Wealthquest’s AT&T T Stock Holding History

Wealthquest’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	–	Sell	-11,579	Closed	-$288K	–	156
2025 Q4	$288K	Buy	11,579 +568	+5%	+$14.4K	0.02%	113
2025 Q3	$311K	Buy	11,011 +685	+7%	+$19.5K	0.02%	43
2025 Q2	$299K	Buy	10,326 +935	+10%	+$25.8K	0.02%	106
2025 Q1	$266K	Sell	9,391 -3,338	-26%	-$83.9K	0.02%	103
2024 Q4	$290K	Buy	12,729 +426	+3%	+$9.59K	0.02%	101
2024 Q3	$272K	Sell	12,303 -1,206	-9%	-$24K	0.02%	102
2024 Q2	$258K	Sell	13,509 -5,524	-29%	-$96.1K	0.03%	109
2024 Q1	$335K	Sell	19,033 -1,528	-7%	-$26.1K	0.04%	94
2023 Q4	$345K	Sell	20,561 -1,620	-7%	-$25.6K	0.04%	95
2023 Q3	$333K	Buy	+22,181	New	+$325K	0.04%	96
2021 Q4	–	Sell	-11,443	Closed	-$233K	–	145
2021 Q3	$233K	Buy	+11,443	New	+$240K	0.04%	122
2019 Q2	–	Sell	-12,375	Closed	-$293K	–	134
2019 Q1	$293K	Sell	12,375 -7,472	-38%	-$172K	0.11%	97
2018 Q4	$427K	Buy	+19,847	New	+$462K	0.18%	80
2015 Q3	–	Sell	-10,915	Closed	-$293K	–	52
2015 Q2	$293K	Hold	10,915	–	–	0.43%	32
2015 Q1	$269K	Hold	10,915	–	–	0.39%	37
2014 Q4	$277K	Buy	+10,915	New	+$283K	0.28%	42

Other funds holding T

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthquest's T Position: Q1 2026 in Review

Wealthquest sold out of AT&T (T) in Q1 2026, closing a stake of 11,579 shares — an estimated $288K sold.

Wealthquest first reported a position in T in Q4 2014 and held it in 16 quarters. The position peaked at $427K in Q4 2018. 2,964 funds tracked by Wall St. Rank hold T as of Q1 2026.

Wealthquest reported no remaining AT&T position as of Q1 2026 after selling out during the quarter.
Wealthquest sold 11,579 AT&T shares in Q1 2026, an estimated $288K.
Wealthquest first reported a position in AT&T in Q4 2014 and held it in 16 quarters.
Wealthquest's AT&T position peaked at $427K in Q4 2018.
2,964 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Wealthquest's 13F filing for Q1 2026, filed 7 May 2026.