Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$12.5M Buy
605,465
+58,523
+11% +$1.45M 0.08% 218
2026
Q1
$15.9M Buy
546,942
+66,425
+14% +$1.77M 0.12% 154
2025
Q4
$11.9M Buy
480,517
+2,882
+0.6% +$73K 0.1% 175
2025
Q3
$13.5M Buy
477,635
+18,553
+4% +$527K 0.12% 135
2025
Q2
$13.3M Buy
459,082
+76,750
+20% +$2.12M 0.15% 107
2025
Q1
$10.8M Buy
382,332
+82,401
+27% +$2.07M 0.16% 105
2024
Q4
$6.83M Buy
299,931
+85,482
+40% +$1.92M 0.12% 148
2024
Q3
$4.72M Sell
214,449
-37,719
-15% -$751K 0.11% 152
2024
Q2
$4.82M Buy
252,168
+42,614
+20% +$741K 0.11% 150
2024
Q1
$3.53M Buy
209,554
+33,072
+19% +$565K 0.08% 186
2023
Q4
$2.96M Sell
176,482
-16,191
-8% -$256K 0.09% 149
2023
Q3
$2.89M Sell
192,673
-12,798
-6% -$188K 0.09% 170
2023
Q2
$3.28M Buy
205,471
+16,171
+9% +$275K 0.11% 148
2023
Q1
$3.64M Sell
189,300
-20,855
-10% -$399K 0.13% 116
2022
Q4
$3.87M Buy
210,155
+52,779
+34% +$945K 0.14% 109
2022
Q3
$2.41M Sell
157,376
-79,713
-34% -$1.45M 0.1% 138
2022
Q2
$4.97M Buy
237,089
+80,333
+51% +$1.6M 0.15% 89
2022
Q1
$2.8M Buy
156,756
+50,565
+48% +$936K 0.17% 88
2021
Q4
$1.97M Sell
106,191
-10,976
-9% -$205K 0.19% 56
2021
Q3
$2.39M Sell
117,167
-13,744
-10% -$289K 0.25% 49
2021
Q2
$2.85M Sell
130,911
-13,777
-10% -$313K 0.27% 42
2021
Q1
$3.31M Buy
144,688
+19,786
+16% +$437K 0.35% 29
2020
Q4
$2.71M Sell
124,902
-31,376
-20% -$677K 0.26% 30
2020
Q3
$3.37M Sell
156,278
-12,359
-7% -$276K 0.31% 24
2020
Q2
$3.85M Buy
168,637
+6,999
+4% +$159K 0.38% 20
2020
Q1
$3.56M Buy
161,638
+8,325
+5% +$227K 0.4% 19
2019
Q4
$4.53M Buy
153,313
+31,929
+26% +$922K 0.4% 17
2019
Q3
$3.47M Buy
121,384
+13,555
+13% +$359K 0.38% 15
2019
Q2
$2.73M Buy
107,829
+12,693
+13% +$304K 0.32% 10
2019
Q1
$2.25M Sell
95,136
-10,096
-10% -$232K 0.27% 18
2018
Q4
$2.27M Sell
105,232
-17,531
-14% -$408K 0.34% 16
2018
Q3
$3.11M Buy
122,763
+76,935
+168% +$1.88M 0.5% 8
2018
Q2
$1.11M Sell
45,828
-4,193
-8% -$105K 0.2% 25
2018
Q1
$1.35M Buy
50,021
+6,628
+15% +$184K 0.26% 17
2017
Q4
$1.27M Buy
+43,393
New +$1.18M 0.27% 19

Other funds holding T

Merit Financial Group's T Position: Q2 2026 in Review

Merit Financial Group increased its AT&T (T) stake by 11% in Q2 2026, buying an estimated $1.45M and bringing the position to 605,465 shares worth $12.5M. The position accounts for 0.08% of the portfolio, ranked #218.

Merit Financial Group first reported a position in T in Q4 2017 and has held it in 35 quarters since. The position peaked at $15.9M in Q1 2026. 474 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Merit Financial Group held 605,465 shares of AT&T worth $12.5M as of Q2 2026.
  • Merit Financial Group bought 58,523 AT&T shares in Q2 2026, an estimated $1.45M.
  • AT&T made up 0.08% of Merit Financial Group's portfolio in Q2 2026, its #218 holding.
  • Merit Financial Group first reported a position in AT&T in Q4 2017 and has held it in 35 quarters since.
  • Merit Financial Group's AT&T position peaked at $15.9M in Q1 2026.
  • 474 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.