JWM
T icon

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

JGP 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
Q4 		– Sell
-7,656
Closed -$207K – 243
2025
Q3 		$207K Buy
7,656
+431
+6% +$12.2K 0.02% 204
2025
Q2 		$209K Sell
7,225
-152
-2% -$4.19K 0.03% 193
2025
Q1 		$209K Buy
+7,377
New +$186K 0.03% 181
2022
Q2 		– Sell
-12,292
Closed -$224K – 159
2022
Q1 		$224K Sell
12,292
-1,561
-11% -$28.9K 0.04% 153
2021
Q4 		$274K Sell
13,853
-2,483
-15% -$46.4K 0.05% 147
2021
Q3 		$333K Sell
16,336
-354
-2% -$7.44K 0.07% 119
2021
Q2 		$363K Sell
16,690
-207,515
-93% -$4.72M 0.08% 119
2021
Q1 		$5.13M Buy
224,205
+4,483
+2% +$99.1K 1.15% 32
2020
Q4 		$4.79M Buy
219,722
+11,571
+6% +$250K 1.11% 32
2020
Q3 		$4.53M Buy
208,151
+10,727
+5% +$240K 1.2% 31
2020
Q2 		$4.54M Buy
197,424
+9,469
+5% +$216K 1.34% 28
2020
Q1 		$4.24M Buy
187,955
+349
+0.2% +$9.54K 1.5% 27
2019
Q4 		$5.54M Buy
187,606
+12,528
+7% +$362K 1.64% 20
2019
Q3 		$4.9M Buy
175,078
+2,696
+2% +$71.4K 1.7% 15
2019
Q2 		$4.36M Buy
172,382
+4,466
+3% +$107K 1.55% 20
2019
Q1 		$3.98M Buy
167,916
+74,933
+81% +$1.72M 1.51% 23
2018
Q4 		$2M Sell
92,983
-45,815
-33% -$1.07M 0.83% 52
2018
Q3 		$3.52M Buy
138,798
+1,212
+0.9% +$29.7K 1.41% 24
2018
Q2 		$3.34M Buy
+137,586
New +$3.45M 1.39% 25

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JGP Wealth Management's T Position: Q4 2025 in Review

JGP Wealth Management sold out of AT&T (T) in Q4 2025, closing a stake of 7,656 shares — an estimated $207K sold.

JGP Wealth Management first reported a position in T in Q2 2018 and held it in 19 quarters. The position peaked at $5.54M in Q4 2019. 2,857 funds tracked by Wall St. Rank hold T as of Q4 2025.

  • JGP Wealth Management reported no remaining AT&T position as of Q4 2025 after selling out during the quarter.
  • JGP Wealth Management sold 7,656 AT&T shares in Q4 2025, an estimated $207K.
  • JGP Wealth Management first reported a position in AT&T in Q2 2018 and held it in 19 quarters.
  • JGP Wealth Management's AT&T position peaked at $5.54M in Q4 2019.
  • 2,857 funds tracked by Wall St. Rank held AT&T as of Q4 2025.

Based on JGP Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.