EPW
T icon

Evergreen Private Wealth’s AT&T T Stock Holding History

Evergreen Private Wealth’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 		$4.33M Buy
149,288
+1,310
+0.9% +$35K 1.75% 27
2025
Q4 		$3.68M Sell
147,978
-420
-0.3% -$10.6K 1.45% 29
2025
Q3 		$4.19M Sell
148,398
-6,028
-4% -$171K 1.7% 27
2025
Q2 		$4.47M Sell
154,426
-14,145
-8% -$390K 1.87% 26
2025
Q1 		$4.77M Buy
168,571
+63
+0% +$1.58K 2.23% 17
2024
Q4 		$3.84M Sell
168,508
-2,109
-1% -$47.5K 1.8% 26
2024
Q3 		$3.75M Buy
170,617
+3,406
+2% +$67.8K 1.74% 26
2024
Q2 		$3.2M Buy
167,211
+6,684
+4% +$116K 1.57% 27
2024
Q1 		$2.83M Buy
160,527
+83,360
+108% +$1.42M 1.42% 36
2023
Q4 		$1.29M Buy
+77,167
New +$1.22M 0.7% 41

Other funds holding T

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
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 $1.56T 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return