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 Q2	–	Sell	-9,063	Closed	-$263K	–	201
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 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

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

Melfa Wealth Management sold out of AT&T (T) in Q2 2026, closing a stake of 9,063 shares — an estimated $263K sold.

Melfa Wealth Management first reported a position in T in Q1 2023 and held it in 10 quarters. The position peaked at $263K in Q1 2026. 2,684 funds tracked by Wall St. Rank hold T as of Q2 2026.

Melfa Wealth Management reported no remaining AT&T position as of Q2 2026 after selling out during the quarter.
Melfa Wealth Management sold 9,063 AT&T shares in Q2 2026, an estimated $263K.
Melfa Wealth Management first reported a position in AT&T in Q1 2023 and held it in 10 quarters.
Melfa Wealth Management's AT&T position peaked at $263K in Q1 2026.
2,684 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

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