PWM
T icon

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 $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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

Perigon Wealth Management's T Position: Q2 2026 in Review

Perigon Wealth Management increased its AT&T (T) stake by 1% in Q2 2026, buying an estimated $39.2K and bringing the position to 153,344 shares worth $3.17M. The position accounts for 0.05% of the portfolio, ranked #319.

Perigon Wealth Management first reported a position in T in Q4 2013 and has held it in 51 quarters since. The position peaked at $4.56M in Q3 2025. 2,684 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Perigon Wealth Management held 153,344 shares of AT&T worth $3.17M as of Q2 2026.
  • Perigon Wealth Management bought 1,581 AT&T shares in Q2 2026, an estimated $39.2K.
  • AT&T made up 0.05% of Perigon Wealth Management's portfolio in Q2 2026, its #319 holding.
  • Perigon Wealth Management first reported a position in AT&T in Q4 2013 and has held it in 51 quarters since.
  • Perigon Wealth Management's AT&T position peaked at $4.56M in Q3 2025.
  • 2,684 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

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