SWM
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Stockman Wealth Management’s AT&T T Stock Holding History

Stockman 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
Q1 		$314K Sell
10,817
-163
-1% -$4.35K 0.03% 134
2025
Q4 		$273K Buy
10,980
+2,919
+36% +$73.9K 0.03% 146
2025
Q3 		$228K Buy
8,061
+415
+5% +$11.8K 0.03% 164
2025
Q2 		$221K Sell
7,646
-400
-5% -$11K 0.03% 162
2025
Q1 		$228K Buy
+8,046
New +$202K 0.03% 151
2024
Q1 		– Sell
-11,019
Closed -$185K – 185
2023
Q4 		$185K Sell
11,019
-3,943
-26% -$62.3K 0.04% 167
2023
Q3 		$225K Sell
14,962
-423,835
-97% -$6.21M 0.05% 164
2023
Q2 		$7M Buy
438,797
+30,319
+7% +$516K 1.5% 26
2023
Q1 		$7.86M Buy
408,478
+10,310
+3% +$197K 1.76% 17
2022
Q4 		$7.33M Sell
398,168
-14,978
-4% -$268K 1.68% 25
2022
Q3 		$6.34M Buy
413,146
+69,974
+20% +$1.27M 1.71% 25
2022
Q2 		$7.19M Sell
343,172
-78,371
-19% -$1.56M 1.83% 19
2022
Q1 		$7.52M Buy
421,543
+36,593
+10% +$677K 1.56% 21
2021
Q4 		$7.15M Buy
384,950
+21,634
+6% +$404K 1.46% 22
2021
Q3 		$7.41M Buy
363,316
+35,764
+11% +$751K 1.65% 16
2021
Q2 		$7.12M Buy
327,552
+15,877
+5% +$361K 1.7% 15
2021
Q1 		$7.13M Buy
311,675
+31,863
+11% +$704K 1.98% 10
2020
Q4 		$6.08M Buy
279,812
+12,315
+5% +$266K 1.86% 13
2020
Q3 		$5.76M Buy
267,497
+11,012
+4% +$246K 2.1% 9
2020
Q2 		$5.86M Buy
256,485
+17,163
+7% +$391K 2.19% 8
2020
Q1 		$5.27M Buy
239,322
+2,767
+1% +$75.6K 2.34% 9
2019
Q4 		$6.98M Sell
236,555
-3,726
-2% -$108K 2.48% 8
2019
Q3 		$6.87M Buy
240,281
+3,956
+2% +$105K 2.63% 7
2019
Q2 		$5.98M Sell
236,325
-4,275
-2% -$103K 2.44% 7
2019
Q1 		$5.7M Buy
240,600
+2,224
+0.9% +$51.2K 2.49% 9
2018
Q4 		$5.14M Buy
238,376
+4,940
+2% +$115K 2.45% 9
2018
Q3 		$5.92M Buy
233,436
+12,500
+6% +$306K 2.55% 10
2018
Q2 		$5.36M Buy
220,936
+44,837
+25% +$1.13M 2.45% 9
2018
Q1 		$4.74M Buy
176,099
+8,209
+5% +$228K 2.17% 12
2017
Q4 		$4.93M Buy
167,890
+1,499
+0.9% +$40.9K 2.21% 11
2017
Q3 		$4.92M Buy
166,391
+109,778
+194% +$3.12M 2.35% 9
2017
Q2 		$1.61M Sell
56,613
-69,878
-55% -$2.06M 1.61% 21
2017
Q1 		$3.97M Buy
126,491
+5,456
+5% +$172K 2.26% 11
2016
Q4 		$3.89M Buy
121,035
+2,456
+2% +$72.5K 2.36% 9
2016
Q3 		$3.64M Buy
118,579
+17,812
+18% +$563K 2.25% 12
2016
Q2 		$3.29M Sell
100,767
-3,697
-4% -$110K 2.57% 11
2016
Q1 		$3.09M Buy
104,464
+3,194
+3% +$88.5K 2.45% 13
2015
Q4 		$2.63M Buy
101,270
+5,058
+5% +$128K 2.13% 15
2015
Q3 		$2.37M Buy
96,212
+10,279
+12% +$262K 2.04% 15
2015
Q2 		$2.31M Sell
85,933
-1,944
-2% -$50.2K 1.96% 16
2015
Q1 		$2.17M Buy
87,877
+5,503
+7% +$140K 1.85% 16
2014
Q4 		$2.09M Buy
+82,374
New +$2.14M 1.79% 16

Other funds holding T

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stockman Wealth Management's T Position: Q1 2026 in Review

Stockman Wealth Management reduced its AT&T (T) stake by 1.5% in Q1 2026, selling an estimated $4.35K and leaving 10,817 shares worth $314K. The position accounts for 0.03% of the portfolio, ranked #134.

Stockman Wealth Management first reported a position in T in Q4 2014 and has held it in 42 quarters since. The position peaked at $7.86M in Q1 2023. 2,965 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Stockman Wealth Management held 10,817 shares of AT&T worth $314K as of Q1 2026.
  • Stockman Wealth Management sold 163 AT&T shares in Q1 2026, an estimated $4.35K.
  • AT&T made up 0.03% of Stockman Wealth Management's portfolio in Q1 2026, its #134 holding.
  • Stockman Wealth Management first reported a position in AT&T in Q4 2014 and has held it in 42 quarters since.
  • Stockman Wealth Management's AT&T position peaked at $7.86M in Q1 2023.
  • 2,965 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Stockman Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.