TI
T icon

tru Independence’s AT&T T Stock Holding History

tru Independence’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 		– Sell
-234,715
Closed -$5.83M – 128
2025
Q4 		$5.83M Buy
234,715
+3,894
+2% +$98.6K 1.47% 20
2025
Q3 		$6.52M Sell
230,821
-5,498
-2% -$156K 1.69% 16
2025
Q2 		$6.84M Sell
236,319
-19,483
-8% -$537K 1.98% 12
2025
Q1 		$7.23M Buy
255,802
+565
+0.2% +$14.2K 2.25% 10
2024
Q4 		$5.81M Sell
255,237
-11,617
-4% -$261K 1.83% 18
2024
Q3 		$5.87M Sell
266,854
-4,717
-2% -$93.9K 1.72% 20
2024
Q2 		$5.19M Buy
271,571
+1,775
+0.7% +$30.9K 1.57% 28
2024
Q1 		$4.75M Sell
269,796
-3,541
-1% -$60.5K 1.4% 38
2023
Q4 		$4.59M Sell
273,337
-17,156
-6% -$271K 1.39% 36
2023
Q3 		$4.36M Sell
290,493
-10,440
-3% -$153K 1.51% 30
2023
Q2 		$4.8M Buy
300,933
+9,246
+3% +$157K 1.58% 28
2023
Q1 		$5.61M Sell
291,687
-31,434
-10% -$601K 1.81% 15
2022
Q4 		$5.95M Sell
323,121
-4,959
-2% -$88.8K 1.93% 16
2022
Q3 		$5.03M Buy
328,080
+109,239
+50% +$1.99M 1.78% 16
2022
Q2 		$4.59M Sell
218,841
-68,760
-24% -$1.37M 1.47% 35
2022
Q1 		$5.13M Buy
287,601
+121,481
+73% +$2.25M 1.39% 35
2021
Q4 		$3.09M Sell
166,120
-60,671
-27% -$1.13M 0.84% 53
2021
Q3 		$4.63M Sell
226,791
-2,007
-0.9% -$42.2K 1.29% 39
2021
Q2 		$4.97M Buy
228,798
+601
+0.3% +$13.7K 1.46% 36
2021
Q1 		$5.22M Buy
228,197
+213,943
+1,501% +$4.73M 0.99% 38
2020
Q4 		$309 Sell
14,254
-232,038
-94% -$5M ﹤0.01% 404
2020
Q3 		$5.3M Sell
246,292
-6,657
-3% -$149K 1.5% 21
2020
Q2 		$5.77K Sell
252,949
-5,555
-2% -$127K 0.83% 21
2020
Q1 		$5.69K Sell
258,504
-241,975
-48% -$6.61M 0.93% 17
2019
Q4 		$12.8M Buy
+500,479
New +$14.5M 1.85% 3

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

tru Independence's T Position: Q1 2026 in Review

tru Independence sold out of AT&T (T) in Q1 2026, closing a stake of 234,715 shares — an estimated $5.83M sold.

tru Independence first reported a position in T in Q4 2019 and held it in 25 quarters. The position peaked at $12.8M in Q4 2019. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • tru Independence reported no remaining AT&T position as of Q1 2026 after selling out during the quarter.
  • tru Independence sold 234,715 AT&T shares in Q1 2026, an estimated $5.83M.
  • tru Independence first reported a position in AT&T in Q4 2019 and held it in 25 quarters.
  • tru Independence's AT&T position peaked at $12.8M in Q4 2019.
  • 2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on tru Independence's 13F filing for Q1 2026, filed 22 Apr 2026.