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 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 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

Sonoma Private Wealth's T Position: Q1 2026 in Review

Sonoma Private Wealth reduced its AT&T (T) stake by 1.3% in Q1 2026, selling an estimated $19K and leaving 55,036 shares worth $1.6M. The position accounts for 1.96% of the portfolio, ranked #13.

Sonoma Private Wealth first reported a position in T in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.64M in Q1 2025. 2,965 funds tracked by Wall St. Rank hold T as of Q1 2026.

Sonoma Private Wealth held 55,036 shares of AT&T worth $1.6M as of Q1 2026.
Sonoma Private Wealth sold 710 AT&T shares in Q1 2026, an estimated $19K.
AT&T made up 1.96% of Sonoma Private Wealth's portfolio in Q1 2026, its #13 holding.
Sonoma Private Wealth first reported a position in AT&T in Q4 2022 and has held it in 14 quarters since.
Sonoma Private Wealth's AT&T position peaked at $1.64M in Q1 2025.
2,965 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Sonoma Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.