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Richards, Merrill & Peterson’s AT&T T Stock Holding History

Richards, Merrill & Peterson’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 		$111K Hold
5,350
– – 0.04% 216
2026
Q1 		$155K Hold
5,350
– – 0.06% 195
2025
Q4 		$133K Buy
+5,350
New +$135K 0.05% 184
2025
Q2 		– Sell
-3,000
Closed -$84.8K – 446
2025
Q1 		$84.8K Hold
3,000
– – 0.04% 200
2024
Q4 		$68.3K Buy
+3,000
New +$67.5K 0.04% 214

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

Richards, Merrill & Peterson's T Position: Q2 2026 in Review

Richards, Merrill & Peterson held its AT&T (T) position steady in Q2 2026 at 5,350 shares worth $111K. The position accounts for 0.04% of the portfolio, ranked #216.

Richards, Merrill & Peterson first reported a position in T in Q4 2024 and has held it in 5 quarters since. The position peaked at $155K in Q1 2026. 1,192 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Richards, Merrill & Peterson held 5,350 shares of AT&T worth $111K as of Q2 2026.
  • Richards, Merrill & Peterson left its AT&T share count unchanged in Q2 2026.
  • AT&T made up 0.04% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #216 holding.
  • Richards, Merrill & Peterson first reported a position in AT&T in Q4 2024 and has held it in 5 quarters since.
  • Richards, Merrill & Peterson's AT&T position peaked at $155K in Q1 2026.
  • 1,192 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.