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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Perfromance Wealth Partners's T Position: Q1 2026 in Review

Perfromance Wealth Partners opened a new position in AT&T (T) in Q1 2026: 7,929 shares worth $230K. The stake represents 0.01% of the portfolio and ranks #189 among its holdings. This is a return to the name: Perfromance Wealth Partners previously reported a position in T as recently as Q3 2025.

Perfromance Wealth Partners first reported a position in T in Q4 2021 and has held it in 4 quarters since. The position peaked at $230K in Q4 2021. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

Perfromance Wealth Partners held 7,929 shares of AT&T worth $230K as of Q1 2026.
AT&T was a new Perfromance Wealth Partners position in Q1 2026.
AT&T made up 0.01% of Perfromance Wealth Partners's portfolio in Q1 2026, its #189 holding.
Perfromance Wealth Partners first reported a position in AT&T in Q4 2021 and has held it in 4 quarters since.
Perfromance Wealth Partners's AT&T position peaked at $230K in Q4 2021.
2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.