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

Perigon 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
Q1 		$4.4M Sell
151,763
-2,132
-1% -$57K 0.08% 234
2025
Q4 		$3.82M Sell
153,895
-7,728
-5% -$196K 0.07% 252
2025
Q3 		$4.56M Buy
161,623
+29,149
+22% +$828K 0.09% 211
2025
Q2 		$3.83M Buy
132,474
+7,488
+6% +$206K 0.09% 225
2025
Q1 		$3.53M Buy
124,986
+2,566
+2% +$64.5K 0.09% 220
2024
Q4 		$2.7M Buy
122,420
+14,756
+14% +$332K 0.07% 265
2024
Q3 		$2.37M Sell
107,664
-9,800
-8% -$195K 0.06% 264
2024
Q2 		$2.24M Sell
117,464
-6,314
-5% -$110K 0.07% 242
2024
Q1 		$2.18M Buy
123,778
+4,357
+4% +$74.4K 0.07% 240
2023
Q4 		$2M Buy
119,421
+13,758
+13% +$217K 0.07% 225
2023
Q3 		$1.59M Sell
105,663
-6,321
-6% -$92.7K 0.06% 234
2023
Q2 		$1.79M Buy
111,984
+33,560
+43% +$572K 0.07% 218
2023
Q1 		$1.51M Buy
78,424
+3,203
+4% +$61.2K 0.09% 208
2022
Q4 		$1.38M Buy
75,221
+40,737
+118% +$729K 0.09% 217
2022
Q3 		$529K Sell
34,484
-5,103
-13% -$92.8K 0.05% 323
2022
Q2 		$830K Sell
39,587
-9,122
-19% -$182K 0.07% 236
2022
Q1 		$869K Sell
48,709
-10,149
-17% -$188K 0.06% 259
2021
Q4 		$1.09M Buy
58,858
+7,568
+15% +$141K 0.08% 211
2021
Q3 		$1.05M Sell
51,290
-13,093
-20% -$275K 0.09% 193
2021
Q2 		$1.4M Sell
64,383
-11,812
-16% -$269K 0.12% 148
2021
Q1 		$1.74M Buy
76,195
+4,471
+6% +$98.9K 0.18% 115
2020
Q4 		$1.56M Buy
71,724
+2,590
+4% +$55.9K 0.18% 97
2020
Q3 		$1.49M Buy
69,134
+3,286
+5% +$73.4K 0.21% 87
2020
Q2 		$1.5M Sell
65,848
-5,467
-8% -$125K 0.24% 79
2020
Q1 		$1.66M Buy
71,315
+28,139
+65% +$769K 0.31% 67
2019
Q4 		$1.27M Buy
43,176
+22,716
+111% +$656K 0.26% 72
2019
Q3 		$586K Sell
20,460
-6,290
-24% -$167K 0.14% 108
2019
Q2 		$677K Buy
26,750
+498
+2% +$11.9K 0.16% 100
2019
Q1 		$612K Sell
26,252
-6,042
-19% -$139K 0.14% 103
2018
Q4 		$761K Buy
32,294
+2,324
+8% +$54.1K 0.19% 91
2018
Q3 		$760K Buy
29,970
+17,869
+148% +$438K 0.19% 90
2018
Q2 		$293K Buy
12,101
+4,350
+56% +$109K 0.09% 190
2018
Q1 		$209K Sell
7,751
-1,933
-20% -$53.8K 0.08% 161
2017
Q4 		$284K Sell
9,684
-91
-0.9% -$2.48K 0.11% 113
2017
Q3 		$289K Sell
9,775
-6,241
-39% -$177K 0.09% 163
2017
Q2 		$456K Sell
16,016
-8,038
-33% -$237K 0.1% 177
2017
Q1 		$755K Sell
24,054
-141
-0.6% -$4.44K 0.16% 131
2016
Q4 		$768K Sell
24,195
-3,041
-11% -$89.7K 0.17% 129
2016
Q3 		$835K Buy
27,236
+4,896
+22% +$155K 0.21% 104
2016
Q2 		$729K Sell
22,340
-8,377
-27% -$249K 0.19% 113
2016
Q1 		$652K Hold
30,717
– – 0.2% 96
2015
Q4 		$798K Sell
30,717
-329
-1% -$8.35K 0.22% 112
2015
Q3 		$764K Hold
31,046
– – 0.23% 108
2015
Q2 		$833K Sell
31,046
-3,310
-10% -$85.5K 0.22% 109
2015
Q1 		$847K Sell
34,356
-894
-3% -$22.7K 0.23% 107
2014
Q4 		$894K Sell
35,250
-5,674
-14% -$147K 0.27% 87
2014
Q3 		$1.09M Buy
40,924
+1,438
+4% +$38.3K 0.32% 79
2014
Q2 		$1.05M Buy
39,486
+26,905
+214% +$721K 0.3% 82
2014
Q1 		$333K Sell
12,581
-662
-5% -$16.6K 0.18% 98
2013
Q4 		$351K Buy
+13,243
New +$348K 0.19% 92

Other funds holding T

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Perigon Wealth Management's T Position: Q1 2026 in Review

Perigon Wealth Management reduced its AT&T (T) stake by 1.4% in Q1 2026, selling an estimated $57K and leaving 151,763 shares worth $4.4M. The position accounts for 0.08% of the portfolio, ranked #234.

Perigon Wealth Management first reported a position in T in Q4 2013 and has held it in 50 quarters since. The position peaked at $4.56M in Q3 2025. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Perigon Wealth Management held 151,763 shares of AT&T worth $4.4M as of Q1 2026.
  • Perigon Wealth Management sold 2,132 AT&T shares in Q1 2026, an estimated $57K.
  • AT&T made up 0.08% of Perigon Wealth Management's portfolio in Q1 2026, its #234 holding.
  • Perigon Wealth Management first reported a position in AT&T in Q4 2013 and has held it in 50 quarters since.
  • Perigon Wealth Management's AT&T position peaked at $4.56M in Q3 2025.
  • 2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

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