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Campbell Wealth Management’s AT&T T Stock Holding History

Campbell 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
2024
Q4 		$290K Buy
+12,723
New +$286K 0.03% 70
2024
Q3 		– Sell
-14,681
Closed -$281K – 84
2024
Q2 		$281K Buy
14,681
+1,971
+16% +$34.3K 0.09% 34
2024
Q1 		$224K Buy
+12,710
New +$217K 0.02% 86
2022
Q1 		– Sell
-10,865
Closed -$202K – 83
2021
Q4 		$202K Sell
10,865
-1,710
-14% -$32K 0.02% 79
2021
Q3 		$257K Buy
12,575
+39
+0.3% +$819 0.03% 55
2021
Q2 		$272K Sell
12,536
-576
-4% -$13.1K 0.04% 52
2021
Q1 		$300K Buy
13,112
+7
+0.1% +$155 0.04% 43
2020
Q4 		$285K Buy
13,105
+380
+3% +$8.2K 0.04% 41
2020
Q3 		$274K Buy
12,725
+30
+0.2% +$670 0.04% 41
2020
Q2 		$290K Sell
12,695
-413
-3% -$9.41K 0.05% 39
2020
Q1 		$289K Sell
13,108
-6,054
-32% -$165K 0.06% 34
2019
Q4 		$566K Sell
19,162
-1,020
-5% -$29.5K 0.11% 26
2019
Q3 		$577K Buy
20,182
+65
+0.3% +$1.72K 0.13% 24
2019
Q2 		$509K Buy
20,117
+3
+0% +$72 0.12% 24
2019
Q1 		$476K Sell
20,114
-693
-3% -$15.9K 0.13% 23
2018
Q4 		$448K Buy
+20,807
New +$484K 0.14% 26

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Campbell Wealth Management's T Position: Q4 2024 in Review

Campbell Wealth Management opened a new position in AT&T (T) in Q4 2024: 12,723 shares worth $290K. The stake represents 0.03% of the portfolio and ranks #70 among its holdings. This is a return to the name: Campbell Wealth Management previously reported a position in T as recently as Q2 2024.

Campbell Wealth Management first reported a position in T in Q4 2018 and has held it in 16 quarters since. The position peaked at $577K in Q3 2019. 2,676 funds tracked by Wall St. Rank hold T as of Q4 2024.

  • Campbell Wealth Management held 12,723 shares of AT&T worth $290K as of Q4 2024.
  • AT&T was a new Campbell Wealth Management position in Q4 2024.
  • AT&T made up 0.03% of Campbell Wealth Management's portfolio in Q4 2024, its #70 holding.
  • Campbell Wealth Management first reported a position in AT&T in Q4 2018 and has held it in 16 quarters since.
  • Campbell Wealth Management's AT&T position peaked at $577K in Q3 2019.
  • 2,676 funds tracked by Wall St. Rank held AT&T as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.