FFM
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Forum Financial Management’s AT&T T Stock Holding History

Forum Financial Management’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 		$973K Sell
46,991
-6,610
-12% -$164K 0.01% 133
2026
Q1 		$1.55M Sell
53,601
-102,935
-66% -$2.75M 0.02% 93
2025
Q4 		$3.89M Sell
156,536
-10,379
-6% -$263K 0.05% 85
2025
Q3 		$4.71M Buy
166,915
+2,911
+2% +$82.7K 0.06% 65
2025
Q2 		$4.75M Buy
164,004
+7,835
+5% +$216K 0.07% 58
2025
Q1 		$4.42M Buy
156,169
+88
+0.1% +$2.21K 0.07% 60
2024
Q4 		$3.55M Buy
156,081
+43,966
+39% +$989K 0.06% 69
2024
Q3 		$2.47M Buy
112,115
+2,391
+2% +$47.6K 0.04% 82
2024
Q2 		$2.1M Sell
109,724
-6,384
-5% -$111K 0.04% 94
2024
Q1 		$2.04M Buy
116,108
+48,933
+73% +$836K 0.03% 108
2023
Q4 		$1.13M Sell
67,175
-75,771
-53% -$1.2M 0.02% 151
2023
Q3 		$2.15M Sell
142,946
-4,567
-3% -$66.9K 0.05% 81
2023
Q2 		$2.35M Buy
147,513
+3,863
+3% +$65.8K 0.05% 74
2023
Q1 		$2.77M Buy
143,650
+1,892
+1% +$36.2K 0.08% 60
2022
Q4 		$2.61M Buy
141,758
+6,088
+4% +$109K 0.09% 57
2022
Q3 		$2.08M Buy
135,670
+27,413
+25% +$499K 0.1% 59
2022
Q2 		$2.27M Sell
108,257
-52,645
-33% -$1.05M 0.11% 53
2022
Q1 		$2.87M Sell
160,902
-10,425
-6% -$193K 0.14% 44
2021
Q4 		$3.18M Buy
+171,327
New +$3.2M 0.16% 37

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

Forum Financial Management's T Position: Q2 2026 in Review

Forum Financial Management reduced its AT&T (T) stake by 12% in Q2 2026, selling an estimated $164K and leaving 46,991 shares worth $973K. The position accounts for 0.01% of the portfolio, ranked #133.

Forum Financial Management first reported a position in T in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.75M in Q2 2025. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Forum Financial Management held 46,991 shares of AT&T worth $973K as of Q2 2026.
  • Forum Financial Management sold 6,610 AT&T shares in Q2 2026, an estimated $164K.
  • AT&T made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #133 holding.
  • Forum Financial Management first reported a position in AT&T in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's AT&T position peaked at $4.75M in Q2 2025.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.