Trace Wealth Advisors’s AT&T T Stock Holding History

Trace Wealth Advisors’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	$214K	Buy	+7,370	New	+$197K	0.16%	60
2025 Q4	–	Sell	-8,264	Closed	-$233K	–	72
2025 Q3	$233K	Buy	8,264 +9	+0.1%	+$256	0.17%	60
2025 Q2	$239K	Buy	8,255 +9	+0.1%	+$248	0.2%	51
2025 Q1	$233K	Buy	+8,246	New	+$207K	0.21%	53

Other funds holding T

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Trace Wealth Advisors's T Position: Q1 2026 in Review

Trace Wealth Advisors opened a new position in AT&T (T) in Q1 2026: 7,370 shares worth $214K. The stake represents 0.16% of the portfolio and ranks #60 among its holdings. This is a return to the name: Trace Wealth Advisors previously reported a position in T as recently as Q3 2025.

Trace Wealth Advisors first reported a position in T in Q1 2025 and has held it in 4 quarters since. The position peaked at $239K in Q2 2025. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

Trace Wealth Advisors held 7,370 shares of AT&T worth $214K as of Q1 2026.
AT&T was a new Trace Wealth Advisors position in Q1 2026.
AT&T made up 0.16% of Trace Wealth Advisors's portfolio in Q1 2026, its #60 holding.
Trace Wealth Advisors first reported a position in AT&T in Q1 2025 and has held it in 4 quarters since.
Trace Wealth Advisors's AT&T position peaked at $239K in Q2 2025.
2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Trace Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.