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Private Wealth Advisors (California)’s AT&T T Stock Holding History

Private Wealth Advisors (California)’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 		$4.59M Sell
158,174
-453
-0.3% -$12.1K 1.29% 28
2025
Q4 		$3.94M Buy
158,627
+807
+0.5% +$20.4K 1.26% 30
2025
Q3 		$4.46M Sell
157,820
-915
-0.6% -$26K 1.5% 24
2025
Q2 		$4.59M Sell
158,735
-2,697
-2% -$74.3K 1.69% 20
2025
Q1 		$4.57M Sell
161,432
-336
-0.2% -$8.45K 1.65% 23
2024
Q4 		$3.68M Sell
161,768
-5,647
-3% -$127K 1.44% 27
2024
Q3 		$3.7M Sell
167,415
-2,846
-2% -$56.6K 1.42% 28
2024
Q2 		$3.23M Buy
170,261
+4,741
+3% +$82.4K 1.24% 27
2024
Q1 		$2.91M Sell
165,520
-855
-0.5% -$14.6K 1.19% 30
2023
Q4 		$2.79M Sell
166,375
-7,994
-5% -$126K 1.09% 29
2023
Q3 		$2.62M Buy
174,369
+3,875
+2% +$56.8K 1.11% 29
2023
Q2 		$2.72M Buy
170,494
+2,180
+1% +$37.1K 1.11% 28
2023
Q1 		$3.24M Buy
168,314
+5,261
+3% +$101K 1.36% 22
2022
Q4 		$3M Sell
163,053
-72,653
-31% -$1.3M 1.01% 32
2022
Q3 		$3.62M Sell
235,706
-9,911
-4% -$180K 1.68% 22
2022
Q2 		$4.43M Sell
245,617
-72,678
-23% -$1.45M 1.64% 23
2022
Q1 		$5.68M Buy
318,295
+83,803
+36% +$1.55M 1.81% 20
2021
Q4 		$4.36M Sell
234,492
-43,687
-16% -$817K 0.93% 29
2021
Q3 		$5.09M Buy
278,179
+10,017
+4% +$210K 1.22% 25
2021
Q2 		$5.83M Buy
268,162
+50,338
+23% +$1.15M 1.79% 16
2021
Q1 		$4.98M Sell
217,824
-17,009
-7% -$376K 1.69% 17
2020
Q4 		$5.07M Buy
+234,833
New +$5.06M 1.75% 16
2020
Q1 		– Sell
-38,281
Closed -$1.13M – 72
2019
Q4 		$1.13M Buy
38,281
+11,496
+43% +$332K 0.65% 36
2019
Q3 		$765K Buy
+26,785
New +$710K 0.5% 35

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

Private Wealth Advisors (California)'s T Position: Q1 2026 in Review

Private Wealth Advisors (California) reduced its AT&T (T) stake by 0.29% in Q1 2026, selling an estimated $12.1K and leaving 158,174 shares worth $4.59M. The position accounts for 1.29% of the portfolio, ranked #28.

Private Wealth Advisors (California) first reported a position in T in Q3 2019 and has held it in 24 quarters since. The position peaked at $5.83M in Q2 2021. 2,963 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Private Wealth Advisors (California) held 158,174 shares of AT&T worth $4.59M as of Q1 2026.
  • Private Wealth Advisors (California) sold 453 AT&T shares in Q1 2026, an estimated $12.1K.
  • AT&T made up 1.29% of Private Wealth Advisors (California)'s portfolio in Q1 2026, its #28 holding.
  • Private Wealth Advisors (California) first reported a position in AT&T in Q3 2019 and has held it in 24 quarters since.
  • Private Wealth Advisors (California)'s AT&T position peaked at $5.83M in Q2 2021.
  • 2,963 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Private Wealth Advisors (California)'s 13F filing for Q1 2026, filed 13 May 2026.