Annis Gardner Whiting Capital Advisors’s AT&T T Stock Holding History

Annis Gardner Whiting Capital Advisors’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	$356K	Buy	12,281 +4,727	+63%	+$126K	0.06%	231
2025 Q4	$188K	Buy	7,554 +578	+8%	+$14.6K	0.04%	295
2025 Q3	$197K	Buy	6,976 +1,726	+33%	+$49K	0.04%	270
2025 Q2	$152K	Buy	5,250 +1,408	+37%	+$38.8K	0.05%	244
2025 Q1	$109K	Buy	3,842 +99	+3%	+$2.49K	0.05%	262
2024 Q4	$85.2K	Buy	3,743 +306	+9%	+$6.89K	0.02%	291
2024 Q3	$75.6K	Sell	3,437 -244	-7%	-$4.86K	0.02%	323
2024 Q2	$70.3K	Sell	3,681 -543	-13%	-$9.44K	0.02%	355
2024 Q1	$74.3K	Buy	4,224 +3,963	+1,518%	+$67.7K	0.03%	331
2023 Q4	$4.37K	Buy	261 +1	+0.4%	+$16	﹤0.01%	560
2023 Q3	$3.91K	Buy	+260	New	+$3.81K	﹤0.01%	553

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