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

Inspirion 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	-10,038	Closed	-$221K	–	181
2025 Q3	$221K	Buy	+10,038	New	+$285K	0.03%	142
2025 Q2	–	Sell	-7,544	Closed	-$213K	–	164
2025 Q1	$213K	Buy	+7,544	New	+$190K	0.03%	142
2024 Q4	–	Sell	-10,038	Closed	-$221K	–	162
2024 Q3	$221K	Sell	10,038 -153	-2%	-$3.04K	0.03%	143
2024 Q2	$195K	Sell	10,191 -818	-7%	-$14.2K	0.03%	143
2024 Q1	$194K	Sell	11,009 -1,357	-11%	-$23.2K	0.03%	144
2023 Q4	$213K	Buy	12,366 +135	+1%	+$2.13K	0.04%	133
2023 Q3	$184K	Sell	12,231 -1,241	-9%	-$18.2K	0.04%	132
2023 Q2	$215K	Sell	13,472 -2,013	-13%	-$34.3K	0.04%	131
2023 Q1	$298K	Sell	15,485 -853	-5%	-$16.3K	0.06%	103
2022 Q4	$301K	Sell	16,338 -328	-2%	-$5.87K	0.06%	100
2022 Q3	$256K	Sell	16,666 -488	-3%	-$8.88K	0.06%	104
2022 Q2	$360K	Sell	17,154 -6,898	-29%	-$138K	0.08%	90
2022 Q1	$429K	Buy	24,052 +944	+4%	+$17.5K	0.09%	77
2021 Q4	$429K	Sell	23,108 -512	-2%	-$9.57K	0.09%	71
2021 Q3	$482K	Buy	23,620 +1,001	+4%	+$21K	0.11%	60
2021 Q2	$492K	Sell	22,619 -47	-0.2%	-$1.07K	0.12%	55
2021 Q1	$518K	Buy	22,666 +47	+0.2%	+$1.04K	0.14%	56
2020 Q4	$491K	Buy	22,619 +2,731	+14%	+$58.9K	0.14%	50
2020 Q3	$428K	Sell	19,888 -1,853	-9%	-$41.4K	0.15%	49
2020 Q2	$496K	Hold	21,741	–	–	0.19%	43
2020 Q1	$479K	Sell	21,741 -1,346	-6%	-$36.8K	0.24%	40
2019 Q4	$681K	Buy	23,087 +1,636	+8%	+$47.2K	0.23%	37
2019 Q3	$613K	Sell	21,451 -1,045	-5%	-$27.7K	0.27%	37
2019 Q2	$569K	Sell	22,496 -89	-0.4%	-$2.13K	0.25%	40
2019 Q1	$535K	Hold	22,585	–	–	0.24%	40
2018 Q4	$487K	Sell	22,585 -993	-4%	-$23.1K	0.24%	38
2018 Q3	$598K	Hold	23,578	–	–	0.25%	37
2018 Q2	$572K	Buy	23,578 +61	+0.3%	+$1.53K	0.27%	36
2018 Q1	$633K	Hold	23,517	–	–	0.31%	36
2017 Q4	$691K	Buy	23,517 +61	+0.3%	+$1.67K	0.34%	27
2017 Q3	$694K	Sell	23,456 -662	-3%	-$18.8K	0.35%	27
2017 Q2	$687K	Buy	24,118 +29	+0.1%	+$855	0.37%	27
2017 Q1	$756K	Sell	24,089 -1,378	-5%	-$43.4K	0.43%	26
2016 Q4	$818K	Buy	25,467 +1,360	+6%	+$40.1K	0.52%	26
2016 Q3	$739K	Buy	24,107 +107	+0.4%	+$3.38K	0.48%	28
2016 Q2	$783K	Buy	24,000 +176	+0.7%	+$5.24K	0.51%	27
2016 Q1	$705K	Buy	23,824 +1,433	+6%	+$39.7K	0.49%	26
2015 Q4	$582K	Buy	22,391 +460	+2%	+$11.7K	0.43%	28
2015 Q3	$540K	Buy	21,931 +47	+0.2%	+$1.2K	0.43%	30
2015 Q2	$587K	Sell	21,884 -3,202	-13%	-$82.8K	0.43%	27
2015 Q1	$619K	Sell	25,086 -1,887	-7%	-$48K	0.5%	26
2014 Q4	$684K	Buy	+26,973	New	+$700K	0.63%	25

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

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

Inspirion Wealth Advisors sold out of AT&T (T) in Q4 2025, closing a stake of 10,038 shares — an estimated $221K sold.

Inspirion Wealth Advisors first reported a position in T in Q4 2014 and held it in 42 quarters. The position peaked at $818K in Q4 2016. 2,851 funds tracked by Wall St. Rank hold T as of Q4 2025.

Inspirion Wealth Advisors reported no remaining AT&T position as of Q4 2025 after selling out during the quarter.
Inspirion Wealth Advisors sold 10,038 AT&T shares in Q4 2025, an estimated $221K.
Inspirion Wealth Advisors first reported a position in AT&T in Q4 2014 and held it in 42 quarters.
Inspirion Wealth Advisors's AT&T position peaked at $818K in Q4 2016.
2,851 funds tracked by Wall St. Rank held AT&T as of Q4 2025.

Based on Inspirion Wealth Advisors's 13F filing for Q4 2025, filed 9 Jan 2026.