MWM
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Mindset Wealth Management’s AT&T T Stock Holding History

Mindset 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 		$325K Sell
11,228
-256
-2% -$6.84K 0.09% 117
2025
Q4 		$285K Buy
11,484
+707
+7% +$17.9K 0.07% 139
2025
Q3 		$304K Buy
10,777
+252
+2% +$7.16K 0.08% 119
2025
Q2 		$305K Buy
10,525
+138
+1% +$3.8K 0.1% 108
2025
Q1 		$294K Buy
10,387
+55
+0.5% +$1.38K 0.11% 96
2024
Q4 		$235K Sell
10,332
-2,856
-22% -$64.3K 0.09% 116
2024
Q3 		$290K Buy
+13,188
New +$262K 0.12% 95

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

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

Mindset Wealth Management reduced its AT&T (T) stake by 2.2% in Q1 2026, selling an estimated $6.84K and leaving 11,228 shares worth $325K. The position accounts for 0.09% of the portfolio, ranked #117.

Mindset Wealth Management first reported a position in T in Q3 2024 and has held it in 7 quarters since. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Mindset Wealth Management held 11,228 shares of AT&T worth $325K as of Q1 2026.
  • Mindset Wealth Management sold 256 AT&T shares in Q1 2026, an estimated $6.84K.
  • AT&T made up 0.09% of Mindset Wealth Management's portfolio in Q1 2026, its #117 holding.
  • Mindset Wealth Management first reported a position in AT&T in Q3 2024 and has held it in 7 quarters since.
  • 2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.