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

Tradition 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
Q2 		$311K Sell
15,021
-416
-3% -$10.3K 0.02% 406
2026
Q1 		$448K Buy
15,437
+796
+5% +$21.3K 0.03% 308
2025
Q4 		$364K Sell
14,641
-1,062
-7% -$26.9K 0.03% 341
2025
Q3 		$443K Buy
15,703
+472
+3% +$13.4K 0.03% 309
2025
Q2 		$441K Buy
15,231
+543
+4% +$15K 0.04% 284
2025
Q1 		$415K Buy
14,688
+2,452
+20% +$61.7K 0.04% 281
2024
Q4 		$279K Sell
12,236
-26
-0.2% -$585 0.02% 333
2024
Q3 		$270K Buy
+12,262
New +$244K 0.02% 343
2024
Q1 		– Sell
-9,592
Closed -$161K – 1090
2023
Q4 		$161K Buy
9,592
+20
+0.2% +$316 0.02% 358
2023
Q3 		$144K Buy
9,572
+140
+1% +$2.05K 0.02% 355
2023
Q2 		$150K Sell
9,432
-22,085
-70% -$376K 0.02% 363
2023
Q1 		$607K Sell
31,517
-1,835
-6% -$35.1K 0.08% 148
2022
Q4 		$614K Sell
33,352
-1,988
-6% -$35.6K 0.09% 140
2022
Q3 		$542K Sell
35,340
-633
-2% -$11.5K 0.08% 150
2022
Q2 		$754K Sell
35,973
-18,251
-34% -$364K 0.11% 128
2022
Q1 		$968K Buy
54,224
+28,949
+115% +$536K 0.12% 129
2021
Q4 		$470K Sell
25,275
-3,037
-11% -$56.8K 0.06% 191
2021
Q3 		$578K Buy
28,312
+384
+1% +$8.07K 0.08% 160
2021
Q2 		$607K Buy
27,928
+3,809
+16% +$86.6K 0.09% 164
2021
Q1 		$551K Buy
24,119
+30
+0.1% +$663 0.1% 151
2020
Q4 		$523K Buy
+24,089
New +$519K 0.1% 147

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Tradition Wealth Management's T Position: Q2 2026 in Review

Tradition Wealth Management reduced its AT&T (T) stake by 2.7% in Q2 2026, selling an estimated $10.3K and leaving 15,021 shares worth $311K. The position accounts for 0.02% of the portfolio, ranked #406.

Tradition Wealth Management first reported a position in T in Q4 2020 and has held it in 21 quarters since. The position peaked at $968K in Q1 2022. 2,691 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Tradition Wealth Management held 15,021 shares of AT&T worth $311K as of Q2 2026.
  • Tradition Wealth Management sold 416 AT&T shares in Q2 2026, an estimated $10.3K.
  • AT&T made up 0.02% of Tradition Wealth Management's portfolio in Q2 2026, its #406 holding.
  • Tradition Wealth Management first reported a position in AT&T in Q4 2020 and has held it in 21 quarters since.
  • Tradition Wealth Management's AT&T position peaked at $968K in Q1 2022.
  • 2,691 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.