MBL Wealth’s AT&T T Stock Holding History

MBL Wealth’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	–	Sell	-10,514	Closed	-$305K	–	410
2026 Q1	$305K	Buy	10,514 +310	+3%	+$8.28K	0.02%	259
2025 Q4	$253K	Sell	10,204 -1,171	-10%	-$29.6K	0.02%	256
2025 Q3	$321K	Buy	11,375 +180	+2%	+$5.11K	0.03%	194
2025 Q2	$324K	Buy	11,195 +740	+7%	+$20.4K	0.03%	178
2025 Q1	$296K	Buy	+10,455	New	+$263K	0.03%	179

Other funds holding T

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

MBL Wealth's T Position: Q2 2026 in Review

MBL Wealth sold out of AT&T (T) in Q2 2026, closing a stake of 10,514 shares — an estimated $305K sold.

MBL Wealth first reported a position in T in Q1 2025 and held it in 5 quarters. The position peaked at $324K in Q2 2025. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

MBL Wealth reported no remaining AT&T position as of Q2 2026 after selling out during the quarter.
MBL Wealth sold 10,514 AT&T shares in Q2 2026, an estimated $305K.
MBL Wealth first reported a position in AT&T in Q1 2025 and held it in 5 quarters.
MBL Wealth's AT&T position peaked at $324K in Q2 2025.
2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.