Foundation Wealth Management (Pennsylvania)’s AT&T T Stock Holding History

Foundation Wealth Management (Pennsylvania)’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	-7,169	Closed	-$203K	–	95
2025 Q1	$203K	Sell	7,169 -12,725	-64%	-$320K	0.1%	86
2024 Q4	$453K	Buy	+19,894	New	+$448K	0.22%	55

Other funds holding T

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Foundation Wealth Management (Pennsylvania)'s T Position: Q2 2025 in Review

Foundation Wealth Management (Pennsylvania) sold out of AT&T (T) in Q2 2025, closing a stake of 7,169 shares — an estimated $203K sold.

Foundation Wealth Management (Pennsylvania) first reported a position in T in Q4 2024 and held it in 2 quarters. The position peaked at $453K in Q4 2024. 2,882 funds tracked by Wall St. Rank hold T as of Q2 2025.

Foundation Wealth Management (Pennsylvania) reported no remaining AT&T position as of Q2 2025 after selling out during the quarter.
Foundation Wealth Management (Pennsylvania) sold 7,169 AT&T shares in Q2 2025, an estimated $203K.
Foundation Wealth Management (Pennsylvania) first reported a position in AT&T in Q4 2024 and held it in 2 quarters.
Foundation Wealth Management (Pennsylvania)'s AT&T position peaked at $453K in Q4 2024.
2,882 funds tracked by Wall St. Rank held AT&T as of Q2 2025.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q2 2025, filed 11 Aug 2025.