Lord & Richards Wealth Management’s AT&T T Stock Holding History

Lord & Richards 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 Q2	–	Sell	-509	Closed	-$14.4K	–	151
2025 Q1	$14.4K	Buy	+509	New	+$12.8K	0.02%	114

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 Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Lord & Richards Wealth Management's T Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of AT&T (T) in Q2 2025, closing a stake of 509 shares — an estimated $14.4K sold.

Lord & Richards Wealth Management first reported a position in T in Q1 2025 and held it in 1 quarter. The position peaked at $14.4K in Q1 2025. 2,882 funds tracked by Wall St. Rank hold T as of Q2 2025.

Lord & Richards Wealth Management reported no remaining AT&T position as of Q2 2025 after selling out during the quarter.
Lord & Richards Wealth Management sold 509 AT&T shares in Q2 2025, an estimated $14.4K.
Lord & Richards Wealth Management first reported a position in AT&T in Q1 2025 and held it in 1 quarter.
Lord & Richards Wealth Management's AT&T position peaked at $14.4K in Q1 2025.
2,882 funds tracked by Wall St. Rank held AT&T as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.