Monte Financial Group’s AT&T T Stock Holding History

Monte Financial 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	$422K	Buy	14,550 +99	+0.7%	+$2.65K	0.15%	83
2025 Q4	$359K	Buy	14,451 +101	+0.7%	+$2.56K	0.13%	81
2025 Q3	$405K	Buy	+14,350	New	+$407K	0.15%	78
2023 Q2	–	Sell	-10,473	Closed	-$202K	–	88
2023 Q1	$202K	Hold	10,473	–	–	0.11%	85
2022 Q4	$193K	Buy	+10,473	New	+$187K	0.1%	84
2022 Q2	–	Sell	-12,623	Closed	-$225K	–	84
2022 Q1	$225K	Sell	12,623 -1,382	-10%	-$25.6K	0.12%	76
2021 Q4	$260K	Sell	14,005 -2,775	-17%	-$51.9K	0.14%	72
2021 Q3	$342K	Sell	16,780 -662	-4%	-$13.9K	0.2%	60
2021 Q2	$379K	Sell	17,442 -1,592	-8%	-$36.2K	0.22%	60
2021 Q1	$435K	Sell	19,034 -2,280	-11%	-$50.4K	0.27%	57
2020 Q4	$463K	Buy	21,314 +6,419	+43%	+$138K	0.31%	53
2020 Q3	$321K	Sell	14,895 -9,036	-38%	-$202K	0.24%	54
2020 Q2	$546K	Sell	23,931 -924	-4%	-$21K	0.43%	49
2020 Q1	$547K	Sell	24,855 -1,352	-5%	-$36.9K	0.53%	43
2019 Q4	$774K	Buy	26,207 +1,818	+7%	+$52.5K	0.57%	39
2019 Q3	$697K	Buy	24,389 +222	+0.9%	+$5.88K	0.56%	39
2019 Q2	$612K	Hold	24,167	–	–	0.52%	41
2019 Q1	$572K	Sell	24,167 -91	-0.4%	-$2.09K	0.5%	42
2018 Q4	$523K	Sell	24,258 -81	-0.3%	-$1.89K	0.55%	39
2018 Q3	$617K	Sell	24,339 -1,157	-5%	-$28.3K	0.58%	38
2018 Q2	$618K	Sell	25,496 -21,923	-46%	-$550K	0.63%	37
2018 Q1	$1.28M	Sell	47,419 -131	-0.3%	-$3.65K	1.33%	31
2017 Q4	$1.4M	Buy	+47,550	New	+$1.3M	1.42%	32

Other funds holding T

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Monte Financial Group's T Position: Q1 2026 in Review

Monte Financial Group increased its AT&T (T) stake by 0.69% in Q1 2026, buying an estimated $2.65K and bringing the position to 14,550 shares worth $422K. The position accounts for 0.15% of the portfolio, ranked #83.

Monte Financial Group first reported a position in T in Q4 2017 and has held it in 23 quarters since. The position peaked at $1.4M in Q4 2017. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

Monte Financial Group held 14,550 shares of AT&T worth $422K as of Q1 2026.
Monte Financial Group bought 99 AT&T shares in Q1 2026, an estimated $2.65K.
AT&T made up 0.15% of Monte Financial Group's portfolio in Q1 2026, its #83 holding.
Monte Financial Group first reported a position in AT&T in Q4 2017 and has held it in 23 quarters since.
Monte Financial Group's AT&T position peaked at $1.4M in Q4 2017.
2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Monte Financial Group's 13F filing for Q1 2026, filed 14 May 2026.