Heritage Wealth Management (Ohio)’s AT&T T Stock Holding History

Heritage Wealth Management (Ohio)’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	$1.9M	Sell	91,889 -471	-0.5%	-$11.7K	0.47%	57
2026 Q1	$2.68M	Sell	92,360 -1,274	-1%	-$34K	1.33%	19
2025 Q4	$2.33M	Buy	93,634 +493	+0.5%	+$12.5K	0.65%	40
2025 Q3	$2.63M	Sell	93,141 -447	-0.5%	-$12.7K	0.77%	27
2025 Q2	$2.71M	Sell	93,588 -4,212	-4%	-$116K	0.88%	20
2025 Q1	$2.77M	Sell	97,800 -3,315	-3%	-$83.4K	0.94%	18
2024 Q4	$2.3M	Buy	101,115 +26	+0%	+$585	0.77%	30
2024 Q3	$2.22M	Buy	101,089 +1,392	+1%	+$27.7K	0.73%	30
2024 Q2	$1.87M	Buy	+99,697	New	+$1.73M	0.63%	37

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

Heritage Wealth Management (Ohio)'s T Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) reduced its AT&T (T) stake by 0.51% in Q2 2026, selling an estimated $11.7K and leaving 91,889 shares worth $1.9M. The position accounts for 0.47% of the portfolio, ranked #57.

Heritage Wealth Management (Ohio) first reported a position in T in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.77M in Q1 2025. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

Heritage Wealth Management (Ohio) held 91,889 shares of AT&T worth $1.9M as of Q2 2026.
Heritage Wealth Management (Ohio) sold 471 AT&T shares in Q2 2026, an estimated $11.7K.
AT&T made up 0.47% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #57 holding.
Heritage Wealth Management (Ohio) first reported a position in AT&T in Q2 2024 and has held it in 9 quarters since.
Heritage Wealth Management (Ohio)'s AT&T position peaked at $2.77M in Q1 2025.
2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.