Oak Harbor Wealth Partners’s AT&T T Stock Holding History

Oak Harbor Wealth Partners’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	$301K	Buy	14,517 +800	+6%	+$19.9K	0.11%	129
2026 Q1	$398K	Hold	13,717	–	–	0.09%	151
2025 Q4	$341K	Hold	13,717	–	–	0.08%	164
2025 Q3	$387K	Hold	13,717	–	–	0.1%	151
2025 Q2	$397K	Hold	13,717	–	–	0.11%	149
2025 Q1	$388K	Hold	13,717	–	–	0.11%	138
2024 Q4	$312K	Buy	13,717 +19	+0.1%	+$428	0.09%	140
2024 Q3	$301K	Sell	13,698 -17	-0.1%	-$338	0.09%	141
2024 Q2	$262K	Buy	13,715 +802	+6%	+$13.9K	0.08%	140
2024 Q1	$227K	Buy	12,913 +2	+0%	+$34	0.07%	159
2023 Q4	$217K	Sell	12,911 -5,079	-28%	-$80.2K	0.07%	160
2023 Q3	$270K	Sell	17,990 -84	-0.5%	-$1.23K	0.1%	135
2023 Q2	$288K	Buy	18,074 +134	+0.7%	+$2.28K	0.1%	136
2023 Q1	$345K	Buy	17,940 +8	+0%	+$153	0.13%	127
2022 Q4	$330K	Buy	17,932 +8	+0%	+$143	0.13%	119
2022 Q3	$275K	Buy	17,924 +1,002	+6%	+$18.2K	0.11%	123
2022 Q2	$355K	Sell	16,922 -5,757	-25%	-$115K	0.14%	113
2022 Q1	$405K	Buy	22,679 +2,295	+11%	+$42.5K	0.13%	111
2021 Q4	$379K	Buy	+20,384	New	+$381K	0.13%	114

Other funds holding T

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Oak Harbor Wealth Partners's T Position: Q2 2026 in Review

Oak Harbor Wealth Partners increased its AT&T (T) stake by 5.8% in Q2 2026, buying an estimated $19.9K and bringing the position to 14,517 shares worth $301K. The position accounts for 0.11% of the portfolio, ranked #129.

Oak Harbor Wealth Partners first reported a position in T in Q4 2021 and has held it in 19 quarters since. The position peaked at $405K in Q1 2022. 2,684 funds tracked by Wall St. Rank hold T as of Q2 2026.

Oak Harbor Wealth Partners held 14,517 shares of AT&T worth $301K as of Q2 2026.
Oak Harbor Wealth Partners bought 800 AT&T shares in Q2 2026, an estimated $19.9K.
AT&T made up 0.11% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #129 holding.
Oak Harbor Wealth Partners first reported a position in AT&T in Q4 2021 and has held it in 19 quarters since.
Oak Harbor Wealth Partners's AT&T position peaked at $405K in Q1 2022.
2,684 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.