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Wingate Wealth Advisors’s AT&T T Stock Holding History

Wingate Wealth 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 		– Sell
-8,804
Closed -$255K – 129
2026
Q1 		$255K Buy
+8,804
New +$235K 0.14% 109
2025
Q3 		– Sell
-7,546
Closed -$218K – 113
2025
Q2 		$218K Buy
+7,546
New +$208K 0.19% 96
2025
Q1 		– Sell
-4,801
Closed -$109K – 396
2024
Q4 		$109K Buy
+4,801
New +$108K 0.11% 133

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

Wingate Wealth Advisors's T Position: Q2 2026 in Review

Wingate Wealth Advisors sold out of AT&T (T) in Q2 2026, closing a stake of 8,804 shares — an estimated $255K sold.

Wingate Wealth Advisors first reported a position in T in Q4 2024 and held it in 3 quarters. The position peaked at $255K in Q1 2026. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Wingate Wealth Advisors reported no remaining AT&T position as of Q2 2026 after selling out during the quarter.
  • Wingate Wealth Advisors sold 8,804 AT&T shares in Q2 2026, an estimated $255K.
  • Wingate Wealth Advisors first reported a position in AT&T in Q4 2024 and held it in 3 quarters.
  • Wingate Wealth Advisors's AT&T position peaked at $255K in Q1 2026.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.