WWM
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Walser Wealth Management’s AT&T T Stock Holding History

Walser Wealth Management’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
Q2 		$315K Buy
15,209
+2,553
+20% +$63.4K 0.13% 159
2026
Q1 		$367K Buy
12,656
+1,230
+11% +$32.9K 0.16% 103
2025
Q4 		$284K Buy
+11,426
New +$289K 0.15% 106

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Walser Wealth Management's T Position: Q2 2026 in Review

Walser Wealth Management increased its AT&T (T) stake by 20% in Q2 2026, buying an estimated $63.4K and bringing the position to 15,209 shares worth $315K. The position accounts for 0.13% of the portfolio, ranked #159.

Walser Wealth Management first reported a position in T in Q4 2025 and has held it in 3 quarters since. The position peaked at $367K in Q1 2026. 2,669 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Walser Wealth Management held 15,209 shares of AT&T worth $315K as of Q2 2026.
  • Walser Wealth Management bought 2,553 AT&T shares in Q2 2026, an estimated $63.4K.
  • AT&T made up 0.13% of Walser Wealth Management's portfolio in Q2 2026, its #159 holding.
  • Walser Wealth Management first reported a position in AT&T in Q4 2025 and has held it in 3 quarters since.
  • Walser Wealth Management's AT&T position peaked at $367K in Q1 2026.
  • 2,669 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.