LPT
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Legacy Private Trust’s AT&T T Stock Holding History

Legacy Private Trust’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
2026
Q1 		$336K Buy
+11,576
New +$309K 0.02% 223
2017
Q3 		– Sell
-10,622
Closed -$302K – 247
2017
Q2 		$302K Sell
10,622
-1,193
-10% -$35.2K 0.04% 199
2017
Q1 		$371K Sell
11,815
-2,086
-15% -$65.6K 0.05% 189
2016
Q4 		$447K Sell
13,901
-264
-2% -$7.79K 0.06% 185
2016
Q3 		$435K Sell
14,165
-65
-0.5% -$2.05K 0.06% 184
2016
Q2 		$464K Sell
14,230
-2,503
-15% -$74.5K 0.07% 173
2016
Q1 		$495K Sell
16,733
-16,372
-49% -$453K 0.07% 172
2015
Q4 		$861K Sell
33,105
-781
-2% -$19.8K 0.13% 141
2015
Q3 		$834K Sell
33,886
-1,542
-4% -$39.3K 0.13% 142
2015
Q2 		$950K Sell
35,428
-2,661
-7% -$68.8K 0.14% 142
2015
Q1 		$939K Sell
38,089
-38
-0.1% -$966 0.14% 146
2014
Q4 		$967K Sell
38,127
-6,187
-14% -$161K 0.14% 150
2014
Q3 		$1.18M Sell
44,314
-15,986
-27% -$425K 0.18% 134
2014
Q2 		$1.61M Buy
60,300
+40,741
+208% +$1.09M 0.25% 107
2014
Q1 		$519K Buy
19,559
+5,571
+40% +$140K 0.09% 143
2013
Q4 		$371K Sell
13,988
-5,534
-28% -$146K 0.07% 159
2013
Q3 		$499K Buy
19,522
+3,919
+25% +$103K 0.11% 121
2013
Q2 		$417K Buy
+15,603
New +$433K 0.1% 129

Other funds holding T

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return