Lockerman Financial Group’s AT&T T Stock Holding History

Lockerman Financial Group’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	–	Sell	-7,362	Closed	-$208K	–	118
2025 Q3	$208K	Sell	7,362 -142	-2%	-$4.03K	0.26%	115
2025 Q2	$217K	Sell	7,504 -26	-0.3%	-$717	0.29%	115
2025 Q1	$213K	Buy	+7,530	New	+$189K	0.32%	110
2024 Q2	–	Sell	-11,083	Closed	-$195K	–	113
2024 Q1	$195K	Buy	11,083 +208	+2%	+$3.55K	0.37%	107
2023 Q4	$182K	Buy	10,875 +158	+1%	+$2.5K	0.42%	87
2023 Q3	$161K	Buy	+10,717	New	+$157K	0.43%	79

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lockerman Financial Group's T Position: Q4 2025 in Review

Lockerman Financial Group sold out of AT&T (T) in Q4 2025, closing a stake of 7,362 shares — an estimated $208K sold.

Lockerman Financial Group first reported a position in T in Q3 2023 and held it in 6 quarters. The position peaked at $217K in Q2 2025. 2,857 funds tracked by Wall St. Rank hold T as of Q4 2025.

Lockerman Financial Group reported no remaining AT&T position as of Q4 2025 after selling out during the quarter.
Lockerman Financial Group sold 7,362 AT&T shares in Q4 2025, an estimated $208K.
Lockerman Financial Group first reported a position in AT&T in Q3 2023 and held it in 6 quarters.
Lockerman Financial Group's AT&T position peaked at $217K in Q2 2025.
2,857 funds tracked by Wall St. Rank held AT&T as of Q4 2025.

Based on Lockerman Financial Group's 13F filing for Q4 2025, filed 21 Jan 2026.