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 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 $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

SMART Wealth's T Position: Q1 2026 in Review

SMART Wealth reduced its AT&T (T) stake by 9.2% in Q1 2026, selling an estimated $25.8K and leaving 9,518 shares worth $276K. The position accounts for 0.08% of the portfolio, ranked #179.

SMART Wealth first reported a position in T in Q2 2024 and has held it in 4 quarters since. The position peaked at $1.2M in Q2 2025. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

SMART Wealth held 9,518 shares of AT&T worth $276K as of Q1 2026.
SMART Wealth sold 967 AT&T shares in Q1 2026, an estimated $25.8K.
AT&T made up 0.08% of SMART Wealth's portfolio in Q1 2026, its #179 holding.
SMART Wealth first reported a position in AT&T in Q2 2024 and has held it in 4 quarters since.
SMART Wealth's AT&T position peaked at $1.2M in Q2 2025.
2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.