Barometer Capital Management’s AT&T T Stock Holding History

Barometer Capital Management’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	–	Sell	-9,240	Closed	-$265K	–	204
2025 Q2	$265K	Buy	+9,240	New	+$255K	0.07%	137
2024 Q4	–	Sell	-138,340	Closed	-$3M	–	199
2024 Q3	$3M	Buy	+138,340	New	+$2.75M	0.87%	32
2022 Q3	–	Sell	-979,110	Closed	-$17M	–	99
2022 Q2	$17M	Buy	+979,110	New	+$19.5M	6.96%	3
2021 Q1	–	Sell	-109,495	Closed	-$2.34M	–	203
2020 Q4	$2.34M	Sell	109,495 -2,416	-2%	-$52.1K	0.44%	67
2020 Q3	$2.37M	Buy	111,911 +10,360	+10%	+$232K	0.48%	56
2020 Q2	$2.28M	Sell	101,551 -83,809	-45%	-$1.91M	0.43%	68
2020 Q1	$4.01M	Sell	185,360 -427,003	-70%	-$11.7M	1.19%	27
2019 Q4	$17.8M	Buy	612,363 +206,021	+51%	+$5.95M	2.82%	8
2019 Q3	$11.5M	Buy	+406,342	New	+$10.8M	1.23%	33
2016 Q3	–	Sell	-841,005	Closed	-$27.4M	–	176
2016 Q2	$27.4M	Sell	841,005 -18,668	-2%	-$556K	2.72%	10
2016 Q1	$25.4M	Buy	+859,673	New	+$23.8M	2.49%	11

Other funds holding T

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T 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