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 Q2	–	Sell	-8,085	Closed	-$234K	–	274
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Tred Avon Family Wealth's T Position: Q2 2026 in Review

Tred Avon Family Wealth sold out of AT&T (T) in Q2 2026, closing a stake of 8,085 shares — an estimated $234K sold.

Tred Avon Family Wealth first reported a position in T in Q3 2025 and held it in 3 quarters. The position peaked at $234K in Q1 2026. 2,696 funds tracked by Wall St. Rank hold T as of Q2 2026.

Tred Avon Family Wealth reported no remaining AT&T position as of Q2 2026 after selling out during the quarter.
Tred Avon Family Wealth sold 8,085 AT&T shares in Q2 2026, an estimated $234K.
Tred Avon Family Wealth first reported a position in AT&T in Q3 2025 and held it in 3 quarters.
Tred Avon Family Wealth's AT&T position peaked at $234K in Q1 2026.
2,696 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.