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
Q2 		$297K Buy
14,327
+3,099
+28% +$76.9K 0.06% 140
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Mindset Wealth Management's T Position: Q2 2026 in Review

Mindset Wealth Management increased its AT&T (T) stake by 28% in Q2 2026, buying an estimated $76.9K and bringing the position to 14,327 shares worth $297K. The position accounts for 0.06% of the portfolio, ranked #140.

Mindset Wealth Management first reported a position in T in Q3 2024 and has held it in 8 quarters since. The position peaked at $325K in Q1 2026. 2,684 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Mindset Wealth Management held 14,327 shares of AT&T worth $297K as of Q2 2026.
  • Mindset Wealth Management bought 3,099 AT&T shares in Q2 2026, an estimated $76.9K.
  • AT&T made up 0.06% of Mindset Wealth Management's portfolio in Q2 2026, its #140 holding.
  • Mindset Wealth Management first reported a position in AT&T in Q3 2024 and has held it in 8 quarters since.
  • Mindset Wealth Management's AT&T position peaked at $325K in Q1 2026.
  • 2,684 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.