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Keystone Wealth Services’s AT&T T Stock Holding History

Keystone Wealth Services’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
-7,003
Closed -$203K – 308
2025
Q2 		$203K Sell
7,003
-177
-2% -$4.88K 0.05% 274
2025
Q1 		$203K Buy
+7,180
New +$181K 0.06% 265
2024
Q2 		– Sell
-10,298
Closed -$181K – 237
2024
Q1 		$181K Buy
10,298
+236
+2% +$4.03K 0.06% 215
2023
Q4 		$169K Sell
10,062
-970
-9% -$15.3K 0.06% 212
2023
Q3 		$166K Sell
11,032
-1,207
-10% -$17.7K 0.06% 197
2023
Q2 		$195K Sell
12,239
-836
-6% -$14.2K 0.07% 196
2023
Q1 		$252K Buy
13,075
+1,049
+9% +$20K 0.1% 169
2022
Q4 		$221K Sell
12,026
-2,943
-20% -$52.7K 0.1% 171
2022
Q3 		$230K Sell
14,969
-28
-0.2% -$509 0.11% 145
2022
Q2 		$314K Sell
14,997
-5,614
-27% -$112K 0.14% 119
2022
Q1 		$368K Buy
20,611
+20
+0.1% +$370 0.15% 114
2021
Q4 		$383K Buy
+20,591
New +$385K 0.16% 112

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

Keystone Wealth Services's T Position: Q3 2025 in Review

Keystone Wealth Services sold out of AT&T (T) in Q3 2025, closing a stake of 7,003 shares — an estimated $203K sold.

Keystone Wealth Services first reported a position in T in Q4 2021 and held it in 12 quarters. The position peaked at $383K in Q4 2021. 2,861 funds tracked by Wall St. Rank hold T as of Q3 2025.

  • Keystone Wealth Services reported no remaining AT&T position as of Q3 2025 after selling out during the quarter.
  • Keystone Wealth Services sold 7,003 AT&T shares in Q3 2025, an estimated $203K.
  • Keystone Wealth Services first reported a position in AT&T in Q4 2021 and held it in 12 quarters.
  • Keystone Wealth Services's AT&T position peaked at $383K in Q4 2021.
  • 2,861 funds tracked by Wall St. Rank held AT&T as of Q3 2025.

Based on Keystone Wealth Services's 13F filing for Q3 2025, filed 22 Oct 2025.