Novak & Powell Financial Services’s AT&T T Stock Holding History

Novak & Powell Financial Services’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	$312K	Buy	10,776 +52	+0.5%	+$1.39K	0.17%	121
2025 Q4	$266K	Buy	10,724 +53	+0.5%	+$1.34K	0.14%	128
2025 Q3	$301K	Sell	10,671 -260	-2%	-$7.38K	0.16%	123
2025 Q2	$316K	Sell	10,931 -161	-1%	-$4.44K	0.22%	99
2025 Q1	$314K	Buy	11,092 +54	+0.5%	+$1.36K	0.2%	107
2024 Q4	$251K	Buy	11,038 +43	+0.4%	+$968	0.15%	123
2024 Q3	$242K	Sell	10,995 -335	-3%	-$6.67K	0.14%	138
2024 Q2	$217K	Sell	11,330 -115	-1%	-$2K	0.13%	137
2024 Q1	$201K	Buy	11,445 +75	+0.7%	+$1.28K	0.15%	138
2023 Q4	$191K	Buy	+11,370	New	+$180K	0.13%	143

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

Novak & Powell Financial Services's T Position: Q1 2026 in Review

Novak & Powell Financial Services increased its AT&T (T) stake by 0.48% in Q1 2026, buying an estimated $1.39K and bringing the position to 10,776 shares worth $312K. The position accounts for 0.17% of the portfolio, ranked #121.

Novak & Powell Financial Services first reported a position in T in Q4 2023 and has held it in 10 quarters since. The position peaked at $316K in Q2 2025. 2,965 funds tracked by Wall St. Rank hold T as of Q1 2026.

Novak & Powell Financial Services held 10,776 shares of AT&T worth $312K as of Q1 2026.
Novak & Powell Financial Services bought 52 AT&T shares in Q1 2026, an estimated $1.39K.
AT&T made up 0.17% of Novak & Powell Financial Services's portfolio in Q1 2026, its #121 holding.
Novak & Powell Financial Services first reported a position in AT&T in Q4 2023 and has held it in 10 quarters since.
Novak & Powell Financial Services's AT&T position peaked at $316K in Q2 2025.
2,965 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.