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

SHP 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 Q1	$795K	Sell	27,429 -1,510	-5%	-$40.3K	0.06%	108
2025 Q4	$719K	Buy	+28,939	New	+$733K	0.06%	110

Other funds holding T

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

SHP Wealth Management's T Position: Q1 2026 in Review

SHP Wealth Management reduced its AT&T (T) stake by 5.2% in Q1 2026, selling an estimated $40.3K and leaving 27,429 shares worth $795K. The position accounts for 0.06% of the portfolio, ranked #108.

SHP Wealth Management first reported a position in T in Q4 2025 and has held it in 2 quarters since. 2,972 funds tracked by Wall St. Rank hold T as of Q1 2026.

SHP Wealth Management held 27,429 shares of AT&T worth $795K as of Q1 2026.
SHP Wealth Management sold 1,510 AT&T shares in Q1 2026, an estimated $40.3K.
AT&T made up 0.06% of SHP Wealth Management's portfolio in Q1 2026, its #108 holding.
SHP Wealth Management first reported a position in AT&T in Q4 2025 and has held it in 2 quarters since.
2,972 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.