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Mowery & Schoenfeld Wealth Management’s AT&T T Stock Holding History

Mowery & Schoenfeld 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 		$39.5K Buy
1,906
+836
+78% +$20.7K 0.05% 154
2026
Q1 		$31K Sell
1,070
-841
-44% -$22.5K 0.05% 154
2025
Q4 		$47.5K Buy
1,911
+841
+79% +$21.3K 0.07% 143
2025
Q3 		$30.2K Sell
1,070
-153
-13% -$4.34K 0.05% 150
2025
Q2 		$35.4K Hold
1,223
– – 0.05% 138
2025
Q1 		$34.6K Buy
1,223
+14
+1% +$352 0.07% 158
2024
Q4 		$27.5K Buy
+1,209
New +$27.2K 0.05% 154

Other funds holding T

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Mowery & Schoenfeld Wealth Management's T Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management increased its AT&T (T) stake by 78% in Q2 2026, buying an estimated $20.7K and bringing the position to 1,906 shares worth $39.5K. The position accounts for 0.05% of the portfolio, ranked #154.

Mowery & Schoenfeld Wealth Management first reported a position in T in Q4 2024 and has held it in 7 quarters since. The position peaked at $47.5K in Q4 2025. 1,855 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 1,906 shares of AT&T worth $39.5K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management bought 836 AT&T shares in Q2 2026, an estimated $20.7K.
  • AT&T made up 0.05% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #154 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in AT&T in Q4 2024 and has held it in 7 quarters since.
  • Mowery & Schoenfeld Wealth Management's AT&T position peaked at $47.5K in Q4 2025.
  • 1,855 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.