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Spire Wealth Management’s AT&T T Stock Holding History

Spire Wealth Management’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 		$852K Buy
41,154
+4,068
+11% +$101K 0.03% 422
2026
Q1 		$1.08M Buy
37,086
+1,216
+3% +$32.5K 0.04% 372
2025
Q4 		$891K Sell
35,870
-1,091
-3% -$27.6K 0.03% 416
2025
Q3 		$1.04M Sell
36,961
-4,373
-11% -$124K 0.04% 371
2025
Q2 		$1.2M Sell
41,334
-37,974
-48% -$1.05M 0.04% 329
2025
Q1 		$2.24M Buy
79,308
+33,123
+72% +$833K 0.07% 248
2024
Q4 		$1.05M Buy
46,185
+100
+0.2% +$2.25K 0.03% 381
2024
Q3 		$1.01M Sell
46,085
-5,140
-10% -$102K 0.03% 373
2024
Q2 		$979K Sell
51,225
-6,021
-11% -$105K 0.03% 345
2024
Q1 		$1.01M Sell
57,246
-857
-1% -$14.6K 0.02% 376
2023
Q4 		$969K Sell
58,103
-12,040
-17% -$190K 0.03% 369
2023
Q3 		$1.05M Sell
70,143
-1,090
-2% -$16K 0.04% 319
2023
Q2 		$1.14M Sell
71,233
-2,404
-3% -$40.9K 0.04% 324
2023
Q1 		$1.42M Buy
73,637
+11,903
+19% +$227K 0.06% 282
2022
Q4 		$1.14M Buy
61,734
+21,954
+55% +$393K 0.06% 220
2022
Q3 		$610K Sell
39,780
-35,329
-47% -$643K 0.04% 293
2022
Q2 		$1.57M Sell
75,109
-45,171
-38% -$901K 0.06% 241
2022
Q1 		$2.13M Sell
120,280
-104,540
-46% -$1.93M 0.06% 259
2021
Q4 		$4.17M Sell
224,820
-12,952
-5% -$242K 0.09% 195
2021
Q3 		$4.04M Buy
237,772
+42,544
+22% +$894K 0.11% 181
2021
Q2 		$4.24M Sell
195,228
-249,195
-56% -$5.67M 0.11% 178
2021
Q1 		$9.95M Buy
+444,423
New +$9.83M 0.26% 106

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

Spire Wealth Management's T Position: Q2 2026 in Review

Spire Wealth Management increased its AT&T (T) stake by 11% in Q2 2026, buying an estimated $101K and bringing the position to 41,154 shares worth $852K. The position accounts for 0.03% of the portfolio, ranked #422.

Spire Wealth Management first reported a position in T in Q1 2021 and has held it in 22 quarters since. The position peaked at $9.95M in Q1 2021. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Spire Wealth Management held 41,154 shares of AT&T worth $852K as of Q2 2026.
  • Spire Wealth Management bought 4,068 AT&T shares in Q2 2026, an estimated $101K.
  • AT&T made up 0.03% of Spire Wealth Management's portfolio in Q2 2026, its #422 holding.
  • Spire Wealth Management first reported a position in AT&T in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's AT&T position peaked at $9.95M in Q1 2021.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.