MWM
T icon

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

Meridian 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 		$2.2M Buy
75,729
+1,612
+2% +$43.1K 0.08% 220
2025
Q4 		$1.84M Buy
74,117
+4,493
+6% +$114K 0.06% 243
2025
Q3 		$1.97M Buy
69,624
+1,267
+2% +$36K 0.08% 219
2025
Q2 		$1.98M Buy
68,357
+1,908
+3% +$52.6K 0.08% 207
2025
Q1 		$1.88M Buy
66,449
+6,405
+11% +$161K 0.09% 190
2024
Q4 		$1.37M Buy
60,044
+1,010
+2% +$22.7K 0.06% 233
2024
Q3 		$1.3M Buy
59,034
+703
+1% +$14K 0.06% 235
2024
Q2 		$1.11M Buy
+58,331
New +$1.01M 0.13% 109
2024
Q1 		– Sell
-58,490
Closed -$981K – 505
2023
Q4 		$981K Sell
58,490
-2,926
-5% -$46.2K 0.06% 265
2023
Q3 		$922K Sell
61,416
-141,027
-70% -$2.07M 0.06% 251
2023
Q2 		$3.23M Sell
202,443
-25,786
-11% -$439K 0.27% 75
2023
Q1 		$4.39M Buy
228,229
+29,937
+15% +$572K 0.38% 56
2022
Q4 		$3.65M Buy
198,292
+1,408
+0.7% +$25.2K 0.36% 61
2022
Q3 		$3.02M Buy
196,884
+15,927
+9% +$290K 0.32% 70
2022
Q2 		$3.79M Sell
180,957
-59,324
-25% -$1.18M 0.31% 79
2022
Q1 		$4.29M Buy
240,281
+46,292
+24% +$856K 0.47% 38
2021
Q4 		$3.6M Sell
193,989
-42,275
-18% -$790K 0.38% 55
2021
Q3 		$4.82M Buy
236,264
+15,627
+7% +$328K 0.59% 31
2021
Q2 		$4.8M Buy
220,637
+9,088
+4% +$207K 0.61% 30
2021
Q1 		$4.84M Buy
211,549
+48,479
+30% +$1.07M 0.7% 26
2020
Q4 		$3.54M Buy
163,070
+17,765
+12% +$383K 0.56% 34
2020
Q3 		$3.13M Buy
145,305
+49,609
+52% +$1.11M 0.77% 26
2020
Q2 		$2.19M Buy
95,696
+18,333
+24% +$418K 0.73% 26
2020
Q1 		$1.7M Buy
77,363
+52,933
+217% +$1.45M 0.75% 26
2019
Q4 		$720K Sell
24,430
-6,357
-21% -$184K 0.35% 59
2019
Q3 		$880K Sell
30,787
-3,848
-11% -$102K 0.41% 44
2019
Q2 		$8.77K Sell
34,635
-15,750
-31% -$378K 0.35% 44
2019
Q1 		$1.19M Buy
50,385
+1,559
+3% +$35.9K 0.54% 34
2018
Q4 		$1.05M Sell
48,826
-18,535
-28% -$431K 0.62% 36
2018
Q3 		$1.71M Buy
67,361
+34,270
+104% +$839K 0.73% 32
2018
Q2 		$803K Sell
33,091
-2,207
-6% -$55.4K 0.38% 45
2018
Q1 		$950K Sell
35,298
-654
-2% -$18.2K 0.47% 40
2017
Q4 		$1.06M Buy
35,952
+74
+0.2% +$2.02K 0.65% 27
2017
Q3 		$1.06M Sell
35,878
-2,767
-7% -$78.5K 0.67% 27
2017
Q2 		$1.1M Sell
38,645
-2,155
-5% -$63.5K 0.7% 24
2017
Q1 		$1.28M Buy
40,800
+11,193
+38% +$352K 0.77% 30
2016
Q4 		$947K Buy
+29,607
New +$874K 0.75% 35

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

Meridian Wealth Management's T Position: Q1 2026 in Review

Meridian Wealth Management increased its AT&T (T) stake by 2.2% in Q1 2026, buying an estimated $43.1K and bringing the position to 75,729 shares worth $2.2M. The position accounts for 0.08% of the portfolio, ranked #220.

Meridian Wealth Management first reported a position in T in Q4 2016 and has held it in 37 quarters since. The position peaked at $4.84M in Q1 2021. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Meridian Wealth Management held 75,729 shares of AT&T worth $2.2M as of Q1 2026.
  • Meridian Wealth Management bought 1,612 AT&T shares in Q1 2026, an estimated $43.1K.
  • AT&T made up 0.08% of Meridian Wealth Management's portfolio in Q1 2026, its #220 holding.
  • Meridian Wealth Management first reported a position in AT&T in Q4 2016 and has held it in 37 quarters since.
  • Meridian Wealth Management's AT&T position peaked at $4.84M in Q1 2021.
  • 2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.