626 Financial’s AT&T T Stock Holding History

626 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 Q1	$444K	Sell	15,318 -1,269	-8%	-$33.9K	0.2%	73
2025 Q4	$412K	Sell	16,587 -7,760	-32%	-$196K	0.18%	74
2025 Q3	$688K	Sell	24,347 -6,499	-21%	-$185K	0.3%	51
2025 Q2	$893K	Sell	30,846 -500	-2%	-$13.8K	0.42%	40
2025 Q1	$886K	Sell	31,346 -1,964	-6%	-$49.4K	0.46%	40
2024 Q4	$758K	Buy	33,310 +614	+2%	+$13.8K	0.41%	46
2024 Q3	$719K	Sell	32,696 -148	-0.5%	-$2.94K	0.4%	47
2024 Q2	$628K	Sell	32,844 -449	-1%	-$7.81K	0.36%	50
2024 Q1	$586K	Buy	33,293 +3,280	+11%	+$56K	0.35%	50
2023 Q4	$504K	Buy	30,013 +5,679	+23%	+$89.7K	0.33%	56
2023 Q3	$365K	Buy	24,334 +6,837	+39%	+$100K	0.25%	70
2023 Q2	$279K	Buy	17,497 +2,161	+14%	+$36.8K	0.18%	86
2023 Q1	$295K	Sell	15,336 -908	-6%	-$17.4K	0.2%	83
2022 Q4	$299K	Buy	+16,244	New	+$291K	0.21%	79
2022 Q2	–	Sell	-11,339	Closed	-$202K	–	114
2022 Q1	$202K	Sell	11,339 -512	-4%	-$9.47K	0.13%	101
2021 Q4	$220K	Buy	+11,851	New	+$222K	0.13%	102
2021 Q1	$202K	Buy	+11,339	New	+$251K	0.13%	101

Other funds holding T

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return