Rockbridge Investment Management’s AT&T T Stock Holding History

Rockbridge Investment 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 Q1	$485K	Buy	+16,715	New	+$447K	0.04%	95
2024 Q1	–	Sell	-4,470	Closed	-$75K	–	563
2023 Q4	$75K	Buy	+4,470	New	+$70.6K	0.01%	201
2022 Q3	–	Sell	-8,340	Closed	-$175K	–	537
2022 Q2	$175K	Sell	8,340 -2,038	-20%	-$40.6K	0.04%	109
2022 Q1	$188K	Sell	10,378 -3,433	-25%	-$63.5K	0.03%	165
2021 Q4	$257K	Sell	13,811 -2,832	-17%	-$52.9K	0.04%	150
2021 Q3	$340K	Buy	16,643 +154	+0.9%	+$3.23K	0.06%	114
2021 Q2	$358K	Buy	16,489 +3,320	+25%	+$75.5K	0.06%	110
2021 Q1	$301K	Sell	13,169 -4,149	-24%	-$91.7K	0.06%	111
2020 Q4	$376K	Buy	17,318 +5,022	+41%	+$108K	0.08%	108
2020 Q3	$265K	Sell	12,296 -741	-6%	-$16.6K	0.06%	112
2020 Q2	$298K	Buy	+13,037	New	+$297K	0.08%	103

Other funds holding T

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rockbridge Investment Management's T Position: Q1 2026 in Review

Rockbridge Investment Management opened a new position in AT&T (T) in Q1 2026: 16,715 shares worth $485K. The stake represents 0.04% of the portfolio and ranks #95 among its holdings. This is a return to the name: Rockbridge Investment Management previously reported a position in T as recently as Q4 2023.

Rockbridge Investment Management first reported a position in T in Q2 2020 and has held it in 11 quarters since. 2,966 funds tracked by Wall St. Rank hold T as of Q1 2026.

Rockbridge Investment Management held 16,715 shares of AT&T worth $485K as of Q1 2026.
AT&T was a new Rockbridge Investment Management position in Q1 2026.
AT&T made up 0.04% of Rockbridge Investment Management's portfolio in Q1 2026, its #95 holding.
Rockbridge Investment Management first reported a position in AT&T in Q2 2020 and has held it in 11 quarters since.
2,966 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Rockbridge Investment Management's 13F filing for Q1 2026, filed 14 May 2026.