PWM
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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
2021
Q2 		– Sell
-13,770
Closed -$55K – 532
2021
Q1 		$55K Buy
+13,770
New +$304K 0.01% 487

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.