UP Strategic Wealth Investment Advisors’s AT&T T Stock Holding History

UP Strategic Wealth Investment 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	$321K	Sell	12,690 -56	-0.4%	-$1.5K	0.2%	68
2025 Q4	$346K	Sell	12,746 -921	-7%	-$23.3K	0.25%	62
2025 Q3	$356K	Sell	13,667 -32	-0.2%	-$909	0.27%	57
2025 Q2	$396K	Sell	13,699 -2,082	-13%	-$57.4K	0.31%	52
2025 Q1	$446K	Buy	15,781 +1,675	+12%	+$42.1K	0.4%	46
2024 Q4	$321K	Buy	14,106 +966	+7%	+$21.7K	0.32%	51
2024 Q3	$289K	Buy	13,140 +1,713	+15%	+$34.1K	0.32%	58
2024 Q2	$218K	Buy	+11,427	New	+$199K	0.33%	55
2024 Q1	–	Sell	-10,156	Closed	-$170K	–	61
2023 Q4	$170K	Buy	+10,156	New	+$160K	0.31%	56

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

UP Strategic Wealth Investment Advisors's T Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors reduced its AT&T (T) stake by 0.44% in Q1 2026, selling an estimated $1.5K and leaving 12,690 shares worth $321K. The position accounts for 0.2% of the portfolio, ranked #68.

UP Strategic Wealth Investment Advisors first reported a position in T in Q4 2023 and has held it in 9 quarters since. The position peaked at $446K in Q1 2025. 2,964 funds tracked by Wall St. Rank hold T as of Q1 2026.

UP Strategic Wealth Investment Advisors held 12,690 shares of AT&T worth $321K as of Q1 2026.
UP Strategic Wealth Investment Advisors sold 56 AT&T shares in Q1 2026, an estimated $1.5K.
AT&T made up 0.2% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #68 holding.
UP Strategic Wealth Investment Advisors first reported a position in AT&T in Q4 2023 and has held it in 9 quarters since.
UP Strategic Wealth Investment Advisors's AT&T position peaked at $446K in Q1 2025.
2,964 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.