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Sonoma Private Wealth’s AT&T T Stock Holding History

Sonoma Private 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 		$1.15M Buy
55,536
+500
+0.9% +$12.4K 1.23% 22
2026
Q1 		$1.6M Sell
55,036
-710
-1% -$19K 1.96% 13
2025
Q4 		$1.38M Buy
55,746
+407
+0.7% +$10.3K 1.67% 12
2025
Q3 		$1.56M Sell
55,339
-1,203
-2% -$34.2K 1.87% 12
2025
Q2 		$1.64M Sell
56,542
-1,605
-3% -$44.2K 2.01% 11
2025
Q1 		$1.64M Buy
58,147
+534
+0.9% +$13.4K 2.28% 9
2024
Q4 		$1.31M Buy
57,613
+629
+1% +$14.2K 2.12% 12
2024
Q3 		$1.25M Sell
56,984
-4,658
-8% -$92.7K 1.95% 12
2024
Q2 		$1.18M Sell
61,642
-531
-0.9% -$9.23K 1.91% 12
2024
Q1 		$1.09M Buy
62,173
+1,715
+3% +$29.3K 1.76% 12
2023
Q4 		$1.01M Buy
60,458
+31,666
+110% +$500K 1.68% 13
2023
Q3 		$432K Buy
28,792
+5,784
+25% +$84.8K 0.79% 50
2023
Q2 		$367K Buy
23,008
+7,975
+53% +$136K 0.64% 54
2023
Q1 		$289K Sell
15,033
-1,934
-11% -$37K 0.58% 59
2022
Q4 		$312K Buy
+16,967
New +$304K 0.69% 51

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

Sonoma Private Wealth's T Position: Q2 2026 in Review

Sonoma Private Wealth increased its AT&T (T) stake by 0.91% in Q2 2026, buying an estimated $12.4K and bringing the position to 55,536 shares worth $1.15M. The position accounts for 1.23% of the portfolio, ranked #22.

Sonoma Private Wealth first reported a position in T in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.64M in Q1 2025. 2,687 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Sonoma Private Wealth held 55,536 shares of AT&T worth $1.15M as of Q2 2026.
  • Sonoma Private Wealth bought 500 AT&T shares in Q2 2026, an estimated $12.4K.
  • AT&T made up 1.23% of Sonoma Private Wealth's portfolio in Q2 2026, its #22 holding.
  • Sonoma Private Wealth first reported a position in AT&T in Q4 2022 and has held it in 15 quarters since.
  • Sonoma Private Wealth's AT&T position peaked at $1.64M in Q1 2025.
  • 2,687 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Sonoma Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.