MHS
T icon

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
2023
Q3 		– Sell
-35,195
Closed -$561K – 292
2023
Q2 		$561K Sell
35,195
-123,550
-78% -$2.1M 0.12% 101
2023
Q1 		$3.06M Buy
+158,745
New +$3.03M 0.32% 60

Other funds holding T

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
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.