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Litman Gregory Wealth Management’s AT&T T Stock Holding History

Litman Gregory Wealth Management’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
Q4 		$501K Hold
20,160
– – 0.04% 99
2025
Q3 		$569K Sell
20,160
-250
-1% -$7.1K 0.04% 92
2025
Q2 		$591K Buy
20,410
+7,660
+60% +$211K 0.05% 85
2025
Q1 		$361K Sell
12,750
-9,500
-43% -$239K 0.03% 107
2024
Q4 		$507K Sell
22,250
-7,500
-25% -$169K 0.04% 81
2024
Q3 		$655K Sell
29,750
-19,750
-40% -$393K 0.05% 79
2024
Q2 		$946K Sell
49,500
-8,625
-15% -$150K 0.08% 72
2024
Q1 		$1.02M Sell
58,125
-2,500
-4% -$42.7K 0.09% 72
2023
Q4 		$1.02M Sell
60,625
-8,903
-13% -$141K 0.1% 70
2023
Q3 		$1.04M Buy
+69,528
New +$1.02M 0.11% 67
2021
Q2 		– Sell
-789
Closed -$18K – 175
2021
Q1 		$18K Buy
789
+568
+257% +$12.6K ﹤0.01% 138
2020
Q4 		$5K Sell
221
-4,258
-95% -$91.8K ﹤0.01% 167
2020
Q3 		$96K Buy
4,479
+530
+13% +$11.8K 0.02% 74
2020
Q2 		$90K Buy
3,949
+3,531
+845% +$80.4K 0.02% 74
2020
Q1 		$9K Sell
418
-1,138
-73% -$31.1K ﹤0.01% 127
2019
Q4 		$46K Buy
1,556
+1,083
+229% +$31.3K 0.01% 97
2019
Q3 		$14K Sell
473
-472
-50% -$12.5K ﹤0.01% 129
2019
Q2 		$24K Buy
+945
New +$22.7K 0.01% 130
2019
Q1 		– Sell
-185
Closed -$4K – 148
2018
Q4 		$4K Buy
+185
New +$4.31K ﹤0.01% 137

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Litman Gregory Wealth Management's T Position: Q4 2025 in Review

Litman Gregory Wealth Management held its AT&T (T) position steady in Q4 2025 at 20,160 shares worth $501K. The position accounts for 0.04% of the portfolio, ranked #99.

Litman Gregory Wealth Management first reported a position in T in Q4 2018 and has held it in 19 quarters since. The position peaked at $1.04M in Q3 2023. 2,863 funds tracked by Wall St. Rank hold T as of Q4 2025.

  • Litman Gregory Wealth Management held 20,160 shares of AT&T worth $501K as of Q4 2025.
  • Litman Gregory Wealth Management left its AT&T share count unchanged in Q4 2025.
  • AT&T made up 0.04% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #99 holding.
  • Litman Gregory Wealth Management first reported a position in AT&T in Q4 2018 and has held it in 19 quarters since.
  • Litman Gregory Wealth Management's AT&T position peaked at $1.04M in Q3 2023.
  • 2,863 funds tracked by Wall St. Rank held AT&T as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.