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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Forvis Mazars Wealth Advisors's T Position: Q2 2025 in Review

Forvis Mazars Wealth Advisors sold out of AT&T (T) in Q2 2025, closing a stake of 11,165 shares — an estimated $316K sold.

Forvis Mazars Wealth Advisors first reported a position in T in Q2 2013 and held it in 15 quarters. The position peaked at $1.09M in Q2 2015. 2,883 funds tracked by Wall St. Rank hold T as of Q2 2025.

  • Forvis Mazars Wealth Advisors reported no remaining AT&T position as of Q2 2025 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 11,165 AT&T shares in Q2 2025, an estimated $316K.
  • Forvis Mazars Wealth Advisors first reported a position in AT&T in Q2 2013 and held it in 15 quarters.
  • Forvis Mazars Wealth Advisors's AT&T position peaked at $1.09M in Q2 2015.
  • 2,883 funds tracked by Wall St. Rank held AT&T as of Q2 2025.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.