MWM
T icon

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

MGB 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
2025
Q4 		$232K Sell
9,331
-6,983
-43% -$177K 0.07% 205
2025
Q3 		$461K Buy
16,314
+2,000
+14% +$56.8K 0.13% 133
2025
Q2 		$414K Buy
+14,314
New +$394K 0.14% 141

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MGB Wealth Management's T Position: Q4 2025 in Review

MGB Wealth Management reduced its AT&T (T) stake by 43% in Q4 2025, selling an estimated $177K and leaving 9,331 shares worth $232K. The position accounts for 0.07% of the portfolio, ranked #205.

MGB Wealth Management first reported a position in T in Q2 2025 and has held it in 3 quarters since. The position peaked at $461K in Q3 2025. 2,851 funds tracked by Wall St. Rank hold T as of Q4 2025.

  • MGB Wealth Management held 9,331 shares of AT&T worth $232K as of Q4 2025.
  • MGB Wealth Management sold 6,983 AT&T shares in Q4 2025, an estimated $177K.
  • AT&T made up 0.07% of MGB Wealth Management's portfolio in Q4 2025, its #205 holding.
  • MGB Wealth Management first reported a position in AT&T in Q2 2025 and has held it in 3 quarters since.
  • MGB Wealth Management's AT&T position peaked at $461K in Q3 2025.
  • 2,851 funds tracked by Wall St. Rank held AT&T as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.