Copperwynd Financial’s AT&T T Stock Holding History

Copperwynd Financial’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	$2.84M	Buy	+98,156	New	+$2.7M	0.71%	33
2023 Q1	–	Sell	-110,152	Closed	-$2.03M	–	154
2022 Q4	$2.03M	Buy	+110,152	New	+$1.97M	1.14%	19
2022 Q3	–	Sell	-100,786	Closed	-$2.11M	–	128
2022 Q2	$2.11M	Buy	+100,786	New	+$2.01M	1.24%	20

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Copperwynd Financial's T Position: Q2 2025 in Review

Copperwynd Financial opened a new position in AT&T (T) in Q2 2025: 98,156 shares worth $2.84M. The stake represents 0.71% of the portfolio and ranks #33 among its holdings. This is a return to the name: Copperwynd Financial previously reported a position in T as recently as Q4 2022.

Copperwynd Financial first reported a position in T in Q2 2022 and has held it in 3 quarters since. 2,882 funds tracked by Wall St. Rank hold T as of Q2 2025.

Copperwynd Financial held 98,156 shares of AT&T worth $2.84M as of Q2 2025.
AT&T was a new Copperwynd Financial position in Q2 2025.
AT&T made up 0.71% of Copperwynd Financial's portfolio in Q2 2025, its #33 holding.
Copperwynd Financial first reported a position in AT&T in Q2 2022 and has held it in 3 quarters since.
2,882 funds tracked by Wall St. Rank held AT&T as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.