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Fortem Financial Group’s AT&T T Stock Holding History

Fortem Financial 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 		$682K Buy
32,959
+530
+2% +$13.2K 0.14% 112
2026
Q1 		$940K Buy
32,429
+2,215
+7% +$59.2K 0.24% 81
2025
Q4 		$751K Sell
30,214
-4,652
-13% -$118K 0.2% 91
2025
Q3 		$985K Sell
34,866
-3,886
-10% -$110K 0.28% 77
2025
Q2 		$1.12M Sell
38,752
-4,263
-10% -$117K 0.36% 70
2025
Q1 		$1.22M Buy
43,015
+872
+2% +$21.9K 0.47% 62
2024
Q4 		$960K Sell
42,143
-328
-0.8% -$7.38K 0.37% 74
2024
Q3 		$934K Buy
42,471
+17,353
+69% +$345K 0.38% 82
2024
Q2 		$480K Sell
25,118
-1,020
-4% -$17.7K 0.21% 110
2024
Q1 		$460K Buy
26,138
+2,414
+10% +$41.2K 0.2% 119
2023
Q4 		$398K Buy
23,724
+810
+4% +$12.8K 0.2% 121
2023
Q3 		$344K Buy
22,914
+4,503
+24% +$66K 0.2% 121
2023
Q2 		$294K Buy
18,411
+8,015
+77% +$137K 0.17% 131
2023
Q1 		$200K Buy
+10,396
New +$199K 0.13% 141
2021
Q1 		– Sell
-3,620
Closed -$79K – 407
2020
Q4 		$79K Buy
+3,620
New +$78.1K 0.05% 195

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

Fortem Financial Group's T Position: Q2 2026 in Review

Fortem Financial Group increased its AT&T (T) stake by 1.6% in Q2 2026, buying an estimated $13.2K and bringing the position to 32,959 shares worth $682K. The position accounts for 0.14% of the portfolio, ranked #112.

Fortem Financial Group first reported a position in T in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.22M in Q1 2025. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Fortem Financial Group held 32,959 shares of AT&T worth $682K as of Q2 2026.
  • Fortem Financial Group bought 530 AT&T shares in Q2 2026, an estimated $13.2K.
  • AT&T made up 0.14% of Fortem Financial Group's portfolio in Q2 2026, its #112 holding.
  • Fortem Financial Group first reported a position in AT&T in Q4 2020 and has held it in 15 quarters since.
  • Fortem Financial Group's AT&T position peaked at $1.22M in Q1 2025.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.