M Holdings Securities’s AT&T T Stock Holding History

M Holdings Securities’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 Q1	$2.79M	Sell	108,443 -15,387	-12%	-$411K	0.19%	96
2025 Q4	$3.08M	Buy	+123,830	New	+$3.13M	0.22%	86
2025 Q3	–	Sell	-110,382	Closed	-$3.18M	–	181
2025 Q2	$3.18M	Buy	110,382 +5,080	+5%	+$140K	0.54%	41
2025 Q1	$2.98M	Sell	105,302 -12,012	-10%	-$302K	0.5%	43
2024 Q4	$2.67M	Sell	117,314 -3,030	-3%	-$68.2K	0.43%	50
2024 Q3	$2.65M	Sell	120,344 -87,239	-42%	-$1.74M	0.67%	32
2024 Q2	$3.97M	Buy	207,583 +90,623	+77%	+$1.58M	0.51%	37
2024 Q1	$2.06M	Sell	116,960 -17,116	-13%	-$292K	0.35%	53
2023 Q4	$2.25M	Sell	134,076 -21,845	-14%	-$345K	0.25%	70
2023 Q3	$2.34M	Buy	+155,921	New	+$2.29M	0.31%	62
2023 Q1	–	Sell	-160,079	Closed	-$3.06M	–	571
2022 Q4	$2.95M	Buy	160,079 +18,468	+13%	+$331K	0.31%	70
2022 Q3	$2.17M	Buy	141,611 +5,857	+4%	+$107K	0.24%	84
2022 Q2	$2.85M	Sell	135,754 -25,207	-16%	-$503K	0.29%	75
2022 Q1	$2.87M	Buy	+160,961	New	+$2.98M	0.22%	90
2021 Q2	$4.17M	Sell	191,870 -1,042	-0.5%	-$23.7K	0.41%	62
2021 Q1	$4.41M	Buy	192,912 +27,393	+17%	+$606K	0.4%	60
2020 Q4	$3.6M	Buy	165,519 +63,825	+63%	+$1.38M	0.46%	61
2020 Q3	$2.19M	Sell	101,694 -10,871	-10%	-$243K	0.35%	68
2020 Q2	$2.57M	Sell	112,565 -70,900	-39%	-$1.61M	0.46%	58
2020 Q1	$4.04M	Buy	183,465 +82,864	+82%	+$2.26M	0.6%	46
2019 Q4	$2.97M	Buy	100,601 +8,531	+9%	+$246K	0.87%	29
2019 Q3	$2.63M	Buy	92,070 +3,285	+4%	+$87K	0.81%	37
2019 Q2	$2.25M	Sell	88,785 -87,205	-50%	-$2.09M	0.76%	38
2019 Q1	$4.17M	Buy	175,990 +70,908	+67%	+$1.63M	0.96%	19
2018 Q4	$2.27M	Buy	105,082 +196	+0.2%	+$4.56K	0.7%	30
2018 Q3	$2.66M	Buy	104,886 +5,609	+6%	+$137K	0.7%	31
2018 Q2	$2.41M	Buy	99,277 +16,532	+20%	+$415K	0.66%	34
2018 Q1	$2.23M	Sell	82,745 -1,137	-1%	-$31.6K	0.68%	28
2017 Q4	$2.46M	Buy	83,882 +20,910	+33%	+$571K	0.74%	27
2017 Q3	$1.86M	Buy	62,972 +17,154	+37%	+$487K	0.59%	39
2017 Q2	$1.31M	Buy	45,818 +1,321	+3%	+$38.9K	0.45%	59
2017 Q1	$1.4M	Sell	44,497 -1,181	-3%	-$37.2K	0.54%	44
2016 Q4	$1.47M	Buy	45,678 +4,671	+11%	+$138K	0.51%	43
2016 Q3	$1.26M	Sell	41,007 -586	-1%	-$18.5K	0.57%	40
2016 Q2	$1.36M	Sell	41,593 -3,640	-8%	-$108K	0.69%	32
2016 Q1	$1.34M	Buy	45,233 +1,178	+3%	+$32.6K	0.82%	29
2015 Q4	$1.15M	Buy	44,055 +3,696	+9%	+$93.8K	0.77%	31
2015 Q3	$993K	Buy	40,359 +9,156	+29%	+$233K	0.71%	37
2015 Q2	$837K	Sell	31,203 -606	-2%	-$15.7K	0.56%	51
2015 Q1	$784K	Sell	31,809 -700	-2%	-$17.8K	0.51%	56
2014 Q4	$825K	Buy	32,509 +2,127	+7%	+$55.2K	0.54%	52
2014 Q3	$823K	Buy	30,382 +1,463	+5%	+$38.9K	0.46%	56
2014 Q2	$772K	Buy	28,919 +10,134	+54%	+$271K	0.49%	55
2014 Q1	$498K	Sell	18,785 -2,158	-10%	-$54.2K	0.52%	51
2013 Q4	$556K	Buy	+20,943	New	+$551K	0.4%	63

Other funds holding T

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

M Holdings Securities's T Position: Q1 2026 in Review

M Holdings Securities reduced its AT&T (T) stake by 12% in Q1 2026, selling an estimated $411K and leaving 108,443 shares worth $2.79M. The position accounts for 0.19% of the portfolio, ranked #96.

M Holdings Securities first reported a position in T in Q4 2013 and has held it in 45 quarters since. The position peaked at $4.41M in Q1 2021. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

M Holdings Securities held 108,443 shares of AT&T worth $2.79M as of Q1 2026.
M Holdings Securities sold 15,387 AT&T shares in Q1 2026, an estimated $411K.
AT&T made up 0.19% of M Holdings Securities's portfolio in Q1 2026, its #96 holding.
M Holdings Securities first reported a position in AT&T in Q4 2013 and has held it in 45 quarters since.
M Holdings Securities's AT&T position peaked at $4.41M in Q1 2021.
2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.