Jackson Wealth Management’s AT&T T Stock Holding History

Jackson Wealth Management’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	-18,682	Closed	-$541K	–	176
2025 Q2	$541K	Buy	18,682 +770	+4%	+$21.2K	0.06%	109
2025 Q1	$507K	Buy	+17,912	New	+$450K	0.06%	111
2021 Q4	–	Sell	-33,100	Closed	–	–	123
2021 Q3	$0	Buy	+33,100	New	+$695K	﹤0.01%	115
2018 Q4	–	Sell	-17,665	Closed	-$448K	–	101
2018 Q3	$448K	Buy	17,665 +740	+4%	+$18.1K	0.09%	85
2018 Q2	$387K	Buy	+16,925	New	+$425K	0.09%	86
2018 Q1	–	Sell	-23,424	Closed	-$663K	–	102
2017 Q4	$663K	Buy	23,424 +33	+0.1%	+$901	0.17%	86
2017 Q3	$680K	Buy	23,391 +5,301	+29%	+$150K	0.18%	78
2017 Q2	$531K	Buy	+18,090	New	+$533K	0.17%	69
2015 Q4	–	Sell	-6,387	Closed	-$157K	–	110
2015 Q3	$157K	Buy	+6,387	New	+$163K	0.06%	100
2015 Q2	–	Sell	-8,377	Closed	-$207K	–	122
2015 Q1	$207K	Sell	8,377 -3,260	-28%	-$82.9K	0.07%	110
2014 Q4	$295K	Buy	+11,637	New	+$302K	0.1%	102

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jackson Wealth Management's T Position: Q3 2025 in Review

Jackson Wealth Management sold out of AT&T (T) in Q3 2025, closing a stake of 18,682 shares — an estimated $541K sold.

Jackson Wealth Management first reported a position in T in Q4 2014 and held it in 11 quarters. The position peaked at $680K in Q3 2017. 2,867 funds tracked by Wall St. Rank hold T as of Q3 2025.

Jackson Wealth Management reported no remaining AT&T position as of Q3 2025 after selling out during the quarter.
Jackson Wealth Management sold 18,682 AT&T shares in Q3 2025, an estimated $541K.
Jackson Wealth Management first reported a position in AT&T in Q4 2014 and held it in 11 quarters.
Jackson Wealth Management's AT&T position peaked at $680K in Q3 2017.
2,867 funds tracked by Wall St. Rank held AT&T as of Q3 2025.

Based on Jackson Wealth Management's 13F filing for Q3 2025, filed 3 Oct 2025.