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Ridgecrest Wealth Partners’s AT&T T Stock Holding History

Ridgecrest Wealth Partners’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 		$508K Buy
17,526
+6
+0% +$160 0.28% 58
2025
Q4 		$435K Sell
17,520
-1,769
-9% -$44.8K 0.24% 60
2025
Q3 		$545K Sell
19,289
-299
-2% -$8.49K 0.25% 63
2025
Q2 		$567K Sell
19,588
-220
-1% -$6.06K 0.3% 60
2025
Q1 		$560K Buy
19,808
+1,420
+8% +$35.7K 0.29% 59
2024
Q4 		$419K Buy
18,388
+3,216
+21% +$72.4K 0.23% 66
2024
Q3 		$334K Sell
15,172
-159
-1% -$3.16K 0.17% 80
2024
Q2 		$293K Sell
15,331
-1,781
-10% -$31K 0.18% 85
2024
Q1 		$301K Buy
17,112
+18
+0.1% +$307 0.18% 82
2023
Q4 		$287K Sell
17,094
-627
-4% -$9.9K 0.19% 78
2023
Q3 		$266K Sell
17,721
-2,459
-12% -$36K 0.19% 79
2023
Q2 		$322K Sell
20,180
-9,389
-32% -$160K 0.21% 72
2023
Q1 		$569K Sell
29,569
-441
-1% -$8.43K 0.41% 49
2022
Q4 		$552K Sell
30,010
-491
-2% -$8.79K 0.42% 45
2022
Q3 		$468K Buy
30,501
+126
+0.4% +$2.29K 0.38% 47
2022
Q2 		$637K Sell
30,375
-9,969
-25% -$199K 0.46% 44
2022
Q1 		$720K Sell
40,344
-1,709
-4% -$31.6K 0.46% 44
2021
Q4 		$781K Sell
42,053
-5,481
-12% -$102K 0.38% 54
2021
Q3 		$970K Buy
47,534
+3,086
+7% +$64.8K 0.53% 45
2021
Q2 		$966K Buy
44,448
+77
+0.2% +$1.75K 0.6% 44
2021
Q1 		$1.01M Buy
+44,371
New +$981K 0.97% 34

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

Ridgecrest Wealth Partners's T Position: Q1 2026 in Review

Ridgecrest Wealth Partners increased its AT&T (T) stake by 0.03% in Q1 2026, buying an estimated $160 and bringing the position to 17,526 shares worth $508K. The position accounts for 0.28% of the portfolio, ranked #58.

Ridgecrest Wealth Partners first reported a position in T in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.01M in Q1 2021. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Ridgecrest Wealth Partners held 17,526 shares of AT&T worth $508K as of Q1 2026.
  • Ridgecrest Wealth Partners bought 6 AT&T shares in Q1 2026, an estimated $160.
  • AT&T made up 0.28% of Ridgecrest Wealth Partners's portfolio in Q1 2026, its #58 holding.
  • Ridgecrest Wealth Partners first reported a position in AT&T in Q1 2021 and has held it in 21 quarters since.
  • Ridgecrest Wealth Partners's AT&T position peaked at $1.01M in Q1 2021.
  • 2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.