WE
T icon

Wealth Effects’s AT&T T Stock Holding History

Wealth Effects’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 		$638K Sell
22,008
-1,402
-6% -$37.5K 0.23% 85
2025
Q4 		$582K Buy
23,410
+3,037
+15% +$76.9K 0.18% 100
2025
Q3 		$575K Sell
20,373
-22
-0.1% -$625 0.19% 100
2025
Q2 		$590K Buy
20,395
+5,782
+40% +$159K 0.22% 86
2025
Q1 		$413K Sell
14,613
-7,740
-35% -$195K 0.17% 110
2024
Q4 		$509K Sell
22,353
-109
-0.5% -$2.45K 0.18% 110
2024
Q3 		$494K Sell
22,462
-399
-2% -$7.94K 0.17% 107
2024
Q2 		$437K Sell
22,861
-15,515
-40% -$270K 0.16% 117
2024
Q1 		$675K Buy
38,376
+7,904
+26% +$135K 0.25% 82
2023
Q4 		$511K Buy
30,472
+17,271
+131% +$273K 0.19% 106
2023
Q3 		$198K Sell
13,201
-6,439
-33% -$94.4K 0.1% 168
2023
Q2 		$313K Buy
19,640
+267
+1% +$4.55K 0.14% 131
2023
Q1 		$373K Buy
19,373
+253
+1% +$4.83K 0.19% 119
2022
Q4 		$352K Sell
19,120
-7,198
-27% -$129K 0.2% 117
2022
Q3 		$404K Sell
26,318
-30
-0.1% -$546 0.25% 94
2022
Q2 		$552K Sell
26,348
-1,907
-7% -$38K 0.33% 72
2022
Q1 		$504K Sell
28,255
-252
-0.9% -$4.66K 0.24% 91
2021
Q4 		$530K Buy
+28,507
New +$533K 0.22% 97

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 Effects's T Position: Q1 2026 in Review

Wealth Effects reduced its AT&T (T) stake by 6% in Q1 2026, selling an estimated $37.5K and leaving 22,008 shares worth $638K. The position accounts for 0.23% of the portfolio, ranked #85.

Wealth Effects first reported a position in T in Q4 2021 and has held it in 18 quarters since. The position peaked at $675K in Q1 2024. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Wealth Effects held 22,008 shares of AT&T worth $638K as of Q1 2026.
  • Wealth Effects sold 1,402 AT&T shares in Q1 2026, an estimated $37.5K.
  • AT&T made up 0.23% of Wealth Effects's portfolio in Q1 2026, its #85 holding.
  • Wealth Effects first reported a position in AT&T in Q4 2021 and has held it in 18 quarters since.
  • Wealth Effects's AT&T position peaked at $675K in Q1 2024.
  • 2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.