RMR Wealth Builders
T icon

RMR Wealth Builders’s AT&T T Stock Holding History

RMR Wealth Builders’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
Q3 		$336K Sell
13,767
-135
-1% -$3.26K 0.02% 233
2026
Q2 		$288K Buy
13,902
+2,752
+25% +$68.3K 0.02% 260
2026
Q1 		$323K Sell
11,150
-4,327
-28% -$116K 0.03% 221
2025
Q4 		$384K Buy
15,477
+584
+4% +$14.8K 0.03% 203
2025
Q3 		$421K Buy
14,893
+1,112
+8% +$31.6K 0.04% 189
2025
Q2 		$399K Buy
13,781
+1,140
+9% +$31.4K 0.04% 188
2025
Q1 		$357K Sell
12,641
-720
-5% -$18.1K 0.04% 181
2024
Q4 		$304K Buy
13,361
+380
+3% +$8.55K 0.03% 209
2024
Q3 		$286K Sell
12,981
-1,039
-7% -$20.7K 0.03% 213
2024
Q2 		$268K Buy
14,020
+2,867
+26% +$49.9K 0.03% 213
2024
Q1 		$196K Buy
+11,153
New +$190K 0.02% 253
2023
Q4 		– Sell
-18,018
Closed -$271K – 245
2023
Q3 		$271K Sell
18,018
-927
-5% -$13.6K 0.04% 194
2023
Q2 		$302K Buy
18,945
+1,760
+10% +$30K 0.05% 166
2023
Q1 		$331K Sell
17,185
-2,080
-11% -$39.8K 0.06% 156
2022
Q4 		$355K Sell
19,265
-340
-2% -$6.09K 0.08% 127
2022
Q3 		$301K Sell
19,605
-1,263
-6% -$23K 0.07% 135
2022
Q2 		$437K Sell
20,868
-3,643
-15% -$72.6K 0.11% 117
2022
Q1 		$437K Buy
24,511
+513
+2% +$9.49K 0.09% 128
2021
Q4 		$446K Sell
23,998
-5,507
-19% -$103K 0.13% 72
2021
Q3 		$602K Sell
29,505
-1,959
-6% -$41.2K 0.18% 89
2021
Q2 		$684K Sell
31,464
-18,076
-36% -$411K 0.22% 74
2021
Q1 		$1.13M Buy
49,540
+30,906
+166% +$683K 0.29% 51
2020
Q4 		$405K Sell
18,634
-84,589
-82% -$1.82M 0.2% 87
2020
Q3 		$2.22M Buy
103,223
+95,241
+1,193% +$2.13M 0.58% 31
2020
Q2 		$182K Buy
+7,982
New +$182K 0.16% 119
2019
Q4 		$257K Buy
+8,711
New +$252K 0.25% 90

Other funds holding T

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

RMR Wealth Builders's T Position: Q3 2026 in Review

RMR Wealth Builders reduced its AT&T (T) stake by 0.97% in Q3 2026, selling an estimated $3.26K and leaving 13,767 shares worth $336K. The position accounts for 0.02% of the portfolio, ranked #233.

RMR Wealth Builders first reported a position in T in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.22M in Q3 2020. 1,694 funds tracked by Wall St. Rank hold T as of Q3 2026.

  • RMR Wealth Builders held 13,767 shares of AT&T worth $336K as of Q3 2026.
  • RMR Wealth Builders sold 135 AT&T shares in Q3 2026, an estimated $3.26K.
  • AT&T made up 0.02% of RMR Wealth Builders's portfolio in Q3 2026, its #233 holding.
  • RMR Wealth Builders first reported a position in AT&T in Q4 2019 and has held it in 26 quarters since.
  • RMR Wealth Builders's AT&T position peaked at $2.22M in Q3 2020.
  • 1,694 funds tracked by Wall St. Rank held AT&T as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.