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Bard Financial Services’s AT&T T Stock Holding History

Bard Financial Services’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 		$6.5M Buy
230,080
+1,250
+0.5% +$35.5K 0.71% 40
2025
Q2 		$6.62M Sell
228,830
-1,250
-0.5% -$34.4K 0.79% 36
2025
Q1 		$6.51M Sell
230,080
-2,095
-0.9% -$52.7K 0.8% 37
2024
Q4 		$5.29M Sell
232,175
-2,250
-1% -$50.6K 0.63% 45
2024
Q3 		$5.16M Sell
234,425
-45,520
-16% -$906K 0.61% 44
2024
Q2 		$5.35M Sell
279,945
-4,630
-2% -$80.5K 0.55% 47
2024
Q1 		$5.01M Hold
284,575
– – 0.53% 51
2023
Q4 		$4.78M Buy
284,575
+8,300
+3% +$131K 0.54% 49
2023
Q3 		$4.15M Buy
276,275
+12,500
+5% +$183K 0.51% 52
2023
Q2 		$4.21M Buy
263,775
+2,060
+0.8% +$35.1K 0.32% 74
2023
Q1 		$5.04M Buy
261,715
+5,290
+2% +$101K 0.4% 67
2022
Q4 		$4.72M Buy
256,425
+17,410
+7% +$312K 0.4% 62
2022
Q3 		$3.67M Buy
239,015
+28,350
+13% +$516K 0.34% 74
2022
Q2 		$4.42M Sell
210,665
-20,029
-9% -$399K 0.4% 60
2022
Q1 		$4.18M Buy
230,694
+21,674
+10% +$401K 0.34% 75
2021
Q4 		$3.88M Sell
209,020
-6,719
-3% -$126K 0.31% 78
2021
Q3 		$4.4M Buy
215,739
+16,967
+9% +$356K 0.39% 68
2021
Q2 		$4.32M Buy
198,772
+8,440
+4% +$192K 0.38% 69
2021
Q1 		$4.35M Sell
190,332
-2,237
-1% -$49.5K 0.42% 67
2020
Q4 		$4.18M Buy
+192,569
New +$4.15M 0.42% 64

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bard Financial Services's T Position: Q3 2025 in Review

Bard Financial Services increased its AT&T (T) stake by 0.55% in Q3 2025, buying an estimated $35.5K and bringing the position to 230,080 shares worth $6.5M. The position accounts for 0.71% of the portfolio, ranked #40.

Bard Financial Services first reported a position in T in Q4 2020 and has held it in 20 quarters since. The position peaked at $6.62M in Q2 2025. 2,867 funds tracked by Wall St. Rank hold T as of Q3 2025.

  • Bard Financial Services held 230,080 shares of AT&T worth $6.5M as of Q3 2025.
  • Bard Financial Services bought 1,250 AT&T shares in Q3 2025, an estimated $35.5K.
  • AT&T made up 0.71% of Bard Financial Services's portfolio in Q3 2025, its #40 holding.
  • Bard Financial Services first reported a position in AT&T in Q4 2020 and has held it in 20 quarters since.
  • Bard Financial Services's AT&T position peaked at $6.62M in Q2 2025.
  • 2,867 funds tracked by Wall St. Rank held AT&T as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.