TA
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TruWealth Advisors’s AT&T T Stock Holding History

TruWealth Advisors’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 		$14.9M Buy
515,189
+496,124
+2,602% +$13.3M 0.72% 47
2025
Q4 		$474K Buy
19,065
+1,053
+6% +$26.7K 0.02% 125
2025
Q3 		$509K Sell
18,012
-352
-2% -$9.99K 0.03% 120
2025
Q2 		$531K Buy
18,364
+4
+0% +$110 0.03% 111
2025
Q1 		$519K Buy
18,360
+4,321
+31% +$109K 0.03% 107
2024
Q4 		$320K Sell
14,039
-388
-3% -$8.73K 0.02% 124
2024
Q3 		$317K Sell
14,427
-1,194
-8% -$23.8K 0.02% 125
2024
Q2 		$299K Buy
15,621
+418
+3% +$7.27K 0.02% 130
2024
Q1 		$268K Sell
15,203
-726
-5% -$12.4K 0.02% 136
2023
Q4 		$267K Sell
15,929
-875
-5% -$13.8K 0.02% 125
2023
Q3 		$252K Buy
16,804
+309
+2% +$4.53K 0.02% 125
2023
Q2 		$263K Sell
16,495
-290
-2% -$4.94K 0.02% 128
2023
Q1 		$323K Buy
16,785
+3,605
+27% +$68.9K 0.03% 110
2022
Q4 		$243K Sell
13,180
-1,440
-10% -$25.8K 0.02% 124
2022
Q3 		$224K Sell
14,620
-2,512
-15% -$45.7K 0.02% 122
2022
Q2 		$359K Sell
17,132
-4,976
-23% -$99.2K 0.04% 93
2022
Q1 		$395K Sell
22,108
-1,753
-7% -$32.4K 0.04% 82
2021
Q4 		$443K Sell
23,861
-620
-3% -$11.6K 0.04% 80
2021
Q3 		$499K Buy
24,481
+1,561
+7% +$32.8K 0.06% 76
2021
Q2 		$498K Buy
22,920
+3,604
+19% +$82K 0.06% 75
2021
Q1 		$442K Sell
19,316
-3,405
-15% -$75.3K 0.06% 72
2020
Q4 		$494K Buy
+22,721
New +$490K 0.07% 73

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TruWealth Advisors's T Position: Q1 2026 in Review

TruWealth Advisors increased its AT&T (T) stake by 2,602% in Q1 2026, buying an estimated $13.3M and bringing the position to 515,189 shares worth $14.9M. The position accounts for 0.72% of the portfolio, ranked #47.

TruWealth Advisors first reported a position in T in Q4 2020 and has held it in 22 quarters since. 2,982 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • TruWealth Advisors held 515,189 shares of AT&T worth $14.9M as of Q1 2026.
  • TruWealth Advisors bought 496,124 AT&T shares in Q1 2026, an estimated $13.3M.
  • AT&T made up 0.72% of TruWealth Advisors's portfolio in Q1 2026, its #47 holding.
  • TruWealth Advisors first reported a position in AT&T in Q4 2020 and has held it in 22 quarters since.
  • 2,982 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.