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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Simplicity Wealth's T Position: Q1 2026 in Review

Simplicity Wealth increased its AT&T (T) stake by 1.5% in Q1 2026, buying an estimated $26K and bringing the position to 64,546 shares worth $1.87M. The position accounts for 0.11% of the portfolio, ranked #188.

Simplicity Wealth first reported a position in T in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.26M in Q2 2024. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

Simplicity Wealth held 64,546 shares of AT&T worth $1.87M as of Q1 2026.
Simplicity Wealth bought 973 AT&T shares in Q1 2026, an estimated $26K.
AT&T made up 0.11% of Simplicity Wealth's portfolio in Q1 2026, its #188 holding.
Simplicity Wealth first reported a position in AT&T in Q1 2024 and has held it in 9 quarters since.
Simplicity Wealth's AT&T position peaked at $5.26M in Q2 2024.
2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.