Heritage Investment Group’s AT&T T Stock Holding History

Heritage Investment 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	–	Sell	-8,108	Closed	-$235K	–	138
2026 Q1	$235K	Buy	+8,108	New	+$217K	0.04%	114

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 $3.38T AUM 44.17% 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

Heritage Investment Group's T Position: Q2 2026 in Review

Heritage Investment Group sold out of AT&T (T) in Q2 2026, closing a stake of 8,108 shares — an estimated $235K sold.

Heritage Investment Group first reported a position in T in Q1 2026 and held it in 1 quarter. The position peaked at $235K in Q1 2026. 2,696 funds tracked by Wall St. Rank hold T as of Q2 2026.

Heritage Investment Group reported no remaining AT&T position as of Q2 2026 after selling out during the quarter.
Heritage Investment Group sold 8,108 AT&T shares in Q2 2026, an estimated $235K.
Heritage Investment Group first reported a position in AT&T in Q1 2026 and held it in 1 quarter.
Heritage Investment Group's AT&T position peaked at $235K in Q1 2026.
2,696 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Heritage Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.