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

Ownership history in Taylor & Morgan Wealth Management, LLC  ·  18 quarters on record

AI Ownership Summary

Taylor & Morgan Wealth Management, LLC reported AT&T INC (T) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.85% in 2025 Q1. The latest visible filing shows T at 0.64% 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 Q1

T was reported at 0.64% 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
2023 Q4 to 2026 Q1

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 Q1 ADDED — — — 38,883 +297 +0.8% 0.64% $1.1M 2026-04-09 $26.56
2025 Q4 ADDED — — — 38,586 +318 +0.8% 0.54% $958K 2026-01-16 $23.25
2025 Q3 ADDED — — — 38,268 +276 +0.7% 0.66% $1.1M 2025-10-15 $25.50
2025 Q2 REDUCED — — — 37,992 -1,698 -4.3% 0.74% $1.1M 2025-07-07 $27.22
2025 Q1 REDUCED — — — 39,690 -1,418 -3.4% 0.85% $1.1M 2025-04-08 $25.02
2024 Q4 REDUCED — — — 41,108 -71 -0.2% 0.66% $936K 2025-01-15 $20.77
2024 Q3 ADDED — — — 41,179 +403 +1.0% 0.61% $906K 2024-10-24 $20.78
2024 Q2 ADDED — — — 40,776 +455 +1.1% 0.55% $779K 2024-07-16 $17.42
2024 Q1 ADDED — — — 40,321 +133 +0.3% 0.52% $710K 2024-04-15 $14.79
2023 Q4 REDUCED — — — 40,188 -1,130 -2.7% 0.54% $674K 2024-01-10 $15.12
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding T

As of 2026 Q1 — sorted by position size

MEDIATEL PARTNERS 3Y 7Y 81.36% Trium Capital LLP 3Y 25.34% Drexel Morgan & Co. 3Y 7Y 18.38% BOOTHBAY FUND MANAGEMENT, LLC 3Y 7Y 17.81% Newport Trust Company, LLC 3Y 7Y 12.77% IVY LANE CAPITAL MANAGEMENT, LLC 3Y 12.27% THORNBURG INVESTMENT MANAGEMENT INC 3Y 7Y 9.34% Hall Kathryn A. 3Y 7Y 8.24% Varenne Capital Partners 3Y 5.87% DigitalBridge Group, Inc. 3Y 5.45%

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 2023 Q4 through 2026 Q1.

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 Q1, when Taylor & Morgan Wealth Management, LLC reported 38,883 shares, equal to 0.64% of portfolio, with an estimated market value of $1.1M.

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 9 out of 17 reported position changes (53%). The annualised alpha on T relative to SPY over the holding period was +0.4%.

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