National Wealth Management Group’s AT&T T Stock Holding History

National Wealth Management 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 Q2	$322K	Sell	15,554 -377	-2%	-$9.36K	0.1%	161
2026 Q1	$462K	Buy	15,931 +2	+0%	+$53	0.17%	122
2025 Q4	$396K	Buy	15,929 +517	+3%	+$13.1K	0.14%	149
2025 Q3	$435K	Buy	15,412 +7,234	+88%	+$205K	0.16%	142
2025 Q2	$237K	Buy	8,178 +3	+0%	+$83	0.13%	140
2025 Q1	$231K	Buy	+8,175	New	+$206K	0.15%	132
2022 Q1	–	Sell	-11,524	Closed	-$214K	–	129
2021 Q4	$214K	Buy	+11,524	New	+$215K	0.2%	115

Other funds holding T

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

National Wealth Management Group's T Position: Q2 2026 in Review

National Wealth Management Group reduced its AT&T (T) stake by 2.4% in Q2 2026, selling an estimated $9.36K and leaving 15,554 shares worth $322K. The position accounts for 0.1% of the portfolio, ranked #161.

National Wealth Management Group first reported a position in T in Q4 2021 and has held it in 7 quarters since. The position peaked at $462K in Q1 2026. 761 funds tracked by Wall St. Rank hold T as of Q2 2026.

National Wealth Management Group held 15,554 shares of AT&T worth $322K as of Q2 2026.
National Wealth Management Group sold 377 AT&T shares in Q2 2026, an estimated $9.36K.
AT&T made up 0.1% of National Wealth Management Group's portfolio in Q2 2026, its #161 holding.
National Wealth Management Group first reported a position in AT&T in Q4 2021 and has held it in 7 quarters since.
National Wealth Management Group's AT&T position peaked at $462K in Q1 2026.
761 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.