Kathleen S. Wright Associates’s AT&T T Stock Holding History

Kathleen S. Wright Associates’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	-450	Closed	-$13K	–	247
2025 Q2	$13K	Hold	450	–	–	0.01%	210
2025 Q1	$12.7K	Hold	450	–	–	0.01%	213
2024 Q4	$10.2K	Sell	450 -77	-15%	-$1.73K	﹤0.01%	219
2024 Q3	$11.6K	Hold	527	–	–	﹤0.01%	244
2024 Q2	$10.1K	Sell	527 -28	-5%	-$487	﹤0.01%	194
2024 Q1	$9.77K	Buy	+555	New	+$9.48K	﹤0.01%	189

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

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

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

Kathleen S. Wright Associates's T Position: Q3 2025 in Review

Kathleen S. Wright Associates sold out of AT&T (T) in Q3 2025, closing a stake of 450 shares — an estimated $13K sold.

Kathleen S. Wright Associates first reported a position in T in Q1 2024 and held it in 6 quarters. The position peaked at $13K in Q2 2025. 2,861 funds tracked by Wall St. Rank hold T as of Q3 2025.

Kathleen S. Wright Associates reported no remaining AT&T position as of Q3 2025 after selling out during the quarter.
Kathleen S. Wright Associates sold 450 AT&T shares in Q3 2025, an estimated $13K.
Kathleen S. Wright Associates first reported a position in AT&T in Q1 2024 and held it in 6 quarters.
Kathleen S. Wright Associates's AT&T position peaked at $13K in Q2 2025.
2,861 funds tracked by Wall St. Rank held AT&T as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.