Forza Wealth Management’s AT&T T Stock Holding History

Forza Wealth 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	$678K	Hold	32,744	–	–	0.21%	102
2026 Q1	$949K	Hold	32,744	–	–	0.33%	74
2025 Q4	$813K	Hold	32,744	–	–	0.29%	81
2025 Q3	$925K	Hold	32,744	–	–	0.35%	67
2025 Q2	$948K	Hold	32,744	–	–	0.39%	65
2025 Q1	$926K	Buy	32,744 +550	+2%	+$13.8K	0.42%	60
2024 Q4	$733K	Hold	32,194	–	–	0.33%	76
2024 Q3	$708K	Buy	32,194 +280	+0.9%	+$5.57K	0.32%	78
2024 Q2	$610K	Hold	31,914	–	–	0.31%	86
2024 Q1	$562K	Hold	31,914	–	–	0.29%	95
2023 Q4	$536K	Sell	31,914 -827	-3%	-$13.1K	0.3%	99
2023 Q3	$492K	Hold	32,741	–	–	0.25%	113
2023 Q2	$522K	Buy	32,741 +1,267	+4%	+$21.6K	0.26%	108
2023 Q1	$606K	Buy	31,474 +4,311	+16%	+$82.4K	0.31%	97
2022 Q4	$500K	Buy	+27,163	New	+$486K	0.33%	83

Other funds holding T

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Forza Wealth Management's T Position: Q2 2026 in Review

Forza Wealth Management held its AT&T (T) position steady in Q2 2026 at 32,744 shares worth $678K. The position accounts for 0.21% of the portfolio, ranked #102.

Forza Wealth Management first reported a position in T in Q4 2022 and has held it in 15 quarters since. The position peaked at $949K in Q1 2026. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

Forza Wealth Management held 32,744 shares of AT&T worth $678K as of Q2 2026.
Forza Wealth Management left its AT&T share count unchanged in Q2 2026.
AT&T made up 0.21% of Forza Wealth Management's portfolio in Q2 2026, its #102 holding.
Forza Wealth Management first reported a position in AT&T in Q4 2022 and has held it in 15 quarters since.
Forza Wealth Management's AT&T position peaked at $949K in Q1 2026.
2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.