Atlantic Private Wealth’s AT&T T Stock Holding History

Atlantic Private Wealth’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 Q4	–	Sell	-138	Closed	-$3.91K	–	408
2025 Q3	$3.91K	Hold	138	–	–	﹤0.01%	204
2025 Q2	$4K	Buy	+138	New	+$3.8K	﹤0.01%	196
2025 Q1	–	Sell	-715	Closed	-$16.3K	–	226
2024 Q4	$16.3K	Buy	+715	New	+$16.1K	0.01%	151

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Atlantic Private Wealth's T Position: Q4 2025 in Review

Atlantic Private Wealth sold out of AT&T (T) in Q4 2025, closing a stake of 138 shares — an estimated $3.91K sold.

Atlantic Private Wealth first reported a position in T in Q4 2024 and held it in 3 quarters. The position peaked at $16.3K in Q4 2024. 2,850 funds tracked by Wall St. Rank hold T as of Q4 2025.

Atlantic Private Wealth reported no remaining AT&T position as of Q4 2025 after selling out during the quarter.
Atlantic Private Wealth sold 138 AT&T shares in Q4 2025, an estimated $3.91K.
Atlantic Private Wealth first reported a position in AT&T in Q4 2024 and held it in 3 quarters.
Atlantic Private Wealth's AT&T position peaked at $16.3K in Q4 2024.
2,850 funds tracked by Wall St. Rank held AT&T as of Q4 2025.

Based on Atlantic Private Wealth's 13F filing for Q4 2025, filed 11 Feb 2026.