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

Partnership 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	$607K	Hold	24,858	–	–	0.43%	36
2026 Q2	$515K	Sell	24,858 -223	-0.9%	-$5.54K	0.35%	43
2026 Q1	$727K	Buy	25,081 +223	+0.9%	+$5.96K	0.55%	37
2025 Q4	$617K	Hold	24,858	–	–	0.44%	37
2025 Q3	$702K	Hold	24,858	–	–	0.54%	35
2025 Q2	$719K	Hold	24,858	–	–	0.58%	36
2025 Q1	$703K	Hold	24,858	–	–	0.6%	36
2024 Q4	$566K	Hold	24,858	–	–	0.47%	45
2024 Q3	$547K	Hold	24,858	–	–	0.39%	44
2024 Q2	$475K	Hold	24,858	–	–	0.35%	56
2024 Q1	$438K	Hold	24,858	–	–	0.31%	70
2023 Q4	$440K	Buy	+24,858	New	+$392K	0.33%	62

Other funds holding T

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

AMBIA

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

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

Partnership Wealth Management held its AT&T (T) position steady in Q3 2026 at 24,858 shares worth $607K. The position accounts for 0.43% of the portfolio, ranked #36.

Partnership Wealth Management first reported a position in T in Q4 2023 and has held it in 12 quarters since. The position peaked at $727K in Q1 2026. 147 funds tracked by Wall St. Rank hold T as of Q3 2026.

Partnership Wealth Management held 24,858 shares of AT&T worth $607K as of Q3 2026.
Partnership Wealth Management left its AT&T share count unchanged in Q3 2026.
AT&T made up 0.43% of Partnership Wealth Management's portfolio in Q3 2026, its #36 holding.
Partnership Wealth Management first reported a position in AT&T in Q4 2023 and has held it in 12 quarters since.
Partnership Wealth Management's AT&T position peaked at $727K in Q1 2026.
147 funds tracked by Wall St. Rank held AT&T as of Q3 2026.

Based on Partnership Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.