Measured Wealth Private Client Group’s AT&T T Stock Holding History

Measured Wealth Private Client Group’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	$140K	Sell	6,773 -1,499	-18%	-$37.2K	0.03%	229
2026 Q1	$240K	Sell	8,272 -2,572	-24%	-$68.7K	0.07%	163
2025 Q4	$269K	Sell	10,844 -8,098	-43%	-$205K	0.07%	152
2025 Q3	$535K	Sell	18,942 -82	-0.4%	-$2.33K	0.14%	97
2025 Q2	$551K	Buy	19,024 +1,057	+6%	+$29.1K	0.16%	92
2025 Q1	$508K	Buy	17,967 +3,402	+23%	+$85.6K	0.16%	89
2024 Q4	$332K	Buy	+14,565	New	+$328K	0.11%	128
2020 Q4	–	Sell	-10,530	Closed	-$227K	–	142
2020 Q3	$227K	Buy	10,530 +1,349	+15%	+$30.1K	0.11%	116
2020 Q2	$210K	Buy	+9,181	New	+$209K	0.12%	110
2019 Q4	–	Sell	-7,855	Closed	-$225K	–	136
2019 Q3	$225K	Sell	7,855 -3,439	-30%	-$91.1K	0.15%	108
2019 Q2	$286K	Sell	11,294 -33,576	-75%	-$805K	0.17%	137
2019 Q1	$1.06M	Buy	44,870 +9,374	+26%	+$216K	0.66%	28
2018 Q4	$765K	Sell	35,496 -7,133	-17%	-$166K	0.69%	28
2018 Q3	$1.1M	Buy	42,629 +3,772	+10%	+$92.4K	0.66%	21
2018 Q2	$942K	Buy	+38,857	New	+$975K	0.77%	22
2017 Q3	$1.22M	Buy	+41,355	New	+$1.17M	1.67%	14

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

Measured Wealth Private Client Group's T Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its AT&T (T) stake by 18% in Q2 2026, selling an estimated $37.2K and leaving 6,773 shares worth $140K. The position accounts for 0.03% of the portfolio, ranked #229.

Measured Wealth Private Client Group first reported a position in T in Q3 2017 and has held it in 16 quarters since. The position peaked at $1.22M in Q3 2017. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

Measured Wealth Private Client Group held 6,773 shares of AT&T worth $140K as of Q2 2026.
Measured Wealth Private Client Group sold 1,499 AT&T shares in Q2 2026, an estimated $37.2K.
AT&T made up 0.03% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #229 holding.
Measured Wealth Private Client Group first reported a position in AT&T in Q3 2017 and has held it in 16 quarters since.
Measured Wealth Private Client Group's AT&T position peaked at $1.22M in Q3 2017.
2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.