Bank of Montreal’s AT&T T Stock Holding History

Bank of Montreal’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	$5.34M	Buy	+184,300	New	+$4.92M	﹤0.01%	1298
2024 Q1	–	Sell	-103,200	Closed	-$3.32M	–	4308
2023 Q4	$3.32M	Sell	103,200 -40,700	-28%	-$643K	﹤0.01%	1451
2023 Q3	$4.63M	Buy	143,900 +11,600	+9%	+$170K	﹤0.01%	1302
2023 Q2	$4.26M	Buy	+132,300	New	+$2.25M	﹤0.01%	1412
2022 Q2	–	Sell	-132,400	Closed	-$3.22M	–	4436
2022 Q1	$3.22M	Buy	+132,400	New	+$2.45M	﹤0.01%	1675
2021 Q1	–	Sell	-132,400	Closed	-$2.89M	–	5334
2020 Q4	$2.89M	Buy	+132,400	New	+$2.86M	﹤0.01%	1657
2019 Q3	–	Sell	-35,748	Closed	-$905K	–	4968
2019 Q2	$905K	Buy	+35,748	New	+$857K	﹤0.01%	2120
2018 Q3	–	Sell	-13,240	Closed	-$321K	–	4880
2018 Q2	$321K	Buy	+13,240	New	+$332K	﹤0.01%	2548
2018 Q1	–	Sell	-56,402	Closed	-$1.66M	–	4325
2017 Q4	$1.66M	Sell	56,402 -19,860	-26%	-$542K	﹤0.01%	1680
2017 Q3	$2.26M	Buy	+76,262	New	+$2.16M	﹤0.01%	1565
2017 Q2	–	Sell	-494	Closed	-$15K	–	4283
2017 Q1	$15K	Buy	+494	New	+$15.5K	﹤0.01%	3451
2016 Q3	–	Sell	-511	Closed	-$17K	–	4178
2016 Q2	$17K	Buy	+511	New	+$15.2K	﹤0.01%	3442
2014 Q1	–	Sell	-17,212	Closed	-$458K	–	4153
2013 Q4	$458K	Buy	17,212 +16,550	+2,500%	+$435K	﹤0.01%	1853
2013 Q3	$17K	Hold	662	–	–	﹤0.01%	3287
2013 Q2	$18K	Buy	+662	New	+$18.4K	﹤0.01%	3128

Other funds holding T

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal's T Position: Q1 2026 in Review

Bank of Montreal increased its AT&T (T) stake by 37% in Q1 2026, buying an estimated $125M and bringing the position to 17,451,384 shares worth $506M. The position accounts for 0.19% of the portfolio, ranked #94.

Bank of Montreal first reported a position in T in Q2 2013 and has held it in 52 quarters since. The position peaked at $551M in Q4 2023. 2,972 funds tracked by Wall St. Rank hold T as of Q1 2026.

Bank of Montreal held 17,451,384 shares of AT&T worth $506M as of Q1 2026.
Bank of Montreal bought 4,671,369 AT&T shares in Q1 2026, an estimated $125M.
AT&T made up 0.19% of Bank of Montreal's portfolio in Q1 2026, its #94 holding.
Bank of Montreal first reported a position in AT&T in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's AT&T position peaked at $551M in Q4 2023.
2,972 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.