WA
T icon

Wealth Alliance’s AT&T T Stock Holding History

Wealth Alliance’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 		$997K Sell
34,401
-3,981
-10% -$106K 0.1% 186
2025
Q4 		$953K Sell
38,382
-813
-2% -$20.6K 0.09% 189
2025
Q3 		$1.11M Sell
39,195
-22,565
-37% -$641K 0.11% 162
2025
Q2 		$1.79M Sell
61,760
-10,285
-14% -$283K 0.2% 95
2025
Q1 		$2.04M Sell
72,045
-9,885
-12% -$249K 0.25% 82
2024
Q4 		$1.87M Sell
81,930
-19,876
-20% -$447K 0.22% 91
2024
Q3 		$2.24M Buy
101,806
+1,626
+2% +$32.4K 0.27% 69
2024
Q2 		$1.91M Sell
100,180
-8,202
-8% -$143K 0.25% 72
2024
Q1 		$1.91M Buy
108,382
+1,127
+1% +$19.2K 0.25% 81
2023
Q4 		$1.8M Sell
107,255
-12,856
-11% -$203K 0.25% 78
2023
Q3 		$1.8M Sell
120,111
-3,912
-3% -$57.3K 0.28% 72
2023
Q2 		$1.98M Sell
124,023
-11,613
-9% -$198K 0.3% 61
2023
Q1 		$2.61M Buy
135,636
+4,786
+4% +$91.5K 0.42% 39
2022
Q4 		$2.41M Buy
130,850
+7,676
+6% +$137K 0.43% 38
2022
Q3 		$1.89M Sell
123,174
-12,032
-9% -$219K 0.37% 51
2022
Q2 		$2.83M Buy
135,206
+15,110
+13% +$301K 0.54% 30
2022
Q1 		$2.14M Buy
120,096
+21,310
+22% +$394K 0.44% 38
2021
Q4 		$1.83M Sell
98,786
-15,400
-13% -$288K 0.37% 53
2021
Q3 		$2.33M Buy
114,186
+46,367
+68% +$974K 0.52% 38
2021
Q2 		$1.47M Sell
67,819
-7,280
-10% -$166K 0.35% 62
2021
Q1 		$1.72M Sell
75,099
-23,870
-24% -$528K 0.48% 41
2020
Q4 		$2.15M Buy
98,969
+15,832
+19% +$341K 0.63% 30
2020
Q3 		$1.79M Buy
83,137
+3,574
+4% +$79.9K 0.64% 31
2020
Q2 		$1.82M Buy
79,563
+2,988
+4% +$68K 0.72% 28
2020
Q1 		$1.69M Sell
76,575
-2,158
-3% -$59K 0.91% 20
2019
Q4 		$2.32M Buy
+78,733
New +$2.27M 1.65% 17

Other funds holding T

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Alliance's T Position: Q1 2026 in Review

Wealth Alliance reduced its AT&T (T) stake by 10% in Q1 2026, selling an estimated $106K and leaving 34,401 shares worth $997K. The position accounts for 0.1% of the portfolio, ranked #186.

Wealth Alliance first reported a position in T in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.83M in Q2 2022. 2,963 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Wealth Alliance held 34,401 shares of AT&T worth $997K as of Q1 2026.
  • Wealth Alliance sold 3,981 AT&T shares in Q1 2026, an estimated $106K.
  • AT&T made up 0.1% of Wealth Alliance's portfolio in Q1 2026, its #186 holding.
  • Wealth Alliance first reported a position in AT&T in Q4 2019 and has held it in 26 quarters since.
  • Wealth Alliance's AT&T position peaked at $2.83M in Q2 2022.
  • 2,963 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.