Wallace Advisory Group’s AT&T T Stock Holding History

Wallace Advisory 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	$549K	Buy	18,934 +2,041	+12%	+$54.5K	0.59%	35
2025 Q4	$420K	Sell	16,893 -6,785	-29%	-$172K	0.44%	57
2025 Q3	$685K	Sell	23,678 -2,853	-11%	-$81K	0.55%	44
2025 Q2	$750K	Sell	26,531 -11,653	-31%	-$321K	0.54%	48
2025 Q1	$869K	Buy	38,184 +82	+0.2%	+$2.06K	0.6%	42
2024 Q4	$838K	Sell	38,102 -827	-2%	-$18.6K	0.58%	45
2024 Q3	$744K	Hold	38,929	–	–	0.54%	44
2024 Q2	$744K	Buy	38,929 +3,181	+9%	+$55.3K	0.54%	44
2024 Q1	$600K	Sell	35,748 -5,122	-13%	-$87.5K	0.45%	56
2023 Q4	$614K	Buy	40,870 +14,418	+55%	+$228K	0.48%	42
2023 Q3	$422K	Buy	26,452 +2,299	+10%	+$33.7K	0.3%	87
2023 Q2	$465K	Hold	24,153	–	–	0.35%	81
2023 Q1	$465K	Buy	24,153 +7,033	+41%	+$134K	0.35%	81
2022 Q4	$315K	Buy	+17,120	New	+$306K	0.25%	111

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

Wallace Advisory Group's T Position: Q1 2026 in Review

Wallace Advisory Group increased its AT&T (T) stake by 12% in Q1 2026, buying an estimated $54.5K and bringing the position to 18,934 shares worth $549K. The position accounts for 0.59% of the portfolio, ranked #35.

Wallace Advisory Group first reported a position in T in Q4 2022 and has held it in 14 quarters since. The position peaked at $869K in Q1 2025. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

Wallace Advisory Group held 18,934 shares of AT&T worth $549K as of Q1 2026.
Wallace Advisory Group bought 2,041 AT&T shares in Q1 2026, an estimated $54.5K.
AT&T made up 0.59% of Wallace Advisory Group's portfolio in Q1 2026, its #35 holding.
Wallace Advisory Group first reported a position in AT&T in Q4 2022 and has held it in 14 quarters since.
Wallace Advisory Group's AT&T position peaked at $869K in Q1 2025.
2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.