QFW
T icon

QTR Family Wealth’s AT&T T Stock Holding History

QTR Family Wealth’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 		$368K Hold
14,374
– – 0.15% 154
2025
Q4 		$394K Sell
14,374
-521
-3% -$13.2K 0.17% 134
2025
Q3 		$421K Sell
14,895
-483
-3% -$13.7K 0.2% 112
2025
Q2 		$445K Sell
15,378
-386
-2% -$10.6K 0.28% 85
2025
Q1 		$446K Buy
+15,764
New +$396K 0.34% 80

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

QTR Family Wealth's T Position: Q1 2026 in Review

QTR Family Wealth held its AT&T (T) position steady in Q1 2026 at 14,374 shares worth $368K. The position accounts for 0.15% of the portfolio, ranked #154.

QTR Family Wealth first reported a position in T in Q1 2025 and has held it in 5 quarters since. The position peaked at $446K in Q1 2025. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • QTR Family Wealth held 14,374 shares of AT&T worth $368K as of Q1 2026.
  • QTR Family Wealth left its AT&T share count unchanged in Q1 2026.
  • AT&T made up 0.15% of QTR Family Wealth's portfolio in Q1 2026, its #154 holding.
  • QTR Family Wealth first reported a position in AT&T in Q1 2025 and has held it in 5 quarters since.
  • QTR Family Wealth's AT&T position peaked at $446K in Q1 2025.
  • 2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on QTR Family Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.