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

Private Wealth Management Group’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	$156K	Buy	7,554 +2,249	+42%	+$55.8K	0.04%	131
2026 Q1	$154K	Buy	5,305 +237	+5%	+$6.33K	0.04%	101
2025 Q4	$126K	Sell	5,068 -97	-2%	-$2.46K	0.03%	113
2025 Q3	$146K	Hold	5,165	–	–	0.04%	103
2025 Q2	$149K	Sell	5,165 -58	-1%	-$1.6K	0.05%	98
2025 Q1	$148K	Sell	5,223 -53	-1%	-$1.33K	0.05%	90
2024 Q4	$120K	Buy	5,276 +354	+7%	+$7.97K	0.05%	104
2024 Q3	$108K	Hold	4,922	–	–	0.04%	101
2024 Q2	$94.1K	Buy	4,922 +184	+4%	+$3.2K	0.04%	108
2024 Q1	$83.4K	Hold	4,738	–	–	0.04%	111
2023 Q4	$79.5K	Buy	+4,738	New	+$74.8K	0.04%	114

Other funds holding T

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Private Wealth Management Group increased its AT&T (T) stake by 42% in Q2 2026, buying an estimated $55.8K and bringing the position to 7,554 shares worth $156K. The position accounts for 0.04% of the portfolio, ranked #131.

Private Wealth Management Group first reported a position in T in Q4 2023 and has held it in 11 quarters since. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

Private Wealth Management Group held 7,554 shares of AT&T worth $156K as of Q2 2026.
Private Wealth Management Group bought 2,249 AT&T shares in Q2 2026, an estimated $55.8K.
AT&T made up 0.04% of Private Wealth Management Group's portfolio in Q2 2026, its #131 holding.
Private Wealth Management Group first reported a position in AT&T in Q4 2023 and has held it in 11 quarters since.
2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.