Advisor OS’s AT&T T Stock Holding History

Advisor OS’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	$2.56M	Buy	88,171 +12,778	+17%	+$341K	0.19%	85
2025 Q4	$1.87M	Sell	75,393 -7,557	-9%	-$191K	0.15%	103
2025 Q3	$2.34M	Buy	82,950 +6,848	+9%	+$194K	0.2%	71
2025 Q2	$2.2M	Buy	76,102 +1,863	+3%	+$51.3K	0.22%	65
2025 Q1	$2.1M	Buy	74,239 +38,444	+107%	+$967K	0.24%	63
2024 Q4	$815K	Buy	35,795 +2,674	+8%	+$60.2K	0.09%	146
2024 Q3	$729K	Buy	33,121 +1,458	+5%	+$29K	0.07%	204
2024 Q2	$605K	Buy	31,663 +1,460	+5%	+$25.4K	0.07%	222
2024 Q1	$532K	Buy	30,203 +3,160	+12%	+$54K	0.06%	228
2023 Q4	$454K	Buy	27,043 +1,689	+7%	+$26.7K	0.06%	220
2023 Q3	$381K	Buy	25,354 +9,820	+63%	+$144K	0.06%	208
2023 Q2	$248K	Buy	+15,534	New	+$265K	0.04%	260
2020 Q4	–	Sell	-11,241	Closed	-$242K	–	157
2020 Q3	$242K	Sell	11,241 -4,084	-27%	-$91.3K	0.1%	89
2020 Q2	$350K	Buy	+15,325	New	+$349K	0.21%	96

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