Perfromance Wealth Partners’s AT&T T Stock Holding History

Perfromance 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 Q3	$271K	Buy	+11,096	New	+$268K	0.01%	180
2026 Q2	–	Sell	-7,929	Closed	-$230K	–	245
2026 Q1	$230K	Buy	+7,929	New	+$212K	0.01%	189
2025 Q4	–	Sell	-7,628	Closed	-$215K	–	213
2025 Q3	$215K	Buy	+7,628	New	+$217K	0.01%	192
2022 Q2	–	Sell	-11,690	Closed	-$209K	–	181
2022 Q1	$209K	Sell	11,690 -680	-5%	-$12.6K	0.01%	169
2021 Q4	$230K	Buy	+12,370	New	+$231K	0.01%	164

Other funds holding T

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Perfromance Wealth Partners's T Position: Q3 2026 in Review

Perfromance Wealth Partners opened a new position in AT&T (T) in Q3 2026: 11,096 shares worth $271K. The stake represents 0.01% of the portfolio and ranks #180 among its holdings. This is a return to the name: Perfromance Wealth Partners previously reported a position in T as recently as Q1 2026.

Perfromance Wealth Partners first reported a position in T in Q4 2021 and has held it in 5 quarters since. 2,200 funds tracked by Wall St. Rank hold T as of Q3 2026.

Perfromance Wealth Partners held 11,096 shares of AT&T worth $271K as of Q3 2026.
AT&T was a new Perfromance Wealth Partners position in Q3 2026.
AT&T made up 0.01% of Perfromance Wealth Partners's portfolio in Q3 2026, its #180 holding.
Perfromance Wealth Partners first reported a position in AT&T in Q4 2021 and has held it in 5 quarters since.
2,200 funds tracked by Wall St. Rank held AT&T as of Q3 2026.

Based on Perfromance Wealth Partners's 13F filing for Q3 2026, filed 12 Nov 2026.