Herold Advisors’s AT&T T Stock Holding History

Herold 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
2026 Q1	$2.95M	Buy	101,670 +1,437	+1%	+$38.4K	0.65%	42
2025 Q4	$2.49M	Buy	100,233 +1,041	+1%	+$26.4K	0.56%	49
2025 Q3	$2.8M	Sell	99,192 -14,541	-13%	-$413K	0.65%	45
2025 Q2	$3.29M	Buy	113,733 +28,170	+33%	+$776K	0.69%	35
2025 Q1	$2.42M	Sell	85,563 -1,672	-2%	-$42K	0.53%	54
2024 Q4	$1.99M	Buy	87,235 +4,270	+5%	+$96.1K	0.43%	61
2024 Q3	$1.83M	Buy	82,965 +6,700	+9%	+$133K	0.4%	68
2024 Q2	$1.46M	Buy	76,265 +2,340	+3%	+$40.7K	0.34%	81
2024 Q1	$1.3M	Buy	73,925 +4,435	+6%	+$75.7K	0.31%	92
2023 Q4	$1.17M	Buy	69,490 +3,880	+6%	+$61.3K	0.32%	91
2023 Q3	$985K	Buy	65,610 +4,333	+7%	+$63.5K	0.3%	100
2023 Q2	$977K	Sell	61,277 -4,474	-7%	-$76.2K	0.3%	99
2023 Q1	$1.27M	Buy	65,751 +2,537	+4%	+$48.5K	0.44%	77
2022 Q4	$1.16M	Buy	63,214 +3,555	+6%	+$63.6K	0.49%	67
2022 Q3	$915K	Buy	59,659 +214	+0.4%	+$3.89K	0.44%	79
2022 Q2	$1.25M	Sell	59,445 -29,711	-33%	-$592K	0.56%	64
2022 Q1	$1.59M	Buy	89,156 +4	+0%	+$74	0.57%	52
2021 Q4	$1.66M	Buy	89,152 +1,416	+2%	+$26.5K	0.64%	51
2021 Q3	$1.79M	Buy	+87,736	New	+$1.84M	0.7%	37

Other funds holding T

BlackRock New York $5.7T 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 $1.47T 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 New York $1.66T AUM 25.57% 1-Year Est. Return