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Pension & Wealth Management Advisors’s AT&T T Stock Holding History

Pension & Wealth Management Advisors’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 		$18.6K Hold
897
– – 0.01% 402
2026
Q1 		$26K Sell
897
-1,161
-56% -$31K 0.01% 354
2025
Q4 		$51.1K Buy
2,058
+1,002
+95% +$25.4K 0.02% 298
2025
Q3 		$29.8K Buy
1,056
+474
+81% +$13.5K 0.01% 341
2025
Q2 		$16.9K Buy
582
+36
+7% +$992 0.01% 338
2025
Q1 		$15.4K Hold
546
– – 0.01% 342
2024
Q4 		$12.4K Buy
+546
New +$12.3K 0.01% 357

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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Pension & Wealth Management Advisors's T Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its AT&T (T) position steady in Q2 2026 at 897 shares worth $18.6K. The position accounts for 0.01% of the portfolio, ranked #402.

Pension & Wealth Management Advisors first reported a position in T in Q4 2024 and has held it in 7 quarters since. The position peaked at $51.1K in Q4 2025. 2,571 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Pension & Wealth Management Advisors held 897 shares of AT&T worth $18.6K as of Q2 2026.
  • Pension & Wealth Management Advisors left its AT&T share count unchanged in Q2 2026.
  • AT&T made up 0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #402 holding.
  • Pension & Wealth Management Advisors first reported a position in AT&T in Q4 2024 and has held it in 7 quarters since.
  • Pension & Wealth Management Advisors's AT&T position peaked at $51.1K in Q4 2025.
  • 2,571 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.