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Wealthspire Advisors (New York)’s AT&T T Stock Holding History

Wealthspire Advisors (New York)’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 		$4.08M Sell
140,595
-42,103
-23% -$1.12M 0.03% 183
2025
Q4 		$4.54M Buy
182,698
+65,300
+56% +$1.65M 0.04% 170
2025
Q3 		$3.32M Buy
117,398
+6,750
+6% +$192K 0.02% 205
2025
Q2 		$3.2M Buy
110,648
+3,397
+3% +$93.6K 0.02% 213
2025
Q1 		$3.03M Sell
107,251
-2,929
-3% -$73.7K 0.02% 208
2024
Q4 		$2.51M Buy
110,180
+1,130
+1% +$25.4K 0.02% 221
2024
Q3 		$2.4M Buy
109,050
+722
+0.7% +$14.4K 0.02% 221
2024
Q2 		$2.07M Buy
108,328
+490
+0.5% +$8.52K 0.03% 203
2024
Q1 		$1.9M Sell
107,838
-8,086
-7% -$138K 0.03% 208
2023
Q4 		$1.95M Buy
115,924
+2,139
+2% +$33.8K 0.03% 201
2023
Q3 		$1.71M Buy
113,785
+20,542
+22% +$301K 0.03% 188
2023
Q2 		$1.49M Sell
93,243
-7,490
-7% -$128K 0.02% 186
2023
Q1 		$1.94M Sell
100,733
-14,879
-13% -$284K 0.03% 155
2022
Q4 		$2.13M Buy
115,612
+13,442
+13% +$241K 0.04% 148
2022
Q3 		$1.57M Buy
102,170
+27,558
+37% +$501K 0.03% 171
2022
Q2 		$1.56M Sell
74,612
-5,548
-7% -$111K 0.03% 164
2022
Q1 		$1.43M Sell
80,160
-33,798
-30% -$625K 0.03% 151
2021
Q4 		$2.12M Sell
113,958
-19,273
-14% -$360K 0.05% 145
2021
Q3 		$2.72M Buy
133,231
+45,709
+52% +$960K 0.06% 136
2021
Q2 		$1.9M Sell
87,522
-67,046
-43% -$1.53M 0.05% 116
2021
Q1 		$3.53M Buy
154,568
+22,770
+17% +$503K 0.08% 114
2020
Q4 		$2.86M Buy
131,798
+69,305
+111% +$1.49M 0.09% 105
2020
Q3 		$1.35M Sell
62,493
-11,178
-15% -$250K 0.08% 107
2020
Q2 		$1.68M Sell
73,671
-170,251
-70% -$3.88M 0.12% 77
2020
Q1 		$5.37M Buy
243,922
+173,998
+249% +$4.75M 0.23% 64
2019
Q4 		$2.06M Buy
69,924
+20,236
+41% +$584K 0.15% 39
2019
Q3 		$1.42M Buy
49,688
+22,150
+80% +$587K 0.12% 38
2019
Q2 		$697K Buy
27,538
+10,131
+58% +$243K 0.06% 42
2019
Q1 		$412K Buy
17,407
+3,100
+22% +$71.3K 0.04% 32
2018
Q4 		$308K Buy
+14,307
New +$333K 0.03% 50

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

Wealthspire Advisors (New York)'s T Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its AT&T (T) stake by 23% in Q1 2026, selling an estimated $1.12M and leaving 140,595 shares worth $4.08M. The position accounts for 0.03% of the portfolio, ranked #183.

Wealthspire Advisors (New York) first reported a position in T in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.37M in Q1 2020. 2,965 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Wealthspire Advisors (New York) held 140,595 shares of AT&T worth $4.08M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 42,103 AT&T shares in Q1 2026, an estimated $1.12M.
  • AT&T made up 0.03% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #183 holding.
  • Wealthspire Advisors (New York) first reported a position in AT&T in Q4 2018 and has held it in 30 quarters since.
  • Wealthspire Advisors (New York)'s AT&T position peaked at $5.37M in Q1 2020.
  • 2,965 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.