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Tower Wealth Partners’s AT&T T Stock Holding History

Tower Wealth Partners’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 		$682K Buy
23,514
+588
+3% +$15.7K 0.38% 31
2025
Q4 		$569K Buy
22,926
+542
+2% +$13.7K 0.31% 37
2025
Q3 		$632K Buy
22,384
+440
+2% +$12.5K 0.35% 32
2025
Q2 		$635K Buy
21,944
+1,285
+6% +$35.4K 0.38% 30
2025
Q1 		$584K Buy
20,659
+1,743
+9% +$43.8K 0.31% 30
2024
Q4 		$431K Hold
18,916
– – 0.23% 42
2024
Q3 		$416K Sell
18,916
-1,085
-5% -$21.6K 0.24% 43
2024
Q2 		$382K Hold
20,001
– – 0.24% 41
2024
Q1 		$352K Sell
20,001
-75
-0.4% -$1.28K 0.23% 44
2023
Q4 		$337K Buy
20,076
+2
+0% +$32 0.24% 44
2023
Q3 		$302K Hold
20,074
– – 0.25% 43
2023
Q2 		$320K Hold
20,074
– – 0.26% 42
2023
Q1 		$386K Hold
20,074
– – 0.32% 34
2022
Q4 		$370K Hold
20,074
– – 0.32% 36
2022
Q3 		$366K Buy
20,074
+164
+0.8% +$2.98K 0.35% 36
2022
Q2 		$417K Sell
19,910
-5,920
-23% -$118K 0.55% 29
2022
Q1 		$461K Buy
25,830
+434
+2% +$8.03K 0.5% 27
2021
Q4 		$472K Hold
25,396
– – 0.48% 28
2021
Q3 		$518K Sell
25,396
-3,617
-12% -$76K 0.55% 25
2021
Q2 		$631K Sell
29,013
-2,833
-9% -$64.4K 0.69% 21
2021
Q1 		$728K Sell
31,846
-392
-1% -$8.67K 0.94% 18
2020
Q4 		$700K Buy
+32,238
New +$695K 0.8% 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

Tower Wealth Partners's T Position: Q1 2026 in Review

Tower Wealth Partners increased its AT&T (T) stake by 2.6% in Q1 2026, buying an estimated $15.7K and bringing the position to 23,514 shares worth $682K. The position accounts for 0.38% of the portfolio, ranked #31.

Tower Wealth Partners first reported a position in T in Q4 2020 and has held it in 22 quarters since. The position peaked at $728K in Q1 2021. 2,964 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Tower Wealth Partners held 23,514 shares of AT&T worth $682K as of Q1 2026.
  • Tower Wealth Partners bought 588 AT&T shares in Q1 2026, an estimated $15.7K.
  • AT&T made up 0.38% of Tower Wealth Partners's portfolio in Q1 2026, its #31 holding.
  • Tower Wealth Partners first reported a position in AT&T in Q4 2020 and has held it in 22 quarters since.
  • Tower Wealth Partners's AT&T position peaked at $728K in Q1 2021.
  • 2,964 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Tower Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.