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Marshall Financial Group (Maryland)’s AT&T T Stock Holding History

Marshall Financial Group (Maryland)’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 		$216K Sell
10,433
-1,314
-11% -$32.6K 0.03% 298
2026
Q1 		$341K Sell
11,747
-138
-1% -$3.69K 0.05% 235
2025
Q4 		$295K Sell
11,885
-5
-0% -$127 0.06% 242
2025
Q3 		$336K Sell
11,890
-4,164
-26% -$118K 0.07% 205
2025
Q2 		$456K Buy
16,054
+3,502
+28% +$96.5K 0.09% 188
2025
Q1 		$355K Sell
12,552
-4,275
-25% -$108K 0.08% 181
2024
Q4 		$383K Buy
16,827
+2,404
+17% +$54.1K 0.09% 161
2024
Q3 		$317K Buy
+14,423
New +$287K 0.08% 177
2024
Q1 		– Sell
-14,319
Closed -$240K – 181
2023
Q4 		$240K Buy
14,319
+38
+0.3% +$600 0.08% 158
2023
Q3 		$214K Sell
14,281
-81
-0.6% -$1.19K 0.08% 158
2023
Q2 		$229K Sell
14,362
-472
-3% -$8.04K 0.08% 159
2023
Q1 		$286K Sell
14,834
-1,339
-8% -$25.6K 0.1% 151
2022
Q4 		$298K Sell
16,173
-1,180
-7% -$21.1K 0.12% 141
2022
Q3 		$266K Sell
17,353
-438
-2% -$7.97K 0.11% 157
2022
Q2 		$373K Sell
17,791
-16,278
-48% -$325K 0.15% 142
2022
Q1 		$608K Buy
34,069
+10,009
+42% +$185K 0.25% 139
2021
Q4 		$447K Sell
24,060
-1,423
-6% -$26.6K 0.16% 152
2021
Q3 		$520K Sell
25,483
-1,246
-5% -$26.2K 0.27% 121
2021
Q2 		$581K Sell
26,729
-206
-0.8% -$4.69K 0.31% 117
2021
Q1 		$616K Buy
26,935
+1,782
+7% +$39.4K 0.37% 91
2020
Q4 		$546K Buy
+25,153
New +$542K 0.36% 87

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

Marshall Financial Group (Maryland)'s T Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its AT&T (T) stake by 11% in Q2 2026, selling an estimated $32.6K and leaving 10,433 shares worth $216K. The position accounts for 0.03% of the portfolio, ranked #298.

Marshall Financial Group (Maryland) first reported a position in T in Q4 2020 and has held it in 21 quarters since. The position peaked at $616K in Q1 2021. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Marshall Financial Group (Maryland) held 10,433 shares of AT&T worth $216K as of Q2 2026.
  • Marshall Financial Group (Maryland) sold 1,314 AT&T shares in Q2 2026, an estimated $32.6K.
  • AT&T made up 0.03% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #298 holding.
  • Marshall Financial Group (Maryland) first reported a position in AT&T in Q4 2020 and has held it in 21 quarters since.
  • Marshall Financial Group (Maryland)'s AT&T position peaked at $616K in Q1 2021.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.