SIMA Wealth Partners’s AT&T T Stock Holding History

SIMA Wealth Partners’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	$8.02K	Hold	387	–	–	0.01%	120
2026 Q1	$11.2K	Sell	387 -234	-38%	-$6.25K	0.01%	109
2025 Q4	$15.4K	Sell	621 -269	-30%	-$6.81K	0.01%	105
2025 Q3	$25.1K	Buy	890 +2	+0.2%	+$57	0.02%	101
2025 Q2	$25.7K	Buy	888 +2	+0.2%	+$55	0.02%	101
2025 Q1	$25.1K	Buy	886 +1	+0.1%	+$25	0.02%	112
2024 Q4	$20.1K	Buy	885 +77	+10%	+$1.73K	0.02%	117
2024 Q3	$17.8K	Buy	808 +2	+0.2%	+$40	0.02%	113
2024 Q2	$15.4K	Buy	+806	New	+$14K	0.01%	120

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

SIMA Wealth Partners's T Position: Q2 2026 in Review

SIMA Wealth Partners held its AT&T (T) position steady in Q2 2026 at 387 shares worth $8.02K. The position accounts for 0.01% of the portfolio, ranked #120.

SIMA Wealth Partners first reported a position in T in Q2 2024 and has held it in 9 quarters since. The position peaked at $25.7K in Q2 2025. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

SIMA Wealth Partners held 387 shares of AT&T worth $8.02K as of Q2 2026.
SIMA Wealth Partners left its AT&T share count unchanged in Q2 2026.
AT&T made up 0.01% of SIMA Wealth Partners's portfolio in Q2 2026, its #120 holding.
SIMA Wealth Partners first reported a position in AT&T in Q2 2024 and has held it in 9 quarters since.
SIMA Wealth Partners's AT&T position peaked at $25.7K in Q2 2025.
2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.