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MBE Wealth Management’s AT&T T Stock Holding History

MBE 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
Q2 		$255K Sell
12,299
-218
-2% -$5.41K 0.09% 137
2026
Q1 		$363K Buy
12,517
+4
+0% +$107 0.15% 92
2025
Q4 		$311K Sell
12,513
-14
-0.1% -$354 0.13% 101
2025
Q3 		$354K Buy
12,527
+1,285
+11% +$36.5K 0.15% 84
2025
Q2 		$325K Buy
11,242
+707
+7% +$19.5K 0.14% 86
2025
Q1 		$298K Sell
10,535
-136
-1% -$3.42K 0.14% 88
2024
Q4 		$243K Buy
10,671
+152
+1% +$3.42K 0.14% 79
2024
Q3 		$231K Sell
10,519
-977
-8% -$19.4K 0.13% 89
2024
Q2 		$220K Buy
11,496
+1,083
+10% +$18.8K 0.13% 83
2024
Q1 		$183K Buy
10,413
+5
+0% +$85 0.11% 86
2023
Q4 		$175K Buy
10,408
+160
+2% +$2.53K 0.09% 86
2023
Q3 		$154K Buy
10,248
+108
+1% +$1.58K 0.09% 75
2023
Q2 		$162K Sell
10,140
-1,320
-12% -$22.5K 0.09% 75
2023
Q1 		$221K Sell
11,460
-2,399
-17% -$45.8K 0.13% 67
2022
Q4 		$255K Buy
+13,859
New +$248K 0.16% 57
2022
Q1 		– Sell
-11,901
Closed -$221K – 72
2021
Q4 		$221K Sell
11,901
-1,649
-12% -$30.8K 0.11% 58
2021
Q3 		$276K Buy
13,550
+1,966
+17% +$41.3K 0.14% 43
2021
Q2 		$252K Sell
11,584
-79
-0.7% -$1.8K 0.13% 42
2021
Q1 		$267K Sell
11,663
-1,647
-12% -$36.4K 0.14% 46
2020
Q4 		$289K Sell
13,310
-286
-2% -$6.17K 0.2% 41
2020
Q3 		$310K Hold
13,596
– – 0.26% 36
2020
Q2 		$310K Buy
13,596
+455
+3% +$10.4K 0.26% 36
2020
Q1 		$289K Buy
13,141
+1,380
+12% +$37.7K 0.28% 25
2019
Q4 		$347K Buy
+11,761
New +$340K 0.35% 23

Other funds holding T

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

MBE Wealth Management's T Position: Q2 2026 in Review

MBE Wealth Management reduced its AT&T (T) stake by 1.7% in Q2 2026, selling an estimated $5.41K and leaving 12,299 shares worth $255K. The position accounts for 0.09% of the portfolio, ranked #137.

MBE Wealth Management first reported a position in T in Q4 2019 and has held it in 24 quarters since. The position peaked at $363K in Q1 2026. 1,192 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • MBE Wealth Management held 12,299 shares of AT&T worth $255K as of Q2 2026.
  • MBE Wealth Management sold 218 AT&T shares in Q2 2026, an estimated $5.41K.
  • AT&T made up 0.09% of MBE Wealth Management's portfolio in Q2 2026, its #137 holding.
  • MBE Wealth Management first reported a position in AT&T in Q4 2019 and has held it in 24 quarters since.
  • MBE Wealth Management's AT&T position peaked at $363K in Q1 2026.
  • 1,192 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.