WPA
T icon

Wealth Preservation Advisors’s AT&T T Stock Holding History

Wealth Preservation Advisors’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 		$26.8K Sell
925
-1,530
-62% -$40.9K 0.02% 271
2025
Q4 		$61K Buy
2,455
+111
+5% +$2.81K 0.03% 184
2025
Q3 		$66.2K Buy
2,344
+246
+12% +$6.99K 0.04% 166
2025
Q2 		$60.7K Sell
2,098
-1,276
-38% -$35.2K 0.04% 178
2025
Q1 		$95.4K Buy
+3,374
New +$84.8K 0.07% 123

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 Preservation Advisors's T Position: Q1 2026 in Review

Wealth Preservation Advisors reduced its AT&T (T) stake by 62% in Q1 2026, selling an estimated $40.9K and leaving 925 shares worth $26.8K. The position accounts for 0.02% of the portfolio, ranked #271.

Wealth Preservation Advisors first reported a position in T in Q1 2025 and has held it in 5 quarters since. The position peaked at $95.4K in Q1 2025. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Wealth Preservation Advisors held 925 shares of AT&T worth $26.8K as of Q1 2026.
  • Wealth Preservation Advisors sold 1,530 AT&T shares in Q1 2026, an estimated $40.9K.
  • AT&T made up 0.02% of Wealth Preservation Advisors's portfolio in Q1 2026, its #271 holding.
  • Wealth Preservation Advisors first reported a position in AT&T in Q1 2025 and has held it in 5 quarters since.
  • Wealth Preservation Advisors's AT&T position peaked at $95.4K in Q1 2025.
  • 2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.