Forvis Mazars Wealth Advisors’s AT&T T Stock Holding History

Forvis Mazars Wealth Advisors’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	-11,165	Closed	-$316K	–	409
2025 Q1	$316K	Sell	11,165 -26,845	-71%	-$675K	0.01%	342
2024 Q4	$865K	Sell	38,010 -1,001	-3%	-$22.5K	0.02%	241
2024 Q3	$858K	Buy	+39,011	New	+$776K	0.02%	247
2023 Q3	–	Sell	-36,868	Closed	-$588K	–	407
2023 Q2	$588K	Buy	36,868 +8,831	+31%	+$150K	0.02%	270
2023 Q1	$540K	Buy	+28,037	New	+$536K	0.02%	259
2022 Q4	–	Sell	-30,366	Closed	-$466K	–	401
2022 Q3	$466K	Buy	+30,366	New	+$552K	0.02%	261
2015 Q3	–	Sell	-40,777	Closed	-$1.09M	–	197
2015 Q2	$1.09M	Sell	40,777 -1,150	-3%	-$29.7K	0.16%	72
2015 Q1	$1.03M	Buy	41,927 +8,304	+25%	+$211K	0.15%	77
2014 Q4	$853K	Buy	33,623 +1,556	+5%	+$40.4K	0.14%	78
2014 Q3	$854K	Sell	32,067 -239	-0.7%	-$6.36K	0.15%	75
2014 Q2	$863K	Sell	32,306 -2,824	-8%	-$75.6K	0.15%	74
2014 Q1	$931K	Sell	35,130 -859	-2%	-$21.6K	0.16%	81
2013 Q4	$956K	Buy	35,989 +2,422	+7%	+$63.7K	0.18%	77
2013 Q3	$857K	Buy	33,567 +21,990	+190%	+$577K	0.18%	80
2013 Q2	$310K	Buy	+11,577	New	+$322K	0.25%	78

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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 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

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 Oslo, Norway $935B AUM