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 Q2	$386K	Buy	18,658 +834	+5%	+$20.7K	0.11%	37
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 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

Wheelhouse Advisory Group's T Position: Q2 2026 in Review

Wheelhouse Advisory Group increased its AT&T (T) stake by 4.7% in Q2 2026, buying an estimated $20.7K and bringing the position to 18,658 shares worth $386K. The position accounts for 0.11% of the portfolio, ranked #37.

Wheelhouse Advisory Group first reported a position in T in Q4 2023 and has held it in 11 quarters since. The position peaked at $672K in Q2 2025. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

Wheelhouse Advisory Group held 18,658 shares of AT&T worth $386K as of Q2 2026.
Wheelhouse Advisory Group bought 834 AT&T shares in Q2 2026, an estimated $20.7K.
AT&T made up 0.11% of Wheelhouse Advisory Group's portfolio in Q2 2026, its #37 holding.
Wheelhouse Advisory Group first reported a position in AT&T in Q4 2023 and has held it in 11 quarters since.
Wheelhouse Advisory Group's AT&T position peaked at $672K in Q2 2025.
2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Wheelhouse Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.