TAFW
T icon

Tred Avon Family Wealth’s AT&T T Stock Holding History

Tred Avon Family Wealth’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 		$234K Buy
8,085
+9
+0.1% +$240 0.08% 248
2025
Q4 		$201K Buy
8,076
+9
+0.1% +$228 0.07% 253
2025
Q3 		$228K Buy
+8,067
New +$229K 0.08% 227

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

Tred Avon Family Wealth's T Position: Q1 2026 in Review

Tred Avon Family Wealth increased its AT&T (T) stake by 0.11% in Q1 2026, buying an estimated $240 and bringing the position to 8,085 shares worth $234K. The position accounts for 0.08% of the portfolio, ranked #248.

Tred Avon Family Wealth first reported a position in T in Q3 2025 and has held it in 3 quarters since. 2,965 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Tred Avon Family Wealth held 8,085 shares of AT&T worth $234K as of Q1 2026.
  • Tred Avon Family Wealth bought 9 AT&T shares in Q1 2026, an estimated $240.
  • AT&T made up 0.08% of Tred Avon Family Wealth's portfolio in Q1 2026, its #248 holding.
  • Tred Avon Family Wealth first reported a position in AT&T in Q3 2025 and has held it in 3 quarters since.
  • 2,965 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.