Helium Advisors’s AT&T T Stock Holding History

Helium 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 Q3	–	Sell	-7,283	Closed	-$211K	–	101
2025 Q2	$211K	Sell	7,283 -420	-5%	-$11.6K	0.13%	101
2025 Q1	$218K	Sell	7,703 -1,734	-18%	-$43.6K	0.16%	93
2024 Q4	$215K	Buy	+9,437	New	+$212K	0.17%	91

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

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Helium Advisors's T Position: Q3 2025 in Review

Helium Advisors sold out of AT&T (T) in Q3 2025, closing a stake of 7,283 shares — an estimated $211K sold.

Helium Advisors first reported a position in T in Q4 2024 and held it in 3 quarters. The position peaked at $218K in Q1 2025. 2,862 funds tracked by Wall St. Rank hold T as of Q3 2025.

Helium Advisors reported no remaining AT&T position as of Q3 2025 after selling out during the quarter.
Helium Advisors sold 7,283 AT&T shares in Q3 2025, an estimated $211K.
Helium Advisors first reported a position in AT&T in Q4 2024 and held it in 3 quarters.
Helium Advisors's AT&T position peaked at $218K in Q1 2025.
2,862 funds tracked by Wall St. Rank held AT&T as of Q3 2025.

Based on Helium Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.