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Accredited Wealth Management’s AT&T T Stock Holding History

Accredited 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
2025
Q3 		$44.3K Sell
87
-1,481
-94% -$42.1K 0.03% 149
2025
Q2 		$45.4K Sell
1,568
-100
-6% -$2.76K 0.04% 143
2025
Q1 		$47.2K Sell
1,668
-162
-9% -$4.07K 0.04% 127
2024
Q4 		$41.7K Buy
+1,830
New +$41.2K 0.04% 147

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Accredited Wealth Management's T Position: Q3 2025 in Review

Accredited Wealth Management reduced its AT&T (T) stake by 94% in Q3 2025, selling an estimated $42.1K and leaving 87 shares worth $44.3K. The position accounts for 0.03% of the portfolio, ranked #149.

Accredited Wealth Management first reported a position in T in Q4 2024 and has held it in 4 quarters since. The position peaked at $47.2K in Q1 2025. 2,863 funds tracked by Wall St. Rank hold T as of Q3 2025.

  • Accredited Wealth Management held 87 shares of AT&T worth $44.3K as of Q3 2025.
  • Accredited Wealth Management sold 1,481 AT&T shares in Q3 2025, an estimated $42.1K.
  • AT&T made up 0.03% of Accredited Wealth Management's portfolio in Q3 2025, its #149 holding.
  • Accredited Wealth Management first reported a position in AT&T in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's AT&T position peaked at $47.2K in Q1 2025.
  • 2,863 funds tracked by Wall St. Rank held AT&T as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.