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Marks Group Wealth Management’s AT&T T Stock Holding History

Marks Group 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
Q1 		– Sell
-8,141
Closed -$202K – 359
2025
Q4 		$202K Buy
+8,141
New +$206K 0.02% 327
2023
Q2 		– Sell
-11,376
Closed -$219K – 285
2023
Q1 		$219K Sell
11,376
-24,792
-69% -$474K 0.03% 266
2022
Q4 		$666K Buy
+36,168
New +$647K 0.09% 185

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

Marks Group Wealth Management's T Position: Q1 2026 in Review

Marks Group Wealth Management sold out of AT&T (T) in Q1 2026, closing a stake of 8,141 shares — an estimated $202K sold.

Marks Group Wealth Management first reported a position in T in Q4 2022 and held it in 3 quarters. The position peaked at $666K in Q4 2022. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Marks Group Wealth Management reported no remaining AT&T position as of Q1 2026 after selling out during the quarter.
  • Marks Group Wealth Management sold 8,141 AT&T shares in Q1 2026, an estimated $202K.
  • Marks Group Wealth Management first reported a position in AT&T in Q4 2022 and held it in 3 quarters.
  • Marks Group Wealth Management's AT&T position peaked at $666K in Q4 2022.
  • 2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.