Private Wealth Asset Management’s AT&T T Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$631K Sell
30,493
-363
-1% -$9.01K 0.06% 168
2026
Q1
$895K Sell
30,856
-43
-0.1% -$1.15K 0.1% 132
2025
Q4
$768K Sell
30,899
-9,444
-23% -$239K 0.08% 137
2025
Q3
$1.14M Sell
40,343
-3,293
-8% -$93.5K 0.13% 108
2025
Q2
$1.26M Sell
43,636
-380
-0.9% -$10.5K 0.17% 95
2025
Q1
$1.24M Buy
+44,016
New +$1.11M 0.18% 94

Other funds holding T

Private Wealth Asset Management's T Position: Q2 2026 in Review

Private Wealth Asset Management reduced its AT&T (T) stake by 1.2% in Q2 2026, selling an estimated $9.01K and leaving 30,493 shares worth $631K. The position accounts for 0.06% of the portfolio, ranked #168.

Private Wealth Asset Management first reported a position in T in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.26M in Q2 2025. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Private Wealth Asset Management held 30,493 shares of AT&T worth $631K as of Q2 2026.
  • Private Wealth Asset Management sold 363 AT&T shares in Q2 2026, an estimated $9.01K.
  • AT&T made up 0.06% of Private Wealth Asset Management's portfolio in Q2 2026, its #168 holding.
  • Private Wealth Asset Management first reported a position in AT&T in Q1 2025 and has held it in 6 quarters since.
  • Private Wealth Asset Management's AT&T position peaked at $1.26M in Q2 2025.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.