Goldstone Financial Group’s AT&T T Stock Holding History

Goldstone Financial 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	$1.48M	Buy	51,018 +251	+0.5%	+$6.71K	0.16%	92
2025 Q4	$1.26M	Buy	50,767 +2,489	+5%	+$63K	0.14%	94
2025 Q3	$1.36M	Buy	48,278 +10,476	+28%	+$297K	0.16%	86
2025 Q2	$1.07M	Buy	37,802 +4,258	+13%	+$117K	0.14%	93
2025 Q1	$949K	Sell	33,544 -515	-2%	-$13K	0.14%	90
2024 Q4	$776K	Buy	34,059 +2,311	+7%	+$52K	0.12%	100
2024 Q3	$698K	Buy	31,748 +3,668	+13%	+$73K	0.12%	100
2024 Q2	$537K	Buy	28,080 +4,900	+21%	+$85.2K	0.11%	104
2024 Q1	$408K	Sell	23,180 -9	-0%	-$154	0.09%	112
2023 Q4	$389K	Buy	23,189 +1,573	+7%	+$24.8K	0.1%	106
2023 Q3	$325K	Sell	21,616 -1,581	-7%	-$23.2K	0.1%	110
2023 Q2	$370K	Buy	23,197 +7,569	+48%	+$129K	0.11%	107
2023 Q1	$301K	Buy	+15,628	New	+$299K	0.1%	113

Other funds holding T

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 $1.56T 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 New York $1.66T AUM 25.57% 1-Year Est. Return