PWM
T icon

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

Palumbo 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 		$241K Sell
11,645
-1,281
-10% -$31.8K 0.05% 211
2026
Q1 		$375K Buy
12,926
+309
+2% +$8.26K 0.09% 149
2025
Q4 		$313K Sell
12,617
-743
-6% -$18.8K 0.08% 168
2025
Q3 		$307K Buy
13,360
+978
+8% +$27.8K 0.1% 131
2025
Q2 		$358K Buy
12,382
+136
+1% +$3.75K 0.11% 129
2025
Q1 		$346K Buy
12,246
+1,675
+16% +$42.1K 0.12% 123
2024
Q4 		$241K Buy
10,571
+107
+1% +$2.41K 0.09% 141
2024
Q3 		$230K Buy
10,464
+103
+1% +$2.05K 0.09% 130
2024
Q2 		$198K Buy
10,361
+155
+2% +$2.69K 0.08% 130
2024
Q1 		$180K Buy
10,206
+116
+1% +$1.98K 0.08% 121
2023
Q4 		$169K Buy
+10,090
New +$159K 0.09% 118
2022
Q3 		– Sell
-9,574
Closed -$201K – 81
2022
Q2 		$201K Buy
+9,574
New +$191K 0.16% 78
2021
Q2 		– Sell
-27,300
Closed -$624K – 104
2021
Q1 		$624K Buy
27,300
+1,481
+6% +$32.7K 0.47% 59
2020
Q4 		$561K Buy
+25,819
New +$557K 0.45% 55

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

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

Palumbo Wealth Management reduced its AT&T (T) stake by 9.9% in Q2 2026, selling an estimated $31.8K and leaving 11,645 shares worth $241K. The position accounts for 0.05% of the portfolio, ranked #211.

Palumbo Wealth Management first reported a position in T in Q4 2020 and has held it in 14 quarters since. The position peaked at $624K in Q1 2021. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Palumbo Wealth Management held 11,645 shares of AT&T worth $241K as of Q2 2026.
  • Palumbo Wealth Management sold 1,281 AT&T shares in Q2 2026, an estimated $31.8K.
  • AT&T made up 0.05% of Palumbo Wealth Management's portfolio in Q2 2026, its #211 holding.
  • Palumbo Wealth Management first reported a position in AT&T in Q4 2020 and has held it in 14 quarters since.
  • Palumbo Wealth Management's AT&T position peaked at $624K in Q1 2021.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.