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 $5.7T AUM 30.48% 1-Year Est. Return

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

Bank of America

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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon

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