KMWM
T icon

Keudell/Morrison Wealth Management’s AT&T T Stock Holding History

Keudell/Morrison 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 		$1.4M Sell
67,775
-1,079
-2% -$26.8K 0.27% 59
2026
Q1 		$2M Buy
68,854
+4,424
+7% +$118K 0.41% 42
2025
Q4 		$1.6M Buy
+64,430
New +$1.63M 0.34% 51
2025
Q2 		$2.17M Sell
74,963
-9,696
-11% -$267K 0.48% 42
2025
Q1 		$2.39M Sell
84,659
-3,699
-4% -$93K 0.56% 32
2024
Q4 		$2.01M Sell
88,358
-3,075
-3% -$69.2K 0.52% 41
2024
Q3 		$2.01M Buy
91,433
+7,531
+9% +$150K 0.55% 40
2024
Q2 		$1.6M Sell
83,902
-5,317
-6% -$92.5K 0.47% 46
2024
Q1 		$1.57M Buy
89,219
+2,571
+3% +$43.9K 0.48% 46
2023
Q4 		$1.45M Sell
86,648
-9,279
-10% -$147K 0.48% 43
2023
Q3 		$1.44M Sell
95,927
-6,110
-6% -$89.6K 0.44% 43
2023
Q2 		$1.63M Buy
102,037
+3,936
+4% +$67K 0.47% 38
2023
Q1 		$1.89M Sell
98,101
-1,434
-1% -$27.4K 0.56% 30
2022
Q4 		$1.83M Sell
99,535
-6,060
-6% -$108K 0.59% 31
2022
Q3 		$1.62M Buy
105,595
+7,607
+8% +$138K 0.61% 29
2022
Q2 		$2.05M Sell
97,988
-24,001
-20% -$479K 0.75% 27
2022
Q1 		$2.18M Buy
121,989
+218
+0.2% +$4.03K 0.91% 21
2021
Q4 		$2.26M Sell
121,771
-31,473
-21% -$588K 0.89% 20
2021
Q3 		$3.13M Sell
153,244
-1,435
-0.9% -$30.1K 1.34% 11
2021
Q2 		$3.36M Sell
154,679
-1,507
-1% -$34.3K 1.84% 9
2021
Q1 		$3.57M Sell
156,186
-707
-0.5% -$15.6K 2.07% 8
2020
Q4 		$3.41M Buy
156,893
+4,979
+3% +$107K 2.16% 8
2020
Q3 		$3.27M Buy
151,914
+5,153
+4% +$115K 2.1% 7
2020
Q2 		$3.35M Buy
146,761
+5,027
+4% +$114K 2.77% 3
2020
Q1 		$3.12M Buy
141,734
+2,263
+2% +$61.8K 3.05% 3
2019
Q4 		$4.12M Sell
139,471
-63
-0% -$1.82K 2.85% 3
2019
Q3 		$3.99M Buy
139,534
+812
+0.6% +$21.5K 3.29% 2
2019
Q2 		$3.57M Buy
138,722
+1,062
+0.8% +$25.5K 3.13% 3
2019
Q1 		$3.26M Buy
+137,660
New +$3.17M 2.87% 4

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

Keudell/Morrison Wealth Management's T Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its AT&T (T) stake by 1.6% in Q2 2026, selling an estimated $26.8K and leaving 67,775 shares worth $1.4M. The position accounts for 0.27% of the portfolio, ranked #59.

Keudell/Morrison Wealth Management first reported a position in T in Q1 2019 and has held it in 29 quarters since. The position peaked at $4.12M in Q4 2019. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Keudell/Morrison Wealth Management held 67,775 shares of AT&T worth $1.4M as of Q2 2026.
  • Keudell/Morrison Wealth Management sold 1,079 AT&T shares in Q2 2026, an estimated $26.8K.
  • AT&T made up 0.27% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #59 holding.
  • Keudell/Morrison Wealth Management first reported a position in AT&T in Q1 2019 and has held it in 29 quarters since.
  • Keudell/Morrison Wealth Management's AT&T position peaked at $4.12M in Q4 2019.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.