GWMI
T icon

Guardian Wealth Management (Illinois)’s AT&T T Stock Holding History

Guardian Wealth Management (Illinois)’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
-743
Closed -$21K – 189
2025
Q1 		$21K Buy
743
+1
+0.1% +$25 0.01% 134
2024
Q4 		$16.9K Buy
742
+590
+388% +$13.3K 0.01% 147
2024
Q3 		$3.34K Buy
152
+2
+1% +$40 ﹤0.01% 203
2024
Q2 		$2.86K Sell
150
-19
-11% -$330 ﹤0.01% 204
2024
Q1 		$2.98K Buy
169
+2
+1% +$34 ﹤0.01% 197
2023
Q4 		$2.8K Buy
167
+25
+18% +$395 ﹤0.01% 208
2023
Q3 		$2.13K Sell
142
-131
-48% -$1.92K ﹤0.01% 199
2023
Q2 		$4.35K Sell
273
-94
-26% -$1.6K ﹤0.01% 185
2023
Q1 		$7.06K Sell
367
-189
-34% -$3.61K 0.01% 180
2022
Q4 		$10.2K Sell
556
-1,571
-74% -$28.1K 0.01% 164
2022
Q3 		$33K Sell
2,127
-193
-8% -$3.51K 0.04% 123
2022
Q2 		$49K Sell
2,320
-1,337
-37% -$26.7K 0.05% 112
2022
Q1 		$65K Buy
3,657
+77
+2% +$1.43K 0.06% 108
2021
Q4 		$67K Buy
+3,580
New +$66.9K 0.06% 106

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
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
Norges Bank Oslo, Norway $935B AUM

Guardian Wealth Management (Illinois)'s T Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of AT&T (T) in Q2 2025, closing a stake of 743 shares — an estimated $21K sold.

Guardian Wealth Management (Illinois) first reported a position in T in Q4 2021 and held it in 14 quarters. The position peaked at $67K in Q4 2021. 2,881 funds tracked by Wall St. Rank hold T as of Q2 2025.

  • Guardian Wealth Management (Illinois) reported no remaining AT&T position as of Q2 2025 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 743 AT&T shares in Q2 2025, an estimated $21K.
  • Guardian Wealth Management (Illinois) first reported a position in AT&T in Q4 2021 and held it in 14 quarters.
  • Guardian Wealth Management (Illinois)'s AT&T position peaked at $67K in Q4 2021.
  • 2,881 funds tracked by Wall St. Rank held AT&T as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.