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Forum Private Client Group’s AT&T T Stock Holding History

Forum Private Client 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 		$896K Buy
43,262
+14,141
+49% +$351K 0.27% 38
2026
Q1 		$844K Sell
29,121
-574
-2% -$15.3K 0.28% 38
2025
Q4 		$738K Buy
29,695
+4,557
+18% +$115K 0.25% 42
2025
Q3 		$710K Hold
25,138
– – 0.25% 42
2025
Q2 		$727K Hold
25,138
– – 0.28% 39
2025
Q1 		$711K Sell
25,138
-167
-0.7% -$4.2K 0.31% 38
2024
Q4 		$576K Sell
25,305
-982
-4% -$22.1K 0.26% 40
2024
Q3 		$578K Sell
26,287
-65
-0.2% -$1.29K 0.26% 41
2024
Q2 		$504K Sell
26,352
-1,190
-4% -$20.7K 0.24% 43
2024
Q1 		$485K Sell
27,542
-228
-0.8% -$3.89K 0.23% 44
2023
Q4 		$466K Buy
+27,770
New +$438K 0.24% 44
2023
Q3 		– Sell
-24,225
Closed -$386K – 56
2023
Q2 		$386K Buy
24,225
+516
+2% +$8.79K 0.22% 51
2023
Q1 		$456K Buy
23,709
+2,552
+12% +$48.8K 0.29% 46
2022
Q4 		$389K Buy
21,157
+84
+0.4% +$1.5K 0.27% 48
2022
Q3 		$323K Sell
21,073
-926
-4% -$16.8K 0.24% 50
2022
Q2 		$461K Sell
21,999
-5,612
-20% -$112K 0.34% 46
2022
Q1 		$493K Buy
+27,611
New +$511K 0.38% 44

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 Private Client Group's T Position: Q2 2026 in Review

Forum Private Client Group increased its AT&T (T) stake by 49% in Q2 2026, buying an estimated $351K and bringing the position to 43,262 shares worth $896K. The position accounts for 0.27% of the portfolio, ranked #38.

Forum Private Client Group first reported a position in T in Q1 2022 and has held it in 17 quarters since. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Forum Private Client Group held 43,262 shares of AT&T worth $896K as of Q2 2026.
  • Forum Private Client Group bought 14,141 AT&T shares in Q2 2026, an estimated $351K.
  • AT&T made up 0.27% of Forum Private Client Group's portfolio in Q2 2026, its #38 holding.
  • Forum Private Client Group first reported a position in AT&T in Q1 2022 and has held it in 17 quarters since.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.