buy
1,116,200
+330,000
+42% +$6M 1.88% 12
2022
Q2 		$16.5M Sell
786,200
-132,921
-14% -$2.65M 1.57% 17
2022
Q1 		$16.4M Buy
919,121
+130,017
+16% +$2.41M 1.44% 15
2021
Q4 		$14.7M Buy
789,104
+237,658
+43% +$4.44M 1.38% 22
2021
Q3 		$11.3M Buy
551,446
+139,682
+34% +$2.93M 1.16% 29
2021
Q2 		$8.95M Buy
+411,764
New +$9.37M 0.92% 49

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

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

Nicola Wealth Management reduced its AT&T (T) stake by 30% in Q2 2026, selling an estimated $5.66M and leaving 530,400 shares worth $11M. The position accounts for 1.26% of the portfolio, ranked #38.

Nicola Wealth Management first reported a position in T in Q2 2021 and has held it in 21 quarters since. The position peaked at $30.1M in Q3 2024. 2,690 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Nicola Wealth Management held 530,400 shares of AT&T worth $11M as of Q2 2026.
  • Nicola Wealth Management sold 228,000 AT&T shares in Q2 2026, an estimated $5.66M.
  • AT&T made up 1.26% of Nicola Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Nicola Wealth Management first reported a position in AT&T in Q2 2021 and has held it in 21 quarters since.
  • Nicola Wealth Management's AT&T position peaked at $30.1M in Q3 2024.
  • 2,690 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Nicola Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.