PCS
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Personal CFO Solutions’s AT&T T Stock Holding History

Personal CFO Solutions’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 		$2.49M Sell
85,776
-2,288
-3% -$61.1K 0.35% 46
2025
Q4 		$2.19M Sell
88,064
-4,151
-5% -$105K 0.35% 46
2025
Q3 		$2.6M Buy
92,215
+10,058
+12% +$286K 0.46% 36
2025
Q2 		$2.38M Buy
82,157
+647
+0.8% +$17.8K 0.44% 39
2025
Q1 		$2.31M Sell
81,510
-177
-0.2% -$4.45K 0.47% 36
2024
Q4 		$1.86M Sell
81,687
-13,615
-14% -$306K 0.37% 51
2024
Q3 		$2.1M Buy
95,302
+11,657
+14% +$232K 0.29% 67
2024
Q2 		$1.6M Sell
83,645
-5,590
-6% -$97.2K 0.25% 77
2024
Q1 		$1.57M Buy
89,235
+297
+0.3% +$5.07K 0.25% 79
2023
Q4 		$1.49M Buy
88,938
+8,196
+10% +$129K 0.26% 75
2023
Q3 		$1.21M Buy
80,742
+4,356
+6% +$63.9K 0.24% 84
2023
Q2 		$1.22M Buy
76,386
+14,459
+23% +$246K 0.25% 80
2023
Q1 		$1.19M Buy
61,927
+1,524
+3% +$29.1K 0.25% 77
2022
Q4 		$1.11M Sell
60,403
-9,429
-14% -$169K 0.24% 78
2022
Q3 		$1.07M Buy
69,832
+2,975
+4% +$54.1K 0.27% 69
2022
Q2 		$1.4M Sell
66,857
-16,893
-20% -$337K 0.33% 52
2022
Q1 		$1.5M Buy
83,750
+22,205
+36% +$411K 0.29% 60
2021
Q4 		$1.14M Sell
61,545
-24,379
-28% -$456K 0.21% 96
2021
Q3 		$1.75M Buy
85,924
+77
+0.1% +$1.62K 0.36% 52
2021
Q2 		$1.87M Sell
85,847
-9,705
-10% -$221K 0.38% 50
2021
Q1 		$2.19M Buy
95,552
+979
+1% +$21.6K 0.47% 42
2020
Q4 		$2.05M Buy
94,573
+16,671
+21% +$360K 0.51% 44
2020
Q3 		$2K Sell
77,902
-4,494
-5% -$100K 0.67% 44
2020
Q2 		$1.88M Buy
82,396
+15,065
+22% +$343K 0.56% 40
2020
Q1 		$1.48M Buy
67,331
+19,787
+42% +$541K 0.53% 42
2019
Q4 		$1.4M Sell
47,544
-325
-0.7% -$9.38K 0.4% 44
2019
Q3 		$1.37M Buy
+47,869
New +$1.27M 0.54% 33

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

Personal CFO Solutions's T Position: Q1 2026 in Review

Personal CFO Solutions reduced its AT&T (T) stake by 2.6% in Q1 2026, selling an estimated $61.1K and leaving 85,776 shares worth $2.49M. The position accounts for 0.35% of the portfolio, ranked #46.

Personal CFO Solutions first reported a position in T in Q3 2019 and has held it in 27 quarters since. The position peaked at $2.6M in Q3 2025. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Personal CFO Solutions held 85,776 shares of AT&T worth $2.49M as of Q1 2026.
  • Personal CFO Solutions sold 2,288 AT&T shares in Q1 2026, an estimated $61.1K.
  • AT&T made up 0.35% of Personal CFO Solutions's portfolio in Q1 2026, its #46 holding.
  • Personal CFO Solutions first reported a position in AT&T in Q3 2019 and has held it in 27 quarters since.
  • Personal CFO Solutions's AT&T position peaked at $2.6M in Q3 2025.
  • 2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.