RM Financial Services’s AT&T T Stock Holding History

RM Financial Services’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	-8,484	Closed	-$246K	–	81
2026 Q1	$246K	Sell	8,484 -623	-7%	-$16.6K	0.21%	65
2025 Q4	$226K	Buy	+9,107	New	+$231K	0.2%	69

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

RM Financial Services's T Position: Q2 2026 in Review

RM Financial Services sold out of AT&T (T) in Q2 2026, closing a stake of 8,484 shares — an estimated $246K sold.

RM Financial Services first reported a position in T in Q4 2025 and held it in 2 quarters. The position peaked at $246K in Q1 2026. 2,678 funds tracked by Wall St. Rank hold T as of Q2 2026.

RM Financial Services reported no remaining AT&T position as of Q2 2026 after selling out during the quarter.
RM Financial Services sold 8,484 AT&T shares in Q2 2026, an estimated $246K.
RM Financial Services first reported a position in AT&T in Q4 2025 and held it in 2 quarters.
RM Financial Services's AT&T position peaked at $246K in Q1 2026.
2,678 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on RM Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.