TMWM
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Taylor & Morgan Wealth Management’s AT&T T Stock Holding History

Taylor & Morgan Wealth Management’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 		$811K Buy
39,185
+302
+0.8% +$7.5K 0.4% 35
2026
Q1 		$1.13M Buy
38,883
+297
+0.8% +$7.93K 0.64% 26
2025
Q4 		$958K Buy
38,586
+318
+0.8% +$8.05K 0.54% 29
2025
Q3 		$1.08M Buy
38,268
+276
+0.7% +$7.84K 0.66% 25
2025
Q2 		$1.1M Sell
37,992
-1,698
-4% -$46.8K 0.74% 24
2025
Q1 		$1.12M Sell
39,690
-1,418
-3% -$35.7K 0.85% 22
2024
Q4 		$936K Sell
41,108
-71
-0.2% -$1.6K 0.66% 23
2024
Q3 		$906K Buy
41,179
+403
+1% +$8.02K 0.61% 23
2024
Q2 		$779K Buy
40,776
+455
+1% +$7.91K 0.55% 25
2024
Q1 		$710K Buy
40,321
+133
+0.3% +$2.27K 0.52% 27
2023
Q4 		$674K Sell
40,188
-1,130
-3% -$17.8K 0.54% 29
2023
Q3 		$621K Sell
41,318
-7,225
-15% -$106K 0.56% 28
2023
Q2 		$774K Sell
48,543
-1,144
-2% -$19.5K 0.64% 26
2023
Q1 		$956K Sell
49,687
-7,709
-13% -$147K 0.83% 26
2022
Q4 		$1.06M Buy
57,396
+15,092
+36% +$270K 1% 22
2022
Q3 		$649K Sell
42,304
-3,272
-7% -$59.5K 0.65% 32
2022
Q2 		$955K Sell
45,576
-16,610
-27% -$331K 0.91% 24
2022
Q1 		$1.11M Sell
62,186
-14,715
-19% -$272K 0.91% 25
2021
Q4 		$1.43M Buy
+76,901
New +$1.44M 1.16% 21

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

Taylor & Morgan Wealth Management's T Position: Q2 2026 in Review

Taylor & Morgan Wealth Management increased its AT&T (T) stake by 0.78% in Q2 2026, buying an estimated $7.5K and bringing the position to 39,185 shares worth $811K. The position accounts for 0.4% of the portfolio, ranked #35.

Taylor & Morgan Wealth Management first reported a position in T in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.43M in Q4 2021. 1,204 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Taylor & Morgan Wealth Management held 39,185 shares of AT&T worth $811K as of Q2 2026.
  • Taylor & Morgan Wealth Management bought 302 AT&T shares in Q2 2026, an estimated $7.5K.
  • AT&T made up 0.4% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Taylor & Morgan Wealth Management first reported a position in AT&T in Q4 2021 and has held it in 19 quarters since.
  • Taylor & Morgan Wealth Management's AT&T position peaked at $1.43M in Q4 2021.
  • 1,204 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.