MWM
T icon

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

Melfa 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
Q1 		$263K Buy
9,063
+9
+0.1% +$240 0.15% 142
2025
Q4 		$225K Buy
9,054
+62
+0.7% +$1.57K 0.13% 158
2025
Q3 		$254K Buy
8,992
+7
+0.1% +$199 0.15% 150
2025
Q2 		$260K Buy
8,985
+6
+0.1% +$165 0.16% 142
2025
Q1 		$254K Sell
8,979
-1,358
-13% -$34.1K 0.17% 140
2024
Q4 		$235K Buy
10,337
+173
+2% +$3.89K 0.16% 149
2024
Q3 		$224K Sell
10,164
-99
-1% -$1.97K 0.15% 157
2024
Q2 		$196K Buy
+10,263
New +$178K 0.14% 160
2023
Q3 		– Sell
-11,090
Closed -$177K – 140
2023
Q2 		$177K Buy
11,090
+3
+0% +$51 0.18% 111
2023
Q1 		$213K Buy
+11,087
New +$212K 0.21% 104

Other funds holding T

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return