BCS Private Wealth Management’s AT&T T Stock Holding History

BCS Private Wealth 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 Q4	–	Sell	-28,045	Closed	-$792K	–	187
2025 Q3	$792K	Sell	28,045 -750	-3%	-$21.3K	0.28%	67
2025 Q2	$833K	Buy	+28,795	New	+$794K	0.31%	63

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

BCS Private Wealth Management's T Position: Q4 2025 in Review

BCS Private Wealth Management sold out of AT&T (T) in Q4 2025, closing a stake of 28,045 shares — an estimated $792K sold.

BCS Private Wealth Management first reported a position in T in Q2 2025 and held it in 2 quarters. The position peaked at $833K in Q2 2025. 2,850 funds tracked by Wall St. Rank hold T as of Q4 2025.

BCS Private Wealth Management reported no remaining AT&T position as of Q4 2025 after selling out during the quarter.
BCS Private Wealth Management sold 28,045 AT&T shares in Q4 2025, an estimated $792K.
BCS Private Wealth Management first reported a position in AT&T in Q2 2025 and held it in 2 quarters.
BCS Private Wealth Management's AT&T position peaked at $833K in Q2 2025.
2,850 funds tracked by Wall St. Rank held AT&T as of Q4 2025.

Based on BCS Private Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.