Orca Wealth Management’s AT&T T Stock Holding History

Orca 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 Q3	$739K	Sell	30,271 -2,137	-7%	-$51.6K	0.44%	45
2026 Q2	$671K	Sell	32,408 -137	-0.4%	-$3.4K	0.4%	45
2026 Q1	$943K	Buy	32,545 +6	+0%	+$160	0.67%	39
2025 Q4	$863K	Sell	32,539 -249	-0.8%	-$6.3K	0.62%	39
2025 Q3	$926K	Buy	32,788 +251	+0.8%	+$7.13K	0.7%	42
2025 Q2	$942K	Buy	32,537 +302	+0.9%	+$8.32K	0.79%	41
2025 Q1	$912K	Buy	32,235 +93	+0.3%	+$2.34K	0.82%	38
2024 Q4	$732K	Buy	+32,142	New	+$723K	0.66%	43

Other funds holding T

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Orca Wealth Management's T Position: Q3 2026 in Review

Orca Wealth Management reduced its AT&T (T) stake by 6.6% in Q3 2026, selling an estimated $51.6K and leaving 30,271 shares worth $739K. The position accounts for 0.44% of the portfolio, ranked #45.

Orca Wealth Management first reported a position in T in Q4 2024 and has held it in 8 quarters since. The position peaked at $943K in Q1 2026. 1,226 funds tracked by Wall St. Rank hold T as of Q3 2026.

Orca Wealth Management held 30,271 shares of AT&T worth $739K as of Q3 2026.
Orca Wealth Management sold 2,137 AT&T shares in Q3 2026, an estimated $51.6K.
AT&T made up 0.44% of Orca Wealth Management's portfolio in Q3 2026, its #45 holding.
Orca Wealth Management first reported a position in AT&T in Q4 2024 and has held it in 8 quarters since.
Orca Wealth Management's AT&T position peaked at $943K in Q1 2026.
1,226 funds tracked by Wall St. Rank held AT&T as of Q3 2026.

Based on Orca Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.