L.M. Kohn & Company’s AT&T T Stock Holding History

L.M. Kohn & Company’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	$510K	Sell	18,061 -2,815	-13%	-$79.9K	0.61%	48
2025 Q2	$604K	Buy	20,876 +1,013	+5%	+$27.9K	0.16%	119
2025 Q1	$562K	Sell	19,863 -9,070	-31%	-$228K	0.15%	136
2024 Q4	$659K	Buy	28,933 +240	+0.8%	+$5.4K	0.17%	120
2024 Q3	$631K	Buy	28,693 +9,278	+48%	+$185K	0.16%	127
2024 Q2	$371K	Buy	19,415 +1,806	+10%	+$31.4K	0.1%	167
2024 Q1	$310K	Buy	17,609 +1,077	+7%	+$18.4K	0.09%	200
2023 Q4	$277K	Sell	16,532 -176	-1%	-$2.78K	0.09%	188
2023 Q3	$251K	Sell	16,708 -240	-1%	-$3.52K	0.09%	194
2023 Q2	$270K	Buy	+16,948	New	+$289K	0.1%	181
2023 Q1	–	Sell	-10,186	Closed	-$188K	–	236
2022 Q4	$188K	Sell	10,186 -1,018	-9%	-$18.2K	0.09%	201
2022 Q3	$172K	Buy	11,204 +305	+3%	+$5.55K	0.08%	199
2022 Q2	$229K	Sell	10,899 -4,392	-29%	-$87.6K	0.11%	200
2022 Q1	$273K	Buy	+15,291	New	+$283K	0.11%	197

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

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 $1.56T 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