Burns Matteson Capital Management’s AT&T T Stock Holding History

Burns Matteson 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	-15,461	Closed	-$447K	–	236
2025 Q2	$447K	Buy	+15,461	New	+$426K	0.22%	95
2023 Q3	–	Sell	-37,000	Closed	-$590K	–	174
2023 Q2	$590K	Sell	37,000 -1,222	-3%	-$20.8K	0.36%	72
2023 Q1	$736K	Buy	+38,222	New	+$730K	0.47%	40
2022 Q4	–	Sell	-15,534	Closed	-$238K	–	180
2022 Q3	$238K	Buy	+15,534	New	+$283K	0.18%	92

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Burns Matteson Capital Management's T Position: Q3 2025 in Review

Burns Matteson Capital Management sold out of AT&T (T) in Q3 2025, closing a stake of 15,461 shares — an estimated $447K sold.

Burns Matteson Capital Management first reported a position in T in Q3 2022 and held it in 4 quarters. The position peaked at $736K in Q1 2023. 2,862 funds tracked by Wall St. Rank hold T as of Q3 2025.

Burns Matteson Capital Management reported no remaining AT&T position as of Q3 2025 after selling out during the quarter.
Burns Matteson Capital Management sold 15,461 AT&T shares in Q3 2025, an estimated $447K.
Burns Matteson Capital Management first reported a position in AT&T in Q3 2022 and held it in 4 quarters.
Burns Matteson Capital Management's AT&T position peaked at $736K in Q1 2023.
2,862 funds tracked by Wall St. Rank held AT&T as of Q3 2025.

Based on Burns Matteson Capital Management's 13F filing for Q3 2025, filed 16 Oct 2025.