MVA
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Mount Vernon Associates’s AT&T T Stock Holding History

Mount Vernon Associates’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 		$572K Sell
27,655
-4,000
-13% -$99.3K 0.37% 41
2026
Q1 		$918K Hold
31,655
– – 0.65% 34
2025
Q4 		$786K Hold
31,655
– – 0.53% 35
2025
Q3 		$894K Sell
31,655
-456
-1% -$12.9K 0.62% 31
2025
Q2 		$929K Hold
32,111
– – 0.67% 31
2025
Q1 		$908K Sell
32,111
-1,248
-4% -$31.4K 0.74% 30
2024
Q4 		$760K Hold
33,359
– – 0.59% 33
2024
Q3 		$734K Buy
33,359
+1,111
+3% +$22.1K 0.58% 37
2024
Q2 		$616K Sell
32,248
-271
-0.8% -$4.71K 0.55% 36
2024
Q1 		$572K Hold
32,519
– – 0.49% 39
2023
Q4 		$546K Sell
32,519
-500
-2% -$7.89K 0.54% 37
2023
Q3 		$496K Buy
33,019
+165
+0.5% +$2.42K 0.55% 38
2023
Q2 		$524K Hold
32,854
– – 0.56% 36
2023
Q1 		$632K Sell
32,854
-450
-1% -$8.6K 0.75% 32
2022
Q4 		$613K Sell
33,304
-400
-1% -$7.16K 0.79% 30
2022
Q3 		$517K Buy
33,704
+300
+0.9% +$5.46K 0.67% 32
2022
Q2 		$700K Sell
33,404
-8,572
-20% -$171K 0.85% 30
2022
Q1 		$749K Buy
41,976
+331
+0.8% +$6.12K 0.73% 31
2021
Q4 		$774K Hold
41,645
– – 0.67% 33
2021
Q3 		$850K Hold
41,645
– – 0.78% 30
2021
Q2 		$905K Buy
41,645
+2,648
+7% +$60.2K 0.83% 29
2021
Q1 		$892K Hold
38,997
– – 0.88% 29
2020
Q4 		$847K Buy
38,997
+1,774
+5% +$38.3K 0.89% 28
2020
Q3 		$802K Buy
37,223
+163
+0.4% +$3.64K 0.96% 28
2020
Q2 		$846K Hold
37,060
– – 1.09% 27
2020
Q1 		$816K Buy
37,060
+1,523
+4% +$41.6K 1.37% 25
2019
Q4 		$1.05M Hold
35,537
– – 1.43% 24
2019
Q3 		$1.02M Buy
35,537
+529
+2% +$14K 1.52% 24
2019
Q2 		$886K Hold
35,008
– – 1.32% 24
2019
Q1 		$829K Buy
35,008
+662
+2% +$15.2K 1.27% 26
2018
Q4 		$740K Buy
34,346
+265
+0.8% +$6.17K 1.3% 26
2018
Q3 		$864K Sell
34,081
-662
-2% -$16.2K 1.27% 27
2018
Q2 		$843K Buy
34,743
+331
+1% +$8.31K 1.31% 28
2018
Q1 		$927K Buy
34,412
+132
+0.4% +$3.67K 1.43% 29
2017
Q4 		$1.01M Sell
34,280
-397
-1% -$10.8K 1.52% 29
2017
Q3 		$1.03M Buy
34,677
+2,639
+8% +$74.9K 1.7% 29
2017
Q2 		$913K Sell
32,038
-530
-2% -$15.6K 1.64% 29
2017
Q1 		$1.02M Hold
32,568
– – 1.88% 28
2016
Q4 		$1.05M Buy
32,568
+2,450
+8% +$72.3K 2.06% 24
2016
Q3 		$924K Buy
30,118
+66
+0.2% +$2.09K 1.91% 25
2016
Q2 		$981K Buy
30,052
+102
+0.3% +$3.04K 2.09% 22
2016
Q1 		$886K Buy
29,950
+2,515
+9% +$69.7K 1.96% 24
2015
Q4 		$713K Hold
27,435
– – 1.56% 30
2015
Q3 		$675K Buy
27,435
+1,722
+7% +$43.9K 1.57% 31
2015
Q2 		$690K Buy
25,713
+1,952
+8% +$50.4K 1.49% 34
2015
Q1 		$586K Buy
23,761
+331
+1% +$8.41K 1.27% 37
2014
Q4 		$594K Buy
23,430
+1,093
+5% +$28.4K 1.36% 35
2014
Q3 		$595K Buy
22,337
+6,752
+43% +$180K 1.48% 30
2014
Q2 		$416K Buy
15,585
+397
+3% +$10.6K 1.06% 41
2014
Q1 		$402K Buy
15,188
+133
+0.9% +$3.34K 1.05% 40
2013
Q4 		$400K Buy
15,055
+463
+3% +$12.2K 1.05% 40
2013
Q3 		$373K Sell
14,592
-794
-5% -$20.8K 1.14% 40
2013
Q2 		$411K Buy
+15,386
New +$427K 0.44% 43

Other funds holding T

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

Mount Vernon Associates's T Position: Q2 2026 in Review

Mount Vernon Associates reduced its AT&T (T) stake by 13% in Q2 2026, selling an estimated $99.3K and leaving 27,655 shares worth $572K. The position accounts for 0.37% of the portfolio, ranked #41.

Mount Vernon Associates first reported a position in T in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.05M in Q4 2019. 1,192 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Mount Vernon Associates held 27,655 shares of AT&T worth $572K as of Q2 2026.
  • Mount Vernon Associates sold 4,000 AT&T shares in Q2 2026, an estimated $99.3K.
  • AT&T made up 0.37% of Mount Vernon Associates's portfolio in Q2 2026, its #41 holding.
  • Mount Vernon Associates first reported a position in AT&T in Q2 2013 and has held it in 53 quarters since.
  • Mount Vernon Associates's AT&T position peaked at $1.05M in Q4 2019.
  • 1,192 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Mount Vernon Associates's 13F filing for Q2 2026, filed 24 Jul 2026.