MAMG
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Milestone Asset Management Group’s AT&T T Stock Holding History

Milestone Asset Management Group’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 		$954K Sell
32,895
-52
-0.2% -$1.39K 0.56% 49
2025
Q4 		$818K Sell
32,947
-179
-0.5% -$4.53K 0.46% 51
2025
Q3 		$935K Sell
33,126
-400
-1% -$11.4K 0.59% 46
2025
Q2 		$970K Buy
33,526
+5
+0% +$138 0.72% 40
2025
Q1 		$948K Sell
33,521
-239
-0.7% -$6.01K 0.86% 39
2024
Q4 		$769K Buy
+33,760
New +$760K 0.69% 46

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

Milestone Asset Management Group's T Position: Q1 2026 in Review

Milestone Asset Management Group reduced its AT&T (T) stake by 0.16% in Q1 2026, selling an estimated $1.39K and leaving 32,895 shares worth $954K. The position accounts for 0.56% of the portfolio, ranked #49.

Milestone Asset Management Group first reported a position in T in Q4 2024 and has held it in 6 quarters since. The position peaked at $970K in Q2 2025. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Milestone Asset Management Group held 32,895 shares of AT&T worth $954K as of Q1 2026.
  • Milestone Asset Management Group sold 52 AT&T shares in Q1 2026, an estimated $1.39K.
  • AT&T made up 0.56% of Milestone Asset Management Group's portfolio in Q1 2026, its #49 holding.
  • Milestone Asset Management Group first reported a position in AT&T in Q4 2024 and has held it in 6 quarters since.
  • Milestone Asset Management Group's AT&T position peaked at $970K in Q2 2025.
  • 2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Milestone Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.