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

Rockline 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	–	Sell	-9,026	Closed	-$262K	–	116
2026 Q1	$262K	Sell	9,026 -1,419	-14%	-$37.9K	0.06%	87
2025 Q4	$259K	Buy	10,445 +378	+4%	+$9.57K	0.05%	83
2025 Q3	$284K	Sell	10,067 -1,993	-17%	-$56.6K	0.06%	82
2025 Q2	$349K	Hold	12,060	–	–	0.08%	75
2025 Q1	$341K	Buy	12,060 +605	+5%	+$15.2K	0.09%	75
2024 Q4	$261K	Hold	11,455	–	–	0.07%	89
2024 Q3	$252K	Hold	11,455	–	–	0.07%	90
2024 Q2	$219K	Buy	+11,455	New	+$199K	0.07%	96

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

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

Rockline Wealth Management sold out of AT&T (T) in Q2 2026, closing a stake of 9,026 shares — an estimated $262K sold.

Rockline Wealth Management first reported a position in T in Q2 2024 and held it in 8 quarters. The position peaked at $349K in Q2 2025. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

Rockline Wealth Management reported no remaining AT&T position as of Q2 2026 after selling out during the quarter.
Rockline Wealth Management sold 9,026 AT&T shares in Q2 2026, an estimated $262K.
Rockline Wealth Management first reported a position in AT&T in Q2 2024 and held it in 8 quarters.
Rockline Wealth Management's AT&T position peaked at $349K in Q2 2025.
2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Rockline Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.