TWM
T icon

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

TCFG 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 		$384K Sell
13,266
-95
-0.7% -$2.54K 0.14% 158
2025
Q4 		$332K Sell
13,361
-219
-2% -$5.54K 0.13% 182
2025
Q3 		$383K Sell
13,580
-997
-7% -$28.3K 0.15% 169
2025
Q2 		$422K Sell
14,577
-708
-5% -$19.5K 0.19% 144
2025
Q1 		$432K Sell
15,285
-873
-5% -$22K 0.22% 116
2024
Q4 		$368K Buy
16,158
+569
+4% +$12.8K 0.19% 133
2024
Q3 		$343K Buy
+15,589
New +$310K 0.17% 137

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

TCFG Wealth Management reduced its AT&T (T) stake by 0.71% in Q1 2026, selling an estimated $2.54K and leaving 13,266 shares worth $384K. The position accounts for 0.14% of the portfolio, ranked #158.

TCFG Wealth Management first reported a position in T in Q3 2024 and has held it in 7 quarters since. The position peaked at $432K in Q1 2025. 2,983 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • TCFG Wealth Management held 13,266 shares of AT&T worth $384K as of Q1 2026.
  • TCFG Wealth Management sold 95 AT&T shares in Q1 2026, an estimated $2.54K.
  • AT&T made up 0.14% of TCFG Wealth Management's portfolio in Q1 2026, its #158 holding.
  • TCFG Wealth Management first reported a position in AT&T in Q3 2024 and has held it in 7 quarters since.
  • TCFG Wealth Management's AT&T position peaked at $432K in Q1 2025.
  • 2,983 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.