HMV Wealth Advisors’s AT&T T Stock Holding History

HMV Wealth 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 Q4	–	Sell	-8,598	Closed	-$243K	–	81
2025 Q3	$243K	Sell	8,598 -17,127	-67%	-$486K	0.13%	76
2025 Q2	$744K	Hold	25,725	–	–	0.49%	38
2025 Q1	$728K	Hold	25,725	–	–	0.58%	39
2024 Q4	$586K	Buy	+25,725	New	+$579K	0.59%	48

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

Norges Bank Oslo, Norway $935B AUM

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

HMV Wealth Advisors's T Position: Q4 2025 in Review

HMV Wealth Advisors sold out of AT&T (T) in Q4 2025, closing a stake of 8,598 shares — an estimated $243K sold.

HMV Wealth Advisors first reported a position in T in Q4 2024 and held it in 4 quarters. The position peaked at $744K in Q2 2025. 2,850 funds tracked by Wall St. Rank hold T as of Q4 2025.

HMV Wealth Advisors reported no remaining AT&T position as of Q4 2025 after selling out during the quarter.
HMV Wealth Advisors sold 8,598 AT&T shares in Q4 2025, an estimated $243K.
HMV Wealth Advisors first reported a position in AT&T in Q4 2024 and held it in 4 quarters.
HMV Wealth Advisors's AT&T position peaked at $744K in Q2 2025.
2,850 funds tracked by Wall St. Rank held AT&T as of Q4 2025.

Based on HMV Wealth Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.