SMART Wealth’s AT&T T Stock Holding History

SMART 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	–	Sell	-9,518	Closed	-$276K	–	254
2026 Q1	$276K	Sell	9,518 -967	-9%	-$25.8K	0.08%	179
2025 Q4	$260K	Buy	+10,485	New	+$265K	0.08%	156
2025 Q3	–	Sell	-41,615	Closed	-$1.2M	–	177
2025 Q2	$1.2M	Buy	+41,615	New	+$1.15M	0.38%	79
2024 Q3	–	Sell	-13,773	Closed	-$263K	–	158
2024 Q2	$263K	Buy	+13,773	New	+$239K	0.11%	106

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

SMART Wealth's T Position: Q2 2026 in Review

SMART Wealth sold out of AT&T (T) in Q2 2026, closing a stake of 9,518 shares — an estimated $276K sold.

SMART Wealth first reported a position in T in Q2 2024 and held it in 4 quarters. The position peaked at $1.2M in Q2 2025. 2,684 funds tracked by Wall St. Rank hold T as of Q2 2026.

SMART Wealth reported no remaining AT&T position as of Q2 2026 after selling out during the quarter.
SMART Wealth sold 9,518 AT&T shares in Q2 2026, an estimated $276K.
SMART Wealth first reported a position in AT&T in Q2 2024 and held it in 4 quarters.
SMART Wealth's AT&T position peaked at $1.2M in Q2 2025.
2,684 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

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