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Brass Tax Wealth Management’s AT&T T Stock Holding History

Brass Tax 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
Q3 		$343K Sell
12,129
-6,550
-35% -$186K 0.06% 162
2025
Q2 		$541K Sell
18,679
-176
-0.9% -$4.85K 0.1% 107
2025
Q1 		$533K Buy
18,855
+35
+0.2% +$880 0.11% 97
2024
Q4 		$429K Sell
18,820
-437
-2% -$9.84K 0.09% 108
2024
Q3 		$424K Buy
19,257
+2,829
+17% +$56.3K 0.09% 104
2024
Q2 		$314K Buy
+16,428
New +$286K 0.14% 88

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

Brass Tax Wealth Management's T Position: Q3 2025 in Review

Brass Tax Wealth Management reduced its AT&T (T) stake by 35% in Q3 2025, selling an estimated $186K and leaving 12,129 shares worth $343K. The position accounts for 0.06% of the portfolio, ranked #162.

Brass Tax Wealth Management first reported a position in T in Q2 2024 and has held it in 6 quarters since. The position peaked at $541K in Q2 2025. 2,863 funds tracked by Wall St. Rank hold T as of Q3 2025.

  • Brass Tax Wealth Management held 12,129 shares of AT&T worth $343K as of Q3 2025.
  • Brass Tax Wealth Management sold 6,550 AT&T shares in Q3 2025, an estimated $186K.
  • AT&T made up 0.06% of Brass Tax Wealth Management's portfolio in Q3 2025, its #162 holding.
  • Brass Tax Wealth Management first reported a position in AT&T in Q2 2024 and has held it in 6 quarters since.
  • Brass Tax Wealth Management's AT&T position peaked at $541K in Q2 2025.
  • 2,863 funds tracked by Wall St. Rank held AT&T as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.