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

Oxford 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	$213K	Sell	7,337 -1,552	-17%	-$41.5K	0.01%	240
2025 Q4	$221K	Buy	8,889 +153	+2%	+$3.87K	0.01%	221
2025 Q3	$247K	Buy	8,736 +1,414	+19%	+$40.2K	0.01%	203
2025 Q2	$212K	Sell	7,322 -1,002	-12%	-$27.6K	0.01%	204
2025 Q1	$235K	Buy	+8,324	New	+$209K	0.02%	196
2024 Q3	–	Sell	-10,003	Closed	-$191K	–	326
2024 Q2	$191K	Buy	+10,003	New	+$174K	0.01%	257
2021 Q4	–	Sell	-10,164	Closed	-$207K	–	282
2021 Q3	$207K	Buy	10,164 +21	+0.2%	+$441	0.03%	176
2021 Q2	$220K	Buy	+10,143	New	+$231K	0.03%	169

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

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

Oxford Financial Group reduced its AT&T (T) stake by 17% in Q1 2026, selling an estimated $41.5K and leaving 7,337 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #240.

Oxford Financial Group first reported a position in T in Q2 2021 and has held it in 8 quarters since. The position peaked at $247K in Q3 2025. 2,965 funds tracked by Wall St. Rank hold T as of Q1 2026.

Oxford Financial Group held 7,337 shares of AT&T worth $213K as of Q1 2026.
Oxford Financial Group sold 1,552 AT&T shares in Q1 2026, an estimated $41.5K.
AT&T made up 0.01% of Oxford Financial Group's portfolio in Q1 2026, its #240 holding.
Oxford Financial Group first reported a position in AT&T in Q2 2021 and has held it in 8 quarters since.
Oxford Financial Group's AT&T position peaked at $247K in Q3 2025.
2,965 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.