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

Triad 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	$1.08M	Sell	37,159 -666	-2%	-$17.8K	0.09%	160
2025 Q4	$940K	Buy	37,825 +5,194	+16%	+$131K	0.09%	167
2025 Q3	$922K	Buy	32,631 +11,370	+53%	+$323K	0.12%	123
2025 Q2	$615K	Buy	21,261 +985	+5%	+$27.1K	0.12%	129
2025 Q1	$573K	Buy	20,276 +904	+5%	+$22.7K	0.18%	94
2024 Q4	$441K	Buy	19,372 +8,887	+85%	+$200K	0.16%	100
2024 Q3	$231K	Sell	10,485 -1,209	-10%	-$24.1K	0.12%	47
2024 Q2	$223K	Buy	+11,694	New	+$203K	0.12%	87

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

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

Triad Wealth Partners reduced its AT&T (T) stake by 1.8% in Q1 2026, selling an estimated $17.8K and leaving 37,159 shares worth $1.08M. The position accounts for 0.09% of the portfolio, ranked #160.

Triad Wealth Partners first reported a position in T in Q2 2024 and has held it in 8 quarters since. 2,965 funds tracked by Wall St. Rank hold T as of Q1 2026.

Triad Wealth Partners held 37,159 shares of AT&T worth $1.08M as of Q1 2026.
Triad Wealth Partners sold 666 AT&T shares in Q1 2026, an estimated $17.8K.
AT&T made up 0.09% of Triad Wealth Partners's portfolio in Q1 2026, its #160 holding.
Triad Wealth Partners first reported a position in AT&T in Q2 2024 and has held it in 8 quarters since.
2,965 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.