CWM
T icon

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

Compass 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
Q2 		– Sell
-5,403
Closed -$153K – 375
2025
Q1 		$153K Buy
5,403
+8
+0.1% +$201 0.04% 161
2024
Q4 		$123K Buy
5,395
+1,512
+39% +$34K 0.03% 181
2024
Q3 		$85.4K Sell
3,883
-329
-8% -$6.55K 0.02% 213
2024
Q2 		$80.5K Buy
4,212
+1,257
+43% +$21.9K 0.02% 216
2024
Q1 		$52K Sell
2,955
-94
-3% -$1.6K 0.01% 245
2023
Q4 		$51.2K Sell
3,049
-3,139
-51% -$49.6K 0.01% 243
2023
Q3 		$92.9K Sell
6,188
-6,970
-53% -$102K 0.03% 189
2023
Q2 		$210K Sell
13,158
-2,678
-17% -$45.6K 0.06% 152
2023
Q1 		$305K Sell
15,836
-2,450
-13% -$46.8K 0.1% 134
2022
Q4 		$337K Buy
+18,286
New +$327K 0.11% 124

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Compass Wealth Management's T Position: Q2 2025 in Review

Compass Wealth Management sold out of AT&T (T) in Q2 2025, closing a stake of 5,403 shares — an estimated $153K sold.

Compass Wealth Management first reported a position in T in Q4 2022 and held it in 10 quarters. The position peaked at $337K in Q4 2022. 2,881 funds tracked by Wall St. Rank hold T as of Q2 2025.

  • Compass Wealth Management reported no remaining AT&T position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 5,403 AT&T shares in Q2 2025, an estimated $153K.
  • Compass Wealth Management first reported a position in AT&T in Q4 2022 and held it in 10 quarters.
  • Compass Wealth Management's AT&T position peaked at $337K in Q4 2022.
  • 2,881 funds tracked by Wall St. Rank held AT&T as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.