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Simplicity Wealth’s AT&T T Stock Holding History

Simplicity Wealth’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 		$2.03M Buy
98,102
+33,556
+52% +$833K 0.07% 276
2026
Q1 		$1.87M Buy
64,546
+973
+2% +$26K 0.11% 188
2025
Q4 		$1.58M Sell
63,573
-12,288
-16% -$311K 0.09% 205
2025
Q3 		$2.14M Sell
75,861
-38,230
-34% -$1.09M 0.12% 178
2025
Q2 		$3.3M Buy
114,091
+73,417
+181% +$2.02M 0.14% 152
2025
Q1 		$1.15M Buy
40,674
+25,129
+162% +$632K 0.09% 229
2024
Q4 		$354K Sell
15,545
-13,516
-47% -$304K 0.07% 206
2024
Q3 		$639K Sell
29,061
-245,948
-89% -$4.89M 0.06% 256
2024
Q2 		$5.26M Buy
275,009
+18,528
+7% +$322K 0.12% 173
2024
Q1 		$4.51M Buy
+256,481
New +$4.38M 0.11% 190

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 $3.37T AUM 44.26% 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

Simplicity Wealth's T Position: Q2 2026 in Review

Simplicity Wealth increased its AT&T (T) stake by 52% in Q2 2026, buying an estimated $833K and bringing the position to 98,102 shares worth $2.03M. The position accounts for 0.07% of the portfolio, ranked #276.

Simplicity Wealth first reported a position in T in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.26M in Q2 2024. 2,684 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Simplicity Wealth held 98,102 shares of AT&T worth $2.03M as of Q2 2026.
  • Simplicity Wealth bought 33,556 AT&T shares in Q2 2026, an estimated $833K.
  • AT&T made up 0.07% of Simplicity Wealth's portfolio in Q2 2026, its #276 holding.
  • Simplicity Wealth first reported a position in AT&T in Q1 2024 and has held it in 10 quarters since.
  • Simplicity Wealth's AT&T position peaked at $5.26M in Q2 2024.
  • 2,684 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.