WFA of San Diego’s AT&T T Stock Holding History

WFA of San Diego’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	$109K	Sell	3,765 -4,299	-53%	-$115K	0.09%	125
2025 Q4	$200K	Sell	8,064 -1,350	-14%	-$34.2K	0.15%	94
2025 Q3	$266K	Hold	9,414	–	–	0.18%	82
2025 Q2	$272K	Buy	+9,414	New	+$259K	0.2%	79
2024 Q3	$127K	Sell	5,790 -297	-5%	-$5.91K	0.11%	114
2024 Q2	$116K	Buy	+6,087	New	+$106K	0.1%	114
2023 Q3	$141K	Buy	9,364 +996	+12%	+$14.6K	0.15%	92
2023 Q2	$133K	Sell	8,368 -6,613	-44%	-$113K	0.13%	94
2023 Q1	$288K	Sell	14,981 -934	-6%	-$17.9K	0.3%	64
2022 Q4	$293K	Sell	15,915 -3,283	-17%	-$58.8K	0.22%	75
2022 Q3	$294K	Buy	19,198 +9,535	+99%	+$173K	0.26%	73
2022 Q2	$203K	Sell	9,663 -3,307	-25%	-$65.9K	0.17%	82
2022 Q1	$231K	Sell	12,970 -16,567	-56%	-$307K	0.18%	83
2021 Q4	$549K	Buy	29,537 +7,548	+34%	+$141K	0.32%	67
2021 Q3	$449K	Buy	21,989 +301	+1%	+$6.32K	0.31%	63
2021 Q2	$471K	Buy	21,688 +2,487	+13%	+$56.6K	0.37%	58
2021 Q1	$439K	Buy	19,201 +1,229	+7%	+$27.2K	0.36%	56
2020 Q4	$28	Sell	17,972 -1,192	-6%	-$25.7K	0.01%	82
2020 Q3	$412K	Sell	19,164 -34,104	-64%	-$762K	0.39%	51
2020 Q2	$1.41M	Buy	+53,268	New	+$1.21M	0.33%	77

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

WFA of San Diego's T Position: Q1 2026 in Review

WFA of San Diego reduced its AT&T (T) stake by 53% in Q1 2026, selling an estimated $115K and leaving 3,765 shares worth $109K. The position accounts for 0.09% of the portfolio, ranked #125.

WFA of San Diego first reported a position in T in Q2 2020 and has held it in 20 quarters since. The position peaked at $1.41M in Q2 2020. 2,963 funds tracked by Wall St. Rank hold T as of Q1 2026.

WFA of San Diego held 3,765 shares of AT&T worth $109K as of Q1 2026.
WFA of San Diego sold 4,299 AT&T shares in Q1 2026, an estimated $115K.
AT&T made up 0.09% of WFA of San Diego's portfolio in Q1 2026, its #125 holding.
WFA of San Diego first reported a position in AT&T in Q2 2020 and has held it in 20 quarters since.
WFA of San Diego's AT&T position peaked at $1.41M in Q2 2020.
2,963 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.