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Marshall & Sterling Wealth Advisors’s AT&T T Stock Holding History

Marshall & Sterling Wealth Advisors’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 		$36.9K Buy
1,782
+15
+0.8% +$372 0.02% 172
2026
Q1 		$51.2K Buy
1,767
+260
+17% +$6.95K 0.03% 143
2025
Q4 		$37.4K Sell
1,507
-282
-16% -$7.14K 0.02% 157
2025
Q3 		$50.5K Buy
1,789
+14
+0.8% +$398 0.03% 172
2025
Q2 		$51.3K Buy
1,775
+10
+0.6% +$276 0.03% 155
2025
Q1 		$49.9K Sell
1,765
-801
-31% -$20.1K 0.03% 154
2024
Q4 		$58.4K Buy
+2,566
New +$57.7K 0.04% 118

Other funds holding T

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TC
Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $1.6B AUM 23.66% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's T Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its AT&T (T) stake by 0.85% in Q2 2026, buying an estimated $372 and bringing the position to 1,782 shares worth $36.9K. The position accounts for 0.02% of the portfolio, ranked #172.

Marshall & Sterling Wealth Advisors first reported a position in T in Q4 2024 and has held it in 7 quarters since. The position peaked at $58.4K in Q4 2024. 668 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 1,782 shares of AT&T worth $36.9K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors bought 15 AT&T shares in Q2 2026, an estimated $372.
  • AT&T made up 0.02% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #172 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in AT&T in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's AT&T position peaked at $58.4K in Q4 2024.
  • 668 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.