WAG
T icon

Wheelhouse Advisory Group’s AT&T T Stock Holding History

Wheelhouse Advisory 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 		$517K Sell
17,824
-808
-4% -$21.6K 0.17% 29
2025
Q4 		$462K Sell
18,632
-204
-1% -$5.16K 0.18% 31
2025
Q3 		$532K Sell
18,836
-4,379
-19% -$124K 0.23% 28
2025
Q2 		$672K Sell
23,215
-357
-2% -$9.84K 0.33% 26
2025
Q1 		$667K Sell
23,572
-659
-3% -$16.6K 0.38% 25
2024
Q4 		$552K Buy
24,231
+1,741
+8% +$39.2K 0.33% 26
2024
Q3 		$495K Sell
22,490
-5,506
-20% -$110K 0.32% 29
2024
Q2 		$527K Buy
27,996
+1,695
+6% +$29.5K 0.37% 26
2024
Q1 		$463K Buy
26,301
+537
+2% +$9.17K 0.36% 26
2023
Q4 		$432K Buy
+25,764
New +$407K 0.38% 26

Other funds holding T

BlackRock
BlackRock New York $5.7T 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 $1.47T 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