XF
T icon

XML Financial’s AT&T T Stock Holding History

XML Financial’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 		$3.8M Sell
183,503
-14,416
-7% -$358K 0.28% 84
2026
Q1 		$5.74M Sell
197,919
-3,261
-2% -$87.1K 0.46% 59
2025
Q4 		$5M Sell
201,180
-20,595
-9% -$521K 0.41% 66
2025
Q3 		$6.26M Buy
221,775
+2,442
+1% +$69.3K 0.51% 54
2025
Q2 		$6.35M Sell
219,333
-2,289
-1% -$63.1K 0.55% 51
2025
Q1 		$6.27M Sell
221,622
-1,458
-0.7% -$36.7K 0.58% 50
2024
Q4 		$5.08M Sell
223,080
-522
-0.2% -$11.7K 0.47% 60
2024
Q3 		$4.92M Buy
223,602
+16,293
+8% +$324K 0.46% 66
2024
Q2 		$3.96M Buy
207,309
+35,926
+21% +$625K 0.4% 72
2024
Q1 		$3.02M Sell
171,383
-10,744
-6% -$183K 0.31% 84
2023
Q4 		$3.06M Buy
182,127
+5,935
+3% +$93.7K 0.32% 86
2023
Q3 		$2.65M Sell
176,192
-16,604
-9% -$243K 0.32% 82
2023
Q2 		$3.08M Sell
192,796
-4,576
-2% -$77.9K 0.36% 77
2023
Q1 		$3.8M Buy
197,372
+5,816
+3% +$111K 0.46% 66
2022
Q4 		$3.53M Buy
191,556
+49,700
+35% +$890K 0.44% 71
2022
Q3 		$2.18M Buy
141,856
+97,517
+220% +$1.77M 0.3% 91
2022
Q2 		$929K Sell
44,339
-103,823
-70% -$2.07M 0.21% 87
2022
Q1 		$2.64M Sell
148,162
-7,830
-5% -$145K 0.31% 90
2021
Q4 		$2.9M Sell
155,992
-35,914
-19% -$671K 0.35% 85
2021
Q3 		$3.92M Buy
191,906
+118,031
+160% +$2.48M 0.52% 58
2021
Q2 		$1.61M Sell
73,875
-1,874
-2% -$42.6K 0.35% 61
2021
Q1 		$1.73M Buy
75,749
+2,819
+4% +$62.3K 0.42% 56
2020
Q4 		$1.58M Buy
72,930
+2,300
+3% +$49.6K 0.41% 57
2020
Q3 		$1.52M Buy
70,630
+3,351
+5% +$74.9K 0.47% 54
2020
Q2 		$1.54M Sell
67,279
-2,095
-3% -$47.7K 0.53% 43
2020
Q1 		$1.53M Buy
69,374
+14,541
+27% +$397K 0.66% 42
2019
Q4 		$1.62M Buy
+54,833
New +$1.58M 0.59% 43

Other funds holding T

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

XML Financial's T Position: Q2 2026 in Review

XML Financial reduced its AT&T (T) stake by 7.3% in Q2 2026, selling an estimated $358K and leaving 183,503 shares worth $3.8M. The position accounts for 0.28% of the portfolio, ranked #84.

XML Financial first reported a position in T in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.35M in Q2 2025. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • XML Financial held 183,503 shares of AT&T worth $3.8M as of Q2 2026.
  • XML Financial sold 14,416 AT&T shares in Q2 2026, an estimated $358K.
  • AT&T made up 0.28% of XML Financial's portfolio in Q2 2026, its #84 holding.
  • XML Financial first reported a position in AT&T in Q4 2019 and has held it in 27 quarters since.
  • XML Financial's AT&T position peaked at $6.35M in Q2 2025.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.