SimplyRich’s AT&T T Stock Holding History

SimplyRich’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	$743K	Buy	25,662 +3,295	+15%	+$88K	0.19%	101
2025 Q4	$555K	Sell	22,367 -61	-0.3%	-$1.54K	0.15%	124
2025 Q3	$633K	Sell	22,428 -28	-0.1%	-$795	0.17%	115
2025 Q2	$649K	Hold	22,456	–	–	0.18%	111
2025 Q1	$635K	Buy	22,456 +9,042	+67%	+$227K	0.18%	110
2024 Q4	$305K	Buy	13,414 +1,091	+9%	+$24.6K	0.09%	180
2024 Q3	$271K	Buy	+12,323	New	+$245K	0.08%	193
2021 Q3	–	Sell	-9,531	Closed	-$207K	–	183
2021 Q2	$207K	Hold	9,531	–	–	0.1%	156
2021 Q1	$218K	Hold	9,531	–	–	0.09%	159
2020 Q4	$207K	Sell	9,531 -16,697	-64%	-$360K	0.09%	149
2020 Q3	$565K	Hold	26,228	–	–	0.28%	82
2020 Q2	$593K	Sell	26,228 -200	-0.8%	-$4.55K	0.33%	76
2020 Q1	$603K	Sell	26,428 -2,128	-7%	-$58.1K	0.4%	67
2019 Q4	$842K	Sell	28,556 -32	-0.1%	-$924	0.42%	68
2019 Q3	$808K	Hold	28,588	–	–	0.44%	64
2019 Q2	$724K	Sell	28,588 -267	-0.9%	-$6.4K	0.4%	71
2019 Q1	$683K	Sell	28,855 -795	-3%	-$18.3K	0.56%	50
2018 Q4	$637K	Sell	29,650 -1,554	-5%	-$36.2K	0.59%	53
2018 Q3	$791K	Sell	31,204 -2,253	-7%	-$55.2K	0.43%	71
2018 Q2	$811K	Hold	33,457	–	–	0.47%	69
2018 Q1	$901K	Sell	33,457 -3,758	-10%	-$105K	0.5%	61
2017 Q4	$1.09M	Buy	+37,215	New	+$1.02M	0.61%	51

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

SimplyRich's T Position: Q1 2026 in Review

SimplyRich increased its AT&T (T) stake by 15% in Q1 2026, buying an estimated $88K and bringing the position to 25,662 shares worth $743K. The position accounts for 0.19% of the portfolio, ranked #101.

SimplyRich first reported a position in T in Q4 2017 and has held it in 22 quarters since. The position peaked at $1.09M in Q4 2017. 2,965 funds tracked by Wall St. Rank hold T as of Q1 2026.

SimplyRich held 25,662 shares of AT&T worth $743K as of Q1 2026.
SimplyRich bought 3,295 AT&T shares in Q1 2026, an estimated $88K.
AT&T made up 0.19% of SimplyRich's portfolio in Q1 2026, its #101 holding.
SimplyRich first reported a position in AT&T in Q4 2017 and has held it in 22 quarters since.
SimplyRich's AT&T position peaked at $1.09M in Q4 2017.
2,965 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on SimplyRich's 13F filing for Q1 2026, filed 1 May 2026.