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

Executive 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 		$973K Buy
42,724
+327
+0.8% +$7.36K 0.08% 138
2024
Q3 		$933K Buy
42,397
+13,017
+44% +$259K 0.07% 135
2024
Q2 		$561K Buy
29,380
+788
+3% +$13.7K 0.1% 72
2024
Q1 		$500K Buy
28,592
+572
+2% +$9.77K 0.04% 148
2023
Q4 		$470K Sell
28,020
-1,609
-5% -$25.4K 0.04% 144
2023
Q3 		$445K Buy
29,629
+119
+0.4% +$1.74K 0.05% 144
2023
Q2 		$471K Buy
29,510
+1,948
+7% +$33.2K 0.05% 136
2023
Q1 		$531K Buy
27,562
+4,270
+18% +$81.6K 0.06% 133
2022
Q4 		$429K Buy
23,292
+22,937
+6,461% +$411K 0.05% 138
2022
Q3 		$355 Sell
355
-23,418
-99% -$426K 0.05% 135
2022
Q2 		$498K Sell
23,773
-10,867
-31% -$217K 0.07% 126
2022
Q1 		$618K Buy
34,640
+3,527
+11% +$65.3K 0.07% 129
2021
Q4 		$578K Sell
31,113
-1,313
-4% -$24.5K 0.06% 132
2021
Q3 		$661K Sell
32,426
-1,981
-6% -$41.6K 0.07% 122
2021
Q2 		$747K Buy
34,407
+69
+0.2% +$1.57K 0.08% 124
2021
Q1 		$785K Buy
34,338
+241
+0.7% +$5.33K 0.09% 118
2020
Q4 		$740K Sell
34,097
-2,390
-7% -$51.5K 0.09% 106
2020
Q3 		$785K Buy
36,487
+873
+2% +$19.5K 0.11% 98
2020
Q2 		$813K Sell
35,614
-10,821
-23% -$246K 0.12% 84
2020
Q1 		$1.02M Buy
46,435
+9,584
+26% +$262K 0.18% 70
2019
Q4 		$1.09M Buy
36,851
+6,108
+20% +$176K 0.15% 98
2019
Q3 		$878K Sell
30,743
-4,826
-14% -$128K 0.13% 93
2019
Q2 		$900K Buy
35,569
+4,409
+14% +$106K 0.13% 114
2019
Q1 		$738K Sell
31,160
-14,183
-31% -$326K 0.13% 106
2018
Q4 		$976K Buy
+45,343
New +$1.06M 0.17% 79

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

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

Executive Wealth Management increased its AT&T (T) stake by 0.77% in Q4 2024, buying an estimated $7.36K and bringing the position to 42,724 shares worth $973K. The position accounts for 0.08% of the portfolio, ranked #138.

Executive Wealth Management first reported a position in T in Q4 2018 and has held it in 25 quarters since. The position peaked at $1.09M in Q4 2019. 2,676 funds tracked by Wall St. Rank hold T as of Q4 2024.

  • Executive Wealth Management held 42,724 shares of AT&T worth $973K as of Q4 2024.
  • Executive Wealth Management bought 327 AT&T shares in Q4 2024, an estimated $7.36K.
  • AT&T made up 0.08% of Executive Wealth Management's portfolio in Q4 2024, its #138 holding.
  • Executive Wealth Management first reported a position in AT&T in Q4 2018 and has held it in 25 quarters since.
  • Executive Wealth Management's AT&T position peaked at $1.09M in Q4 2019.
  • 2,676 funds tracked by Wall St. Rank held AT&T as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.