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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
Q2 		$669K Buy
32,317
+4,888
+18% +$121K 0.05% 149
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
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 $3.38T AUM 44.17% 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

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

SHP Wealth Management increased its AT&T (T) stake by 18% in Q2 2026, buying an estimated $121K and bringing the position to 32,317 shares worth $669K. The position accounts for 0.05% of the portfolio, ranked #149.

SHP Wealth Management first reported a position in T in Q4 2025 and has held it in 3 quarters since. The position peaked at $795K in Q1 2026. 2,695 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • SHP Wealth Management held 32,317 shares of AT&T worth $669K as of Q2 2026.
  • SHP Wealth Management bought 4,888 AT&T shares in Q2 2026, an estimated $121K.
  • AT&T made up 0.05% of SHP Wealth Management's portfolio in Q2 2026, its #149 holding.
  • SHP Wealth Management first reported a position in AT&T in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's AT&T position peaked at $795K in Q1 2026.
  • 2,695 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

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