Turning Point Benefit Group’s AT&T T Stock Holding History

Turning Point Benefit Group’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	-1,364	Closed	-$33.9K	–	706
2025 Q4	$33.9K	Buy	1,364 +493	+57%	+$12.5K	0.02%	168
2025 Q3	$24K	Buy	+871	New	+$24.7K	0.01%	174

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 $3.37T AUM 44.26% 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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Turning Point Benefit Group's T Position: Q1 2026 in Review

Turning Point Benefit Group sold out of AT&T (T) in Q1 2026, closing a stake of 1,364 shares — an estimated $33.9K sold.

Turning Point Benefit Group first reported a position in T in Q3 2025 and held it in 2 quarters. The position peaked at $33.9K in Q4 2025. 2,982 funds tracked by Wall St. Rank hold T as of Q1 2026.

Turning Point Benefit Group reported no remaining AT&T position as of Q1 2026 after selling out during the quarter.
Turning Point Benefit Group sold 1,364 AT&T shares in Q1 2026, an estimated $33.9K.
Turning Point Benefit Group first reported a position in AT&T in Q3 2025 and held it in 2 quarters.
Turning Point Benefit Group's AT&T position peaked at $33.9K in Q4 2025.
2,982 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.