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Principia Wealth Advisory’s AT&T T Stock Holding History

Principia Wealth Advisory’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
Q2 		$10.3K Buy
498
+47
+10% +$1.17K 0.01% 249
2026
Q1 		$13.1K Buy
451
+71
+19% +$1.9K 0.01% 190
2025
Q4 		$9.44K Buy
380
+41
+12% +$1.04K 0.01% 204
2025
Q3 		$9.57K Buy
339
+42
+14% +$1.19K 0.01% 205
2025
Q2 		$8.6K Buy
297
+42
+16% +$1.16K 0.01% 177
2025
Q1 		$6.75K Buy
255
+79
+45% +$1.99K 0.01% 161
2024
Q4 		$4.01K Buy
+176
New +$3.96K ﹤0.01% 172

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

Principia Wealth Advisory's T Position: Q2 2026 in Review

Principia Wealth Advisory increased its AT&T (T) stake by 10% in Q2 2026, buying an estimated $1.17K and bringing the position to 498 shares worth $10.3K. The position accounts for 0.01% of the portfolio, ranked #249.

Principia Wealth Advisory first reported a position in T in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.1K in Q1 2026. 2,684 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Principia Wealth Advisory held 498 shares of AT&T worth $10.3K as of Q2 2026.
  • Principia Wealth Advisory bought 47 AT&T shares in Q2 2026, an estimated $1.17K.
  • AT&T made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #249 holding.
  • Principia Wealth Advisory first reported a position in AT&T in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's AT&T position peaked at $13.1K in Q1 2026.
  • 2,684 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.