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

Northwest 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 		– Sell
-8,130
Closed -$236K – 291
2026
Q1 		$236K Sell
8,130
-564
-6% -$15.1K 0.04% 213
2025
Q4 		$216K Sell
8,694
-290
-3% -$7.34K 0.03% 229
2025
Q3 		$254K Sell
8,984
-3
-0% -$85 0.04% 175
2025
Q2 		$260K Buy
8,987
+1,780
+25% +$49.1K 0.05% 163
2025
Q1 		$204K Buy
+7,207
New +$181K 0.04% 177
2022
Q4 		– Sell
-10,842
Closed -$166K – 149
2022
Q3 		$166K Sell
10,842
-4,035
-27% -$73.4K 0.07% 136
2022
Q2 		$312K Sell
14,877
-1,680
-10% -$33.5K 0.14% 113
2022
Q1 		$296K Buy
16,557
+1,482
+10% +$27.4K 0.15% 107
2021
Q4 		$280K Buy
15,075
+673
+5% +$12.6K 0.13% 102
2021
Q3 		$294K Sell
14,402
-2,504
-15% -$52.6K 0.15% 98
2021
Q2 		$368K Buy
16,906
+5,247
+45% +$119K 0.19% 91
2021
Q1 		$267K Buy
11,659
+163
+1% +$3.6K 0.17% 97
2020
Q4 		$250K Buy
11,496
+74
+0.6% +$1.6K 0.17% 97
2020
Q3 		$246K Sell
11,422
-695
-6% -$15.5K 0.2% 88
2020
Q2 		$277K Buy
12,117
+929
+8% +$21.2K 0.24% 81
2020
Q1 		$246K Sell
11,188
-1,370
-11% -$37.4K 0.25% 73
2019
Q4 		$371K Sell
12,558
-5,001
-28% -$144K 0.34% 67
2019
Q3 		$502K Buy
17,559
+1,495
+9% +$39.6K 0.41% 65
2019
Q2 		$407K Sell
16,064
-4,184
-21% -$100K 0.33% 72
2019
Q1 		$480K Buy
20,248
+44
+0.2% +$1.01K 0.36% 64
2018
Q4 		$436K Sell
20,204
-110
-0.5% -$2.56K 0.37% 61
2018
Q3 		$515K Sell
20,314
-1,901
-9% -$46.6K 0.39% 63
2018
Q2 		$539K Buy
22,215
+258
+1% +$6.48K 0.41% 58
2018
Q1 		$591K Sell
21,957
-8,112
-27% -$226K 0.44% 55
2017
Q4 		$883K Buy
30,069
+10,610
+55% +$290K 0.72% 40
2017
Q3 		$576K Sell
19,459
-4,161
-18% -$118K 0.81% 30
2017
Q2 		$673K Buy
23,620
+3,068
+15% +$90.4K 0.61% 42
2017
Q1 		$645K Buy
20,552
+10
+0% +$315 0.6% 39
2016
Q4 		$660K Buy
+20,542
New +$606K 0.67% 37

Other funds holding T

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TC
Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return

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

Northwest Wealth Management sold out of AT&T (T) in Q2 2026, closing a stake of 8,130 shares — an estimated $236K sold.

Northwest Wealth Management first reported a position in T in Q4 2016 and held it in 29 quarters. The position peaked at $883K in Q4 2017. 1,137 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Northwest Wealth Management reported no remaining AT&T position as of Q2 2026 after selling out during the quarter.
  • Northwest Wealth Management sold 8,130 AT&T shares in Q2 2026, an estimated $236K.
  • Northwest Wealth Management first reported a position in AT&T in Q4 2016 and held it in 29 quarters.
  • Northwest Wealth Management's AT&T position peaked at $883K in Q4 2017.
  • 1,137 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

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