Taylor & Morgan Wealth Management, LLC T — AT&T INC

Ownership history in Taylor & Morgan Wealth Management, LLC  ·  20 quarters on record

AI Ownership Summary

Taylor & Morgan Wealth Management, LLC reported AT&T INC (T) in 20 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.85% in 2025 Q1. The latest visible filing shows T at 0.46% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this T ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Taylor & Morgan Wealth Management, LLC's position in AT&T INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

T was reported at 0.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.85% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

T stock page Taylor & Morgan Wealth Management, LLC fund profile Taylor & Morgan Wealth Management, LLC full holdings
How Taylor & Morgan Wealth Management, LLC held T — position size vs. price
% of Fund (quarterly)    T price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 39,519 +334 +0.9% 0.46% $964K 2026-10-09 $22.18
2026 Q2 ADDED — — — 39,185 +302 +0.8% 0.40% $811K 2026-07-10 $20.89
2026 Q1 ADDED — — — 38,883 +297 +0.8% 0.64% $1.1M 2026-04-09 $25.92
2025 Q4 ADDED — — — 38,586 +318 +0.8% 0.54% $958K 2026-01-16 $22.68
2025 Q3 ADDED — — — 38,268 +276 +0.7% 0.66% $1.1M 2025-10-15 $24.88
2025 Q2 REDUCED — — — 37,992 -1,698 -4.3% 0.74% $1.1M 2025-07-07 $26.56
2025 Q1 REDUCED — — — 39,690 -1,418 -3.4% 0.85% $1.1M 2025-04-08 $24.41
2024 Q4 REDUCED — — — 41,108 -71 -0.2% 0.66% $936K 2025-01-15 $20.27
2024 Q3 ADDED — — — 41,179 +403 +1.0% 0.61% $906K 2024-10-24 $20.28
2024 Q2 ADDED — — — 40,776 +455 +1.1% 0.55% $779K 2024-07-16 $17.00
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding T

As of 2026 Q3 — sorted by position size

Trium Capital LLP 3Y 40.47% Windle Wealth, LLC 3Y 3.47% Gimbal Financial 3.01% Arnhold LLC 3Y 7Y 2.98% Griffith & Werner, Inc. 2.93% SKBA CAPITAL MANAGEMENT LLC 3Y 7Y 2.86% EQUITY INVESTMENT CORP 3Y 7Y 2.8% PROFESSIONAL ADVISORY SERVICES INC 3Y 7Y 2.78% Quintet Private Bank (Europe) S.A. 3Y 2.63% CapWealth Advisors, LLC 3Y 7Y 2.15%

FAQ About Taylor & Morgan Wealth Management, LLC and T

These are the practical questions this page is built to answer before you even open the full history table.

How long has Taylor & Morgan Wealth Management, LLC reported owning T?

Taylor & Morgan Wealth Management, LLC reported T across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported T position in Taylor & Morgan Wealth Management, LLC's portfolio?

The largest reported portfolio weight for T was 0.85% in 2025 Q1.

What is the latest reported T position on this page?

The most recent filing on this page is 2026 Q3, when Taylor & Morgan Wealth Management, LLC reported 39,519 shares, equal to 0.46% of portfolio, with an estimated market value of $964K.

What does the chart on this T ownership page compare?

The chart compares Taylor & Morgan Wealth Management, LLC's quarterly T portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Taylor & Morgan Wealth Management, LLC time their T position?

Based on 13F filing dates vs. subsequent T price moves, Taylor & Morgan Wealth Management, LLC correctly timed 10 out of 19 reported position changes (53%). The annualised alpha on T relative to SPY over the holding period was +96.9%.

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