GWAG
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Garrett Wealth Advisory Group’s AT&T T Stock Holding History

Garrett Wealth Advisory Group’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 		$358K Buy
+12,333
New +$329K 0.06% 92
2021
Q1 		– Sell
-11,878
Closed -$258K – 52
2020
Q4 		$258K Sell
11,878
-3,418
-22% -$73.7K 0.19% 37
2020
Q3 		$329K Sell
15,296
-1,465
-9% -$32.7K 0.26% 32
2020
Q2 		$380K Sell
16,761
-944
-5% -$21.5K 0.3% 29
2020
Q1 		$391K Buy
17,705
+87
+0.5% +$2.38K 0.37% 29
2019
Q4 		$520K Buy
17,618
+348
+2% +$10K 0.38% 32
2019
Q3 		$494K Sell
17,270
-1,356
-7% -$35.9K 0.35% 33
2019
Q2 		$471K Sell
18,626
-274
-1% -$6.57K 0.37% 33
2019
Q1 		$445K Buy
18,900
+293
+2% +$6.74K 0.37% 34
2018
Q4 		$402K Buy
+18,607
New +$433K 0.37% 29

Other funds holding T

BlackRock
BlackRock New York $5.7T 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 $1.47T 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