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Whipplewood Advisors’s AT&T T Stock Holding History

Whipplewood Advisors’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 		$39.2K Sell
1,894
-554
-23% -$13.8K 0.03% 154
2026
Q1 		$71K Buy
2,448
+758
+45% +$20.2K 0.04% 226
2025
Q4 		$42K Hold
1,690
– – 0.03% 211
2025
Q3 		$47.7K Sell
1,690
-1,487
-47% -$42.2K 0.03% 197
2025
Q2 		$91.9K Buy
3,177
+68
+2% +$1.87K 0.05% 243
2025
Q1 		$88.7K Hold
3,109
– – 0.05% 237
2024
Q4 		$70.8K Buy
+3,109
New +$70K 0.04% 264

Other funds holding T

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Whipplewood Advisors's T Position: Q2 2026 in Review

Whipplewood Advisors reduced its AT&T (T) stake by 23% in Q2 2026, selling an estimated $13.8K and leaving 1,894 shares worth $39.2K. The position accounts for 0.03% of the portfolio, ranked #154.

Whipplewood Advisors first reported a position in T in Q4 2024 and has held it in 7 quarters since. The position peaked at $91.9K in Q2 2025. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Whipplewood Advisors held 1,894 shares of AT&T worth $39.2K as of Q2 2026.
  • Whipplewood Advisors sold 554 AT&T shares in Q2 2026, an estimated $13.8K.
  • AT&T made up 0.03% of Whipplewood Advisors's portfolio in Q2 2026, its #154 holding.
  • Whipplewood Advisors first reported a position in AT&T in Q4 2024 and has held it in 7 quarters since.
  • Whipplewood Advisors's AT&T position peaked at $91.9K in Q2 2025.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.