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RKL Wealth Management’s AT&T T Stock Holding History

RKL Wealth Management’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 		$604K Sell
29,194
-7,665
-21% -$190K 0.05% 123
2026
Q1 		$1.07M Buy
36,859
+2,434
+7% +$65K 0.1% 88
2025
Q4 		$855K Buy
34,425
+620
+2% +$15.7K 0.07% 105
2025
Q3 		$955K Sell
33,805
-526
-2% -$14.9K 0.08% 95
2025
Q2 		$994K Sell
34,331
-18
-0.1% -$496 0.09% 92
2025
Q1 		$971K Buy
34,349
+781
+2% +$19.6K 0.09% 93
2024
Q4 		$764K Buy
33,568
+19,220
+134% +$433K 0.07% 104
2024
Q3 		$316K Buy
14,348
+1,271
+10% +$25.3K 0.03% 127
2024
Q2 		$250K Sell
13,077
-14,812
-53% -$258K 0.02% 131
2024
Q1 		$491K Buy
27,889
+56
+0.2% +$956 0.05% 100
2023
Q4 		$467K Buy
+27,833
New +$439K 0.05% 100
2023
Q3 		– Sell
-17,975
Closed -$287K – 133
2023
Q2 		$287K Buy
+17,975
New +$306K 0.03% 115
2022
Q3 		– Sell
-9,942
Closed -$208K – 136
2022
Q2 		$208K Buy
+9,942
New +$198K 0.03% 132
2021
Q2 		– Sell
-56,617
Closed -$1.29M – 136
2021
Q1 		$1.29M Sell
56,617
-1,955
-3% -$43.2K 0.17% 68
2020
Q4 		$1.27M Sell
58,572
-11,376
-16% -$245K 0.18% 65
2020
Q3 		$1.51M Buy
69,948
+1,701
+2% +$38K 0.24% 57
2020
Q2 		$1.56M Buy
68,247
+2,624
+4% +$59.8K 0.27% 56
2020
Q1 		$1.45M Sell
65,623
-686
-1% -$18.7K 0.3% 53
2019
Q4 		$1.96M Sell
66,309
-475
-0.7% -$13.7K 0.35% 52
2019
Q3 		$1.92M Buy
66,784
+1,164
+2% +$30.8K 0.36% 51
2019
Q2 		$1.66M Sell
65,620
-719
-1% -$17.2K 0.31% 54
2019
Q1 		$1.57M Sell
66,339
-24
-0% -$552 0.31% 54
2018
Q4 		$1.44M Sell
66,363
-823
-1% -$19.2K 0.33% 56
2018
Q3 		$1.7M Sell
67,186
-4,307
-6% -$106K 0.36% 54
2018
Q2 		$1.73M Sell
71,493
-1,259
-2% -$31.6K 0.39% 51
2018
Q1 		$1.96M Sell
72,752
-2,466
-3% -$68.6K 0.46% 48
2017
Q4 		$2.22M Sell
75,218
-7,414
-9% -$202K 0.55% 45
2017
Q3 		$2.45M Buy
82,632
+1,603
+2% +$45.5K 0.69% 41
2017
Q2 		$2.32M Buy
81,029
+10,484
+15% +$309K 0.74% 40
2017
Q1 		$2.21M Buy
70,545
+6,126
+10% +$193K 0.89% 37
2016
Q4 		$2.07M Buy
64,419
+2,674
+4% +$78.9K 1% 30
2016
Q3 		$1.89M Buy
61,745
+8,985
+17% +$284K 0.95% 29
2016
Q2 		$1.68M Buy
52,760
+16,106
+44% +$479K 0.87% 29
2016
Q1 		$1.08M Buy
36,654
+20,920
+133% +$579K 0.62% 31
2015
Q4 		$409K Buy
15,734
+100
+0.6% +$2.54K 0.19% 39
2015
Q3 		$385K Hold
15,634
– – 0.24% 40
2015
Q2 		$419K Hold
15,634
– – 0.25% 41
2015
Q1 		$386K Buy
15,634
+2,554
+20% +$64.9K 0.23% 44
2014
Q4 		$332K Sell
13,080
-53
-0.4% -$1.38K 0.22% 49
2014
Q3 		$350K Hold
13,133
– – 0.24% 48
2014
Q2 		$351K Buy
13,133
+1,197
+10% +$32.1K 0.26% 46
2014
Q1 		$316K Buy
+11,936
New +$300K 0.24% 50

Other funds holding T

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

RKL Wealth Management's T Position: Q2 2026 in Review

RKL Wealth Management reduced its AT&T (T) stake by 21% in Q2 2026, selling an estimated $190K and leaving 29,194 shares worth $604K. The position accounts for 0.05% of the portfolio, ranked #123.

RKL Wealth Management first reported a position in T in Q1 2014 and has held it in 42 quarters since. The position peaked at $2.45M in Q3 2017. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • RKL Wealth Management held 29,194 shares of AT&T worth $604K as of Q2 2026.
  • RKL Wealth Management sold 7,665 AT&T shares in Q2 2026, an estimated $190K.
  • AT&T made up 0.05% of RKL Wealth Management's portfolio in Q2 2026, its #123 holding.
  • RKL Wealth Management first reported a position in AT&T in Q1 2014 and has held it in 42 quarters since.
  • RKL Wealth Management's AT&T position peaked at $2.45M in Q3 2017.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

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