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Wealth Dimensions Group’s AT&T T Stock Holding History

Wealth Dimensions 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
Q2 		$446K Sell
21,556
-80
-0.4% -$1.99K 0.08% 116
2026
Q1 		$627K Sell
21,636
-676
-3% -$18.1K 0.12% 90
2025
Q4 		$554K Sell
22,312
-420
-2% -$10.6K 0.11% 97
2025
Q3 		$642K Buy
22,732
+1,563
+7% +$44.4K 0.13% 89
2025
Q2 		$613K Buy
21,169
+585
+3% +$16.1K 0.14% 92
2025
Q1 		$582K Buy
20,584
+27
+0.1% +$679 0.14% 87
2024
Q4 		$468K Sell
20,557
-78
-0.4% -$1.75K 0.11% 96
2024
Q3 		$454K Buy
20,635
+134
+0.7% +$2.67K 0.12% 93
2024
Q2 		$392K Buy
20,501
+3,141
+18% +$54.6K 0.11% 96
2024
Q1 		$306K Sell
17,360
-690
-4% -$11.8K 0.09% 110
2023
Q4 		$303K Sell
18,050
-2
-0% -$32 0.1% 108
2023
Q3 		$271K Sell
18,052
-3,208
-15% -$47K 0.1% 108
2023
Q2 		$339K Buy
21,260
+452
+2% +$7.7K 0.12% 102
2023
Q1 		$401K Buy
20,808
+48
+0.2% +$917 0.16% 87
2022
Q4 		$382K Buy
20,760
+2,081
+11% +$37.2K 0.16% 93
2022
Q3 		$287K Sell
18,679
-168
-0.9% -$3.06K 0.14% 95
2022
Q2 		$395K Sell
18,847
-6,106
-24% -$122K 0.19% 83
2022
Q1 		$445K Sell
24,953
-153
-0.6% -$2.83K 0.21% 85
2021
Q4 		$466K Sell
25,106
-1,034
-4% -$19.3K 0.23% 80
2021
Q3 		$533K Buy
26,140
+942
+4% +$19.8K 0.34% 60
2021
Q2 		$548K Sell
25,198
-1,305
-5% -$29.7K 0.37% 52
2021
Q1 		$606K Buy
26,503
+1,307
+5% +$28.9K 0.47% 41
2020
Q4 		$547K Buy
+25,196
New +$543K 0.47% 39

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

Wealth Dimensions Group's T Position: Q2 2026 in Review

Wealth Dimensions Group reduced its AT&T (T) stake by 0.37% in Q2 2026, selling an estimated $1.99K and leaving 21,556 shares worth $446K. The position accounts for 0.08% of the portfolio, ranked #116.

Wealth Dimensions Group first reported a position in T in Q4 2020 and has held it in 23 quarters since. The position peaked at $642K in Q3 2025. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Wealth Dimensions Group held 21,556 shares of AT&T worth $446K as of Q2 2026.
  • Wealth Dimensions Group sold 80 AT&T shares in Q2 2026, an estimated $1.99K.
  • AT&T made up 0.08% of Wealth Dimensions Group's portfolio in Q2 2026, its #116 holding.
  • Wealth Dimensions Group first reported a position in AT&T in Q4 2020 and has held it in 23 quarters since.
  • Wealth Dimensions Group's AT&T position peaked at $642K in Q3 2025.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.