West Wealth Group’s AT&T T Stock Holding History

West Wealth Group’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	$342K	Buy	11,795 +259	+2%	+$6.92K	0.07%	97
2025 Q4	$287K	Sell	11,536 -1,791	-13%	-$45.3K	0.06%	95
2025 Q3	$347K	Buy	13,327 +478	+4%	+$13.6K	0.08%	84
2025 Q2	$353K	Buy	12,849 +390	+3%	+$10.7K	0.09%	77
2025 Q1	$355K	Buy	12,459 +316	+3%	+$7.95K	0.1%	66
2024 Q4	$276K	Sell	12,143 -1,254	-9%	-$28.2K	0.08%	73
2024 Q3	$295K	Buy	13,397 +51	+0.4%	+$1.01K	0.1%	65
2024 Q2	$255K	Buy	13,346 +2,386	+22%	+$41.5K	0.09%	72
2024 Q1	$193K	Buy	10,960 +128	+1%	+$2.19K	0.07%	78
2023 Q4	$182K	Sell	10,832 -250	-2%	-$3.95K	0.07%	81
2023 Q3	$166K	Buy	11,082 +132	+1%	+$1.94K	0.07%	72
2023 Q2	$175K	Buy	10,950 +454	+4%	+$7.73K	0.07%	70
2023 Q1	$202K	Buy	+10,496	New	+$201K	0.09%	69

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

West Wealth Group's T Position: Q1 2026 in Review

West Wealth Group increased its AT&T (T) stake by 2.2% in Q1 2026, buying an estimated $6.92K and bringing the position to 11,795 shares worth $342K. The position accounts for 0.07% of the portfolio, ranked #97.

West Wealth Group first reported a position in T in Q1 2023 and has held it in 13 quarters since. The position peaked at $355K in Q1 2025. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

West Wealth Group held 11,795 shares of AT&T worth $342K as of Q1 2026.
West Wealth Group bought 259 AT&T shares in Q1 2026, an estimated $6.92K.
AT&T made up 0.07% of West Wealth Group's portfolio in Q1 2026, its #97 holding.
West Wealth Group first reported a position in AT&T in Q1 2023 and has held it in 13 quarters since.
West Wealth Group's AT&T position peaked at $355K in Q1 2025.
2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on West Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.