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Wealth Management Associates’s AT&T T Stock Holding History

Wealth Management Associates’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 		$2.93M Buy
100,931
+152
+0.2% +$4.06K 1.01% 23
2025
Q4 		$2.5M Sell
100,779
-2,111
-2% -$53.4K 0.87% 29
2025
Q3 		$2.91M Buy
102,890
+630
+0.6% +$17.9K 1.03% 21
2025
Q2 		$2.96M Sell
102,260
-123,786
-55% -$3.41M 1.15% 18
2025
Q1 		$6.39M Buy
226,046
+1,741
+0.8% +$43.8K 2.74% 7
2024
Q4 		$5.11M Buy
224,305
+2,352
+1% +$52.9K 2.18% 9
2024
Q3 		$4.88M Buy
221,953
+2,561
+1% +$51K 2.15% 10
2024
Q2 		$4.19M Hold
219,392
– – 1.97% 10
2024
Q1 		$4.19M Buy
219,392
+8,920
+4% +$152K 1.97% 10
2023
Q4 		$3.53M Buy
210,472
+2,263
+1% +$35.7K 1.86% 11
2023
Q3 		$3.13M Buy
208,209
+7,043
+4% +$103K 1.83% 12
2023
Q2 		$3.21M Buy
201,166
+2,668
+1% +$45.4K 1.82% 11
2023
Q1 		$3.82M Buy
198,498
+1,827
+0.9% +$34.9K 2.36% 7
2022
Q4 		$3.62M Buy
196,671
+6,310
+3% +$113K 2.41% 7
2022
Q3 		$2.92M Buy
190,361
+761
+0.4% +$13.8K 2.06% 10
2022
Q2 		$3.97M Sell
189,600
-55,173
-23% -$1.1M 2.71% 6
2022
Q1 		$4.37M Sell
244,773
-3,701
-1% -$68.5K 2.48% 8
2021
Q4 		$4.62M Buy
248,474
+7,640
+3% +$143K 2.48% 8
2021
Q3 		$4.91M Buy
240,834
+82
+0% +$1.72K 2.87% 5
2021
Q2 		$5.23M Buy
240,752
+4,329
+2% +$98.5K 2.97% 5
2021
Q1 		$5.41M Buy
236,423
+16,210
+7% +$358K 3.43% 4
2020
Q4 		$4.78M Sell
220,213
-1,380
-0.6% -$29.8K 3.14% 4
2020
Q3 		$4.77M Buy
221,593
+18,859
+9% +$421K 3.69% 4
2020
Q2 		$4.63M Buy
202,734
+538
+0.3% +$12.3K 3.9% 3
2020
Q1 		$4.45M Buy
202,196
+4,349
+2% +$119K 4.5% 4
2019
Q4 		$5.84M Buy
197,847
+30,308
+18% +$875K 4.18% 4
2019
Q3 		$4.79M Buy
167,539
+23,072
+16% +$611K 3.85% 4
2019
Q2 		$3.66M Buy
144,467
+14,295
+11% +$343K 3.64% 4
2019
Q1 		$3.08M Buy
130,172
+2,681
+2% +$61.7K 3.36% 6
2018
Q4 		$2.75M Buy
+127,491
New +$2.97M 3.7% 5

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 Management Associates's T Position: Q1 2026 in Review

Wealth Management Associates increased its AT&T (T) stake by 0.15% in Q1 2026, buying an estimated $4.06K and bringing the position to 100,931 shares worth $2.93M. The position accounts for 1.01% of the portfolio, ranked #23.

Wealth Management Associates first reported a position in T in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.39M in Q1 2025. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Wealth Management Associates held 100,931 shares of AT&T worth $2.93M as of Q1 2026.
  • Wealth Management Associates bought 152 AT&T shares in Q1 2026, an estimated $4.06K.
  • AT&T made up 1.01% of Wealth Management Associates's portfolio in Q1 2026, its #23 holding.
  • Wealth Management Associates first reported a position in AT&T in Q4 2018 and has held it in 30 quarters since.
  • Wealth Management Associates's AT&T position peaked at $6.39M in Q1 2025.
  • 2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.