LGT Group Foundation’s AT&T T Stock Holding History

LGT Group Foundation’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	$3.34M	Sell	115,373 -29,402	-20%	-$785K	0.04%	137
2025 Q4	$3.59M	Buy	144,775 +6,769	+5%	+$171K	0.04%	146
2025 Q3	$3.8M	Sell	138,006 -4,264	-3%	-$121K	0.04%	150
2025 Q2	$4.12M	Sell	142,270 -11,429	-7%	-$315K	0.05%	141
2025 Q1	$4.35M	Buy	153,699 +3,349	+2%	+$84.2K	0.06%	140
2024 Q4	$3.42M	Sell	150,350 -57,340	-28%	-$1.29M	0.05%	151
2024 Q3	$4.61M	Sell	207,690 -463,607	-69%	-$9.23M	0.08%	141
2024 Q2	$12.8M	Buy	671,297 +33,552	+5%	+$583K	0.2%	76
2024 Q1	$11.2M	Sell	637,745 -19,908	-3%	-$340K	0.27%	81
2023 Q4	$11M	Buy	657,653 +28,835	+5%	+$455K	0.24%	94
2023 Q3	$9.22M	Buy	628,818 +10,165	+2%	+$149K	0.23%	95
2023 Q2	$9.87M	Buy	618,653 +11,312	+2%	+$193K	0.24%	99
2023 Q1	$11.7M	Buy	607,341 +133,031	+28%	+$2.54M	0.34%	76
2022 Q4	$8.73M	Sell	474,310 -75,650	-14%	-$1.35M	0.27%	93
2022 Q3	$8.44M	Buy	549,960 +13,878	+3%	+$253K	0.33%	76
2022 Q2	$11.2M	Buy	536,082 +201,528	+60%	+$4.02M	0.34%	68
2022 Q1	$6.06M	Buy	334,554 +55,889	+20%	+$1.03M	0.14%	124
2021 Q4	$5.18M	Buy	+278,665	New	+$5.21M	0.13%	121

Other funds holding T

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return