Waterfront Wealth
T icon

Waterfront Wealth’s AT&T T Stock Holding History

Waterfront Wealth’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
Q3 		$432K Sell
18,446
-171
-0.9% -$4.12K 0.07% 230
2026
Q2 		$393K Buy
18,617
+960
+5% +$23.8K 0.06% 234
2026
Q1 		$512K Buy
17,657
+215
+1% +$5.74K 0.09% 201
2025
Q4 		$411K Sell
17,442
-1,598
-8% -$40.5K 0.08% 210
2025
Q3 		$488K Sell
19,040
-739
-4% -$21K 0.1% 191
2025
Q2 		$572K Buy
19,779
+1,601
+9% +$44.1K 0.13% 181
2025
Q1 		$514K Sell
18,178
-93
-0.5% -$2.34K 0.13% 176
2024
Q4 		$416K Buy
18,271
+2,461
+16% +$55.4K 0.1% 193
2024
Q3 		$352K Sell
15,810
-310
-2% -$6.17K 0.09% 204
2024
Q2 		$308K Buy
16,120
+13
+0.1% +$226 0.08% 200
2024
Q1 		$265K Sell
16,107
-589
-4% -$10.1K 0.07% 215
2023
Q4 		$280K Sell
16,696
-36
-0.2% -$568 0.08% 203
2023
Q3 		$249K Sell
16,732
-2,922
-15% -$42.8K 0.08% 209
2023
Q2 		$291K Sell
19,654
-189
-1% -$3.22K 0.09% 204
2023
Q1 		$382K Sell
19,843
-273
-1% -$5.22K 0.12% 180
2022
Q4 		$401K Sell
20,116
-2,795
-12% -$50K 0.14% 179
2022
Q3 		$415K Buy
22,911
+1,402
+7% +$25.5K 0.16% 163
2022
Q2 		$451K Sell
21,509
-6,982
-25% -$139K 0.18% 150
2022
Q1 		$519K Buy
28,491
+2,214
+8% +$41K 0.18% 125
2021
Q4 		$488K Sell
26,277
-2,609
-9% -$48.8K 0.19% 123
2021
Q3 		$589K Sell
28,886
-174
-0.6% -$3.66K 0.28% 86
2021
Q2 		$632K Buy
29,060
+1,170
+4% +$26.6K 0.3% 84
2021
Q1 		$642K Buy
27,890
+438
+2% +$9.7K 0.32% 83
2020
Q4 		$596K Buy
+27,452
New +$592K 0.42% 60

Other funds holding T

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Waterfront Wealth's T Position: Q3 2026 in Review

Waterfront Wealth reduced its AT&T (T) stake by 0.92% in Q3 2026, selling an estimated $4.12K and leaving 18,446 shares worth $432K. The position accounts for 0.07% of the portfolio, ranked #230.

Waterfront Wealth first reported a position in T in Q4 2020 and has held it in 24 quarters since. The position peaked at $642K in Q1 2021. 2,267 funds tracked by Wall St. Rank hold T as of Q3 2026.

  • Waterfront Wealth held 18,446 shares of AT&T worth $432K as of Q3 2026.
  • Waterfront Wealth sold 171 AT&T shares in Q3 2026, an estimated $4.12K.
  • AT&T made up 0.07% of Waterfront Wealth's portfolio in Q3 2026, its #230 holding.
  • Waterfront Wealth first reported a position in AT&T in Q4 2020 and has held it in 24 quarters since.
  • Waterfront Wealth's AT&T position peaked at $642K in Q1 2021.
  • 2,267 funds tracked by Wall St. Rank held AT&T as of Q3 2026.

Based on Waterfront Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.