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Morton Brown Family Wealth’s AT&T T Stock Holding History

Morton Brown Family Wealth’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 		$4.28K Sell
207
-57
-22% -$1.42K ﹤0.01% 236
2026
Q1 		$7.65K Buy
264
+1
+0.4% +$27 ﹤0.01% 212
2025
Q4 		$6.54K Buy
263
+1
+0.4% +$25 ﹤0.01% 213
2025
Q3 		$7.41K Hold
262
– – ﹤0.01% 204
2025
Q2 		$7.57K Buy
262
+1
+0.4% +$28 ﹤0.01% 211
2025
Q1 		$7.38K Sell
261
-100
-28% -$2.52K ﹤0.01% 210
2024
Q4 		$8.22K Sell
361
-229
-39% -$5.15K ﹤0.01% 186
2024
Q3 		$13K Buy
590
+102
+21% +$2.03K ﹤0.01% 152
2024
Q2 		$9.35K Buy
488
+1
+0.2% +$17 ﹤0.01% 160
2024
Q1 		$8.57K Sell
487
-2,135
-81% -$36.5K ﹤0.01% 160
2023
Q4 		$44K Buy
2,622
+2,241
+588% +$35.4K 0.02% 109
2023
Q3 		$5.72K Buy
381
+1
+0.3% +$15 ﹤0.01% 145
2023
Q2 		$6.06K Buy
380
+1
+0.3% +$17 ﹤0.01% 138
2023
Q1 		$7.29K Buy
379
+1
+0.3% +$19 ﹤0.01% 146
2022
Q4 		$6.96K Sell
378
-335
-47% -$6K ﹤0.01% 125
2022
Q3 		$11K Sell
713
-118
-14% -$2.15K 0.01% 109
2022
Q2 		$17K Buy
831
+23
+3% +$459 0.01% 96
2022
Q1 		$14K Sell
808
-141
-15% -$2.61K 0.01% 102
2021
Q4 		$18K Buy
+949
New +$17.7K 0.01% 105

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

Morton Brown Family Wealth's T Position: Q2 2026 in Review

Morton Brown Family Wealth reduced its AT&T (T) stake by 22% in Q2 2026, selling an estimated $1.42K and leaving 207 shares worth $4.28K. The position accounts for ﹤0.01% of the portfolio, ranked #236.

Morton Brown Family Wealth first reported a position in T in Q4 2021 and has held it in 19 quarters since. The position peaked at $44K in Q4 2023. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Morton Brown Family Wealth held 207 shares of AT&T worth $4.28K as of Q2 2026.
  • Morton Brown Family Wealth sold 57 AT&T shares in Q2 2026, an estimated $1.42K.
  • AT&T made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #236 holding.
  • Morton Brown Family Wealth first reported a position in AT&T in Q4 2021 and has held it in 19 quarters since.
  • Morton Brown Family Wealth's AT&T position peaked at $44K in Q4 2023.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.