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

Mission 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
2022
Q3 		– Hold
0
– -$2K – 536
2022
Q2 		– Hold
0
– – – 518

Other funds holding T

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Mission Wealth Management increased its AT&T (T) stake by 64% in Q2 2026, buying an estimated $756K and bringing the position to 78,316 shares worth $1.62M. The position accounts for 0.02% of the portfolio, ranked #354.

Mission Wealth Management first reported a position in T in Q2 2015 and has held it in 45 quarters since. The position peaked at $2.73M in Q3 2018. 1,429 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Mission Wealth Management held 78,316 shares of AT&T worth $1.62M as of Q2 2026.
  • Mission Wealth Management bought 30,451 AT&T shares in Q2 2026, an estimated $756K.
  • AT&T made up 0.02% of Mission Wealth Management's portfolio in Q2 2026, its #354 holding.
  • Mission Wealth Management first reported a position in AT&T in Q2 2015 and has held it in 45 quarters since.
  • Mission Wealth Management's AT&T position peaked at $2.73M in Q3 2018.
  • 1,429 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.