Position in T
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$354,756
-$142,074 QoQ
Shares Held
17,138
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#1,766
of 2,657 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in T Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026Smallwood Wealth Investment Management, LLC holds $755,710 across 8 Telecom Services names. T ranks #1 (46.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | T |
At&T Inc.
This page
|
17,138 | $354,756 | |
| 2 | VZ |
Verizon Communications Inc
|
4,971 | $210,472 | |
| 3 | CMCSA |
Comcast Corp
|
6,915 | $169,763 | |
| 4 | BCE |
Bce Inc
|
471 | $10,131 | |
| 5 | VOD |
Vodafone Group Public Ltd Co
|
487 | $6,443 | |
| 6 | CHTR |
Charter Communications, Inc. /Mo/
|
27 | $3,839 | |
| 7 | TLK |
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk
|
20 | $268 | |
| 8 | LUMN |
Lumen Technologies, Inc.
|
5 | $38 |
All Filings in T
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $354,756 | 17,138 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $496,830 | 17,138 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $425,707 | 17,138 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $486,772 | 17,237 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $498,838 | 17,237 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $575,356 | 20,345 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $645,620 | 28,354 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $624,096 | 28,368 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $567,547 | 29,699 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $563,217 | 32,001 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $542,430 | 32,326 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $499,204 | 33,236 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $487,081 | 30,538 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $587,529 | 30,521 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $633,543 | 34,413 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $540,121 | 35,210 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $750,556 | 35,809 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $756,702 | 32,023 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $770,129 | 31,306 | Shares | Sole | 2022-04-05 | |
| No filing history on record for this holder in this stock. | ||||||