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 $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

M Holdings Securities's T Position: Q2 2026 in Review

M Holdings Securities reduced its AT&T (T) stake by 5.2% in Q2 2026, selling an estimated $139K and leaving 102,856 shares worth $2.25M. The position accounts for 0.31% of the portfolio, ranked #56.

M Holdings Securities first reported a position in T in Q4 2013 and has held it in 46 quarters since. The position peaked at $4.41M in Q1 2021. 2,684 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • M Holdings Securities held 102,856 shares of AT&T worth $2.25M as of Q2 2026.
  • M Holdings Securities sold 5,587 AT&T shares in Q2 2026, an estimated $139K.
  • AT&T made up 0.31% of M Holdings Securities's portfolio in Q2 2026, its #56 holding.
  • M Holdings Securities first reported a position in AT&T in Q4 2013 and has held it in 46 quarters since.
  • M Holdings Securities's AT&T position peaked at $4.41M in Q1 2021.
  • 2,684 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.