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Synergy Investment Management’s AT&T T Stock Holding History

Synergy Investment 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 		$72.5K Buy
+2,502
New +$66.8K 0.02% 238
2025
Q2 		– Sell
-246
Closed -$6.96K – 512
2025
Q1 		$6.96K Sell
246
-83
-25% -$2.09K ﹤0.01% 413
2024
Q4 		$7.47K Buy
+329
New +$7.4K ﹤0.01% 416

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

Synergy Investment Management's T Position: Q1 2026 in Review

Synergy Investment Management opened a new position in AT&T (T) in Q1 2026: 2,502 shares worth $72.5K. The stake represents 0.02% of the portfolio and ranks #238 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in T as recently as Q1 2025.

Synergy Investment Management first reported a position in T in Q4 2024 and has held it in 3 quarters since. 2,963 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Synergy Investment Management held 2,502 shares of AT&T worth $72.5K as of Q1 2026.
  • AT&T was a new Synergy Investment Management position in Q1 2026.
  • AT&T made up 0.02% of Synergy Investment Management's portfolio in Q1 2026, its #238 holding.
  • Synergy Investment Management first reported a position in AT&T in Q4 2024 and has held it in 3 quarters since.
  • 2,963 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.