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

Modern 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	$2.72M	Buy	131,360 +39,426	+43%	+$979K	0.03%	342
2026 Q1	$2.6M	Buy	91,934 +2,935	+3%	+$78.4K	0.04%	279
2025 Q4	$2.21M	Sell	88,999 -5,788	-6%	-$147K	0.04%	283
2025 Q3	$2.68M	Sell	94,787 -5,071	-5%	-$144K	0.05%	251
2025 Q2	$2.89M	Buy	99,858 +16,175	+19%	+$446K	0.07%	226
2025 Q1	$2.37M	Buy	83,683 +9,316	+13%	+$234K	0.08%	194
2024 Q4	$1.69M	Buy	74,367 +7,846	+12%	+$177K	0.06%	199
2024 Q3	$1.46M	Buy	66,521 +9,059	+16%	+$180K	0.09%	139
2024 Q2	$1.1M	Buy	57,462 +21,427	+59%	+$373K	0.08%	133
2024 Q1	$634K	Buy	36,035 +6,886	+24%	+$118K	0.06%	148
2023 Q4	$489K	Buy	+29,149	New	+$460K	0.06%	93

Other funds holding T

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Modern Wealth Management increased its AT&T (T) stake by 43% in Q2 2026, buying an estimated $979K and bringing the position to 131,360 shares worth $2.72M. The position accounts for 0.03% of the portfolio, ranked #342.

Modern Wealth Management first reported a position in T in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.89M in Q2 2025. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

Modern Wealth Management held 131,360 shares of AT&T worth $2.72M as of Q2 2026.
Modern Wealth Management bought 39,426 AT&T shares in Q2 2026, an estimated $979K.
AT&T made up 0.03% of Modern Wealth Management's portfolio in Q2 2026, its #342 holding.
Modern Wealth Management first reported a position in AT&T in Q4 2023 and has held it in 11 quarters since.
Modern Wealth Management's AT&T position peaked at $2.89M in Q2 2025.
2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.