P.J. Schmidt Investment Management (PJS)’s AT&T T Stock Holding History

P.J. Schmidt Investment Management (PJS)’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	–	Sell	-8,965	Closed	-$260K	–	225
2026 Q1	$260K	Buy	+8,965	New	+$239K	0.04%	187
2025 Q4	–	Sell	-8,093	Closed	-$229K	–	203
2025 Q3	$229K	Buy	+8,093	New	+$230K	0.04%	188
2024 Q1	–	Sell	-10,978	Closed	-$190K	–	183
2023 Q4	$190K	Sell	10,978 -5,138	-32%	-$81.1K	0.04%	167
2023 Q3	$246K	Sell	16,116 -549	-3%	-$8.05K	0.05%	154
2023 Q2	$247K	Sell	16,665 -2,200	-12%	-$37.5K	0.05%	153
2023 Q1	$332K	Buy	18,865 +725	+4%	+$13.9K	0.07%	139
2022 Q4	$334K	Sell	18,140 -2,200	-11%	-$39.4K	0.08%	128
2022 Q3	$348K	Buy	20,340 +275	+1%	+$5K	0.08%	121
2022 Q2	$362K	Sell	20,065 -9,225	-31%	-$184K	0.08%	128
2022 Q1	$417K	Buy	29,290 +363	+1%	+$6.72K	0.09%	122
2021 Q4	$557K	Sell	28,927 -18,950	-40%	-$354K	0.11%	115
2021 Q3	$917K	Sell	47,877 -5,415	-10%	-$114K	0.18%	89
2021 Q2	$1.13M	Sell	53,292 -241	-0.5%	-$5.48K	0.23%	73
2021 Q1	$1.27M	Buy	53,533 +2,975	+6%	+$65.8K	0.26%	71
2020 Q4	$1.09M	Sell	50,558 -7,785	-13%	-$168K	0.25%	73
2020 Q3	$1.19M	Buy	58,343 +22,594	+63%	+$505K	0.29%	65
2020 Q2	$816K	Buy	35,749 +6,461	+22%	+$147K	0.24%	65
2020 Q1	$645K	Buy	29,288 +2,266	+8%	+$61.9K	0.22%	73
2019 Q4	$798K	Buy	27,022 +596	+2%	+$17.2K	0.21%	78
2019 Q3	$755K	Sell	26,426 -2,184	-8%	-$57.9K	0.21%	80
2019 Q2	$724K	Sell	28,610 -2,079	-7%	-$49.9K	0.21%	79
2019 Q1	$727K	Sell	30,689 -3,103	-9%	-$71.4K	0.21%	82
2018 Q4	$728K	Sell	33,792 -34,757	-51%	-$809K	0.24%	72
2018 Q3	$1.74M	Sell	68,549 -10,757	-14%	-$263K	0.49%	59
2018 Q2	$1.92M	Sell	79,306 -3,754	-5%	-$94.2K	0.56%	57
2018 Q1	$2.24M	Sell	83,060 -1,986	-2%	-$55.3K	0.65%	51
2017 Q4	$2.5M	Sell	85,046 -8,185	-9%	-$224K	0.71%	49
2017 Q3	$2.76M	Sell	93,231 -7,811	-8%	-$222K	0.83%	47
2017 Q2	$2.88M	Sell	101,042 -4,673	-4%	-$138K	0.88%	39
2017 Q1	$3.32M	Sell	105,715 -41,408	-28%	-$1.3M	1.18%	36
2016 Q4	$4.73M	Sell	147,123 -7,525	-5%	-$222K	1.75%	20
2016 Q3	$4.74M	Sell	154,648 -2,266	-1%	-$71.6K	1.76%	18
2016 Q2	$5.12M	Sell	156,914 -1,295	-0.8%	-$38.5K	1.9%	15
2016 Q1	$4.68M	Sell	158,209 -3,622	-2%	-$100K	1.84%	16
2015 Q4	$4.21M	Sell	161,831 -4,267	-3%	-$108K	1.68%	20
2015 Q3	$4.09M	Sell	166,098 -18,799	-10%	-$479K	1.78%	17
2015 Q2	$4.96M	Sell	184,897 -8,285	-4%	-$214K	1.94%	16
2015 Q1	$4.76M	Sell	193,182 -12,771	-6%	-$325K	1.86%	16
2014 Q4	$5.22M	Sell	205,953 -5,804	-3%	-$151K	2.07%	13
2014 Q3	$5.64M	Sell	211,757 -14,245	-6%	-$379K	2.3%	9
2014 Q2	$6.04M	Sell	226,002 -13,576	-6%	-$364K	2.36%	9
2014 Q1	$6.35M	Sell	239,578 -3,768	-2%	-$94.6K	2.51%	6
2013 Q4	$6.46M	Sell	243,346 -3,571	-1%	-$94K	2.73%	6
2013 Q3	$6.31M	Sell	246,917 -2,795	-1%	-$73.4K	2.89%	4
2013 Q2	$6.68M	Buy	+249,712	New	+$6.94M	3.21%	4

Other funds holding T

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

P.J. Schmidt Investment Management (PJS)'s T Position: Q2 2026 in Review

P.J. Schmidt Investment Management (PJS) sold out of AT&T (T) in Q2 2026, closing a stake of 8,965 shares — an estimated $260K sold.

P.J. Schmidt Investment Management (PJS) first reported a position in T in Q2 2013 and held it in 45 quarters. The position peaked at $6.68M in Q2 2013. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

P.J. Schmidt Investment Management (PJS) reported no remaining AT&T position as of Q2 2026 after selling out during the quarter.
P.J. Schmidt Investment Management (PJS) sold 8,965 AT&T shares in Q2 2026, an estimated $260K.
P.J. Schmidt Investment Management (PJS) first reported a position in AT&T in Q2 2013 and held it in 45 quarters.
P.J. Schmidt Investment Management (PJS)'s AT&T position peaked at $6.68M in Q2 2013.
2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2026, filed 29 Jul 2026.