Wernau Asset Management’s AT&T T Stock Holding History

Wernau Asset Management’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 Q2	$1.73M	Buy	83,453 +737	+0.9%	+$18.3K	0.9%	17
2026 Q1	$2.4M	Buy	82,716 +190	+0.2%	+$5.08K	1.67%	12
2025 Q4	$2.05M	Buy	82,526 +224	+0.3%	+$5.67K	1.11%	15
2025 Q3	$2.32M	Sell	82,302 -8,801	-10%	-$250K	1.58%	12
2025 Q2	$2.64M	Sell	91,103 -33,789	-27%	-$931K	1.83%	11
2025 Q1	$3.53M	Sell	124,892 -389	-0.3%	-$9.78K	2.76%	10
2024 Q4	$2.85M	Buy	+125,281	New	+$2.82M	2.13%	10

Other funds holding T

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wernau Asset Management's T Position: Q2 2026 in Review

Wernau Asset Management increased its AT&T (T) stake by 0.89% in Q2 2026, buying an estimated $18.3K and bringing the position to 83,453 shares worth $1.73M. The position accounts for 0.9% of the portfolio, ranked #17.

Wernau Asset Management first reported a position in T in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.53M in Q1 2025. 2,688 funds tracked by Wall St. Rank hold T as of Q2 2026.

Wernau Asset Management held 83,453 shares of AT&T worth $1.73M as of Q2 2026.
Wernau Asset Management bought 737 AT&T shares in Q2 2026, an estimated $18.3K.
AT&T made up 0.9% of Wernau Asset Management's portfolio in Q2 2026, its #17 holding.
Wernau Asset Management first reported a position in AT&T in Q4 2024 and has held it in 7 quarters since.
Wernau Asset Management's AT&T position peaked at $3.53M in Q1 2025.
2,688 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Wernau Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.