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

Drive 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
2026 Q1	$843K	Buy	29,075 +19	+0.1%	+$508	0.18%	108
2025 Q4	$722K	Sell	29,056 -8,282	-22%	-$210K	0.14%	126
2025 Q3	$1.05M	Sell	37,338 -7,621	-17%	-$216K	0.22%	83
2025 Q2	$1.3M	Buy	44,959 +16,871	+60%	+$465K	0.29%	79
2025 Q1	$794K	Buy	28,088 +4,674	+20%	+$118K	0.19%	102
2024 Q4	$533K	Buy	23,414 +4,594	+24%	+$103K	0.13%	123
2024 Q3	$414K	Buy	18,820 +65	+0.3%	+$1.29K	0.11%	157
2024 Q2	$358K	Sell	18,755 -1,090	-5%	-$19K	0.1%	171
2024 Q1	$349K	Sell	19,845 -4,335	-18%	-$74K	0.1%	178
2023 Q4	$406K	Buy	+24,180	New	+$382K	0.13%	149
2023 Q3	–	Sell	-30,685	Closed	-$489K	–	308
2023 Q2	$489K	Sell	30,685 -7,700	-20%	-$131K	0.18%	115
2023 Q1	$739K	Buy	38,385 +322	+0.8%	+$6.15K	0.31%	81
2022 Q4	$701K	Buy	38,063 +22,125	+139%	+$396K	0.35%	70
2022 Q3	$244K	Buy	15,938 +1,545	+11%	+$28.1K	0.23%	123
2022 Q2	$302K	Buy	14,393 +1,935	+16%	+$38.6K	0.28%	107
2022 Q1	$222K	Buy	+12,458	New	+$230K	0.19%	141

Other funds holding T

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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