TWM
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Tortuga Wealth Management’s AT&T T Stock Holding History

Tortuga 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 		$1.18M Buy
40,735
+527
+1% +$14.1K 1.1% 23
2025
Q4 		$999K Buy
+40,208
New +$1.02M 1.05% 25

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

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

Tortuga Wealth Management increased its AT&T (T) stake by 1.3% in Q1 2026, buying an estimated $14.1K and bringing the position to 40,735 shares worth $1.18M. The position accounts for 1.1% of the portfolio, ranked #23.

Tortuga Wealth Management first reported a position in T in Q4 2025 and has held it in 2 quarters since. 2,963 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Tortuga Wealth Management held 40,735 shares of AT&T worth $1.18M as of Q1 2026.
  • Tortuga Wealth Management bought 527 AT&T shares in Q1 2026, an estimated $14.1K.
  • AT&T made up 1.1% of Tortuga Wealth Management's portfolio in Q1 2026, its #23 holding.
  • Tortuga Wealth Management first reported a position in AT&T in Q4 2025 and has held it in 2 quarters since.
  • 2,963 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Tortuga Wealth Management's 13F filing for Q1 2026, filed 17 Jul 2026.