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Apexium Financial’s AT&T T Stock Holding History

Apexium 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
2025
Q3 		$2.33M Buy
82,662
+7,506
+10% +$213K 0.11% 86
2025
Q2 		$2.18M Sell
75,156
-1,651
-2% -$45.5K 0.12% 85
2025
Q1 		$2.17M Buy
76,807
+8,609
+13% +$216K 0.13% 79
2024
Q4 		$1.55M Buy
68,198
+2,630
+4% +$59.2K 0.09% 84
2024
Q3 		$1.44M Buy
65,568
+3,997
+6% +$79.5K 0.1% 75
2024
Q2 		$1.18M Buy
61,571
+3,237
+6% +$56.3K 0.08% 84
2024
Q1 		$1.03M Sell
58,334
-636
-1% -$10.9K 0.08% 93
2023
Q4 		$990K Buy
58,970
+4,270
+8% +$67.4K 0.07% 115
2023
Q3 		$822K Sell
54,700
-2,616
-5% -$38.3K 0.08% 95
2023
Q2 		$914K Sell
57,316
-10,007
-15% -$170K 0.08% 91
2023
Q1 		$1.3M Sell
67,323
-1,954
-3% -$37.3K 0.13% 73
2022
Q4 		$1.28M Buy
69,277
+929
+1% +$16.6K 0.13% 72
2022
Q3 		$1.05M Buy
68,348
+18,054
+36% +$328K 0.13% 71
2022
Q2 		$1.05M Sell
50,294
-18,763
-27% -$374K 0.61% 31
2022
Q1 		$1.28M Hold
69,057
– – 0.67% 29
2021
Q4 		$1.28M Buy
69,057
+183
+0.3% +$3.42K 0.66% 29
2021
Q3 		$1.41M Buy
68,874
+12,065
+21% +$253K 0.81% 27
2021
Q2 		$1.24M Buy
56,809
+464
+0.8% +$10.6K 0.77% 26
2021
Q1 		$1.29M Sell
56,345
-427
-0.8% -$9.44K 0.95% 25
2020
Q4 		$1.23M Sell
56,772
-406
-0.7% -$8.76K 0.98% 25
2020
Q3 		$1.23M Buy
57,178
+253
+0.4% +$5.65K 1% 23
2020
Q2 		$1.3M Buy
56,925
+2,211
+4% +$50.4K 1.18% 22
2020
Q1 		$1.21M Sell
54,714
-706
-1% -$19.3K 1.6% 18
2019
Q4 		$1.64M Buy
+55,420
New +$1.6M 2.11% 15

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

Apexium Financial's T Position: Q3 2025 in Review

Apexium Financial increased its AT&T (T) stake by 10% in Q3 2025, buying an estimated $213K and bringing the position to 82,662 shares worth $2.33M. The position accounts for 0.11% of the portfolio, ranked #86.

Apexium Financial first reported a position in T in Q4 2019 and has held it in 24 quarters since. 2,861 funds tracked by Wall St. Rank hold T as of Q3 2025.

  • Apexium Financial held 82,662 shares of AT&T worth $2.33M as of Q3 2025.
  • Apexium Financial bought 7,506 AT&T shares in Q3 2025, an estimated $213K.
  • AT&T made up 0.11% of Apexium Financial's portfolio in Q3 2025, its #86 holding.
  • Apexium Financial first reported a position in AT&T in Q4 2019 and has held it in 24 quarters since.
  • 2,861 funds tracked by Wall St. Rank held AT&T as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.