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Marcum Wealth’s AT&T T Stock Holding History

Marcum Wealth’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
Q1 		$1.45M Buy
51,200
+1,246
+2% +$31.3K 0.13% 84
2024
Q4 		$1.14M Buy
49,954
+1,809
+4% +$40.7K 0.1% 98
2024
Q3 		$1.06M Sell
48,145
-2,312
-5% -$46K 0.1% 103
2024
Q2 		$964K Buy
50,457
+2,636
+6% +$45.8K 0.1% 109
2024
Q1 		$842K Sell
47,821
-3,167
-6% -$54.1K 0.09% 122
2023
Q4 		$856K Buy
50,988
+1,426
+3% +$22.5K 0.09% 113
2023
Q3 		$744K Sell
49,562
-8,543
-15% -$125K 0.09% 117
2023
Q2 		$927K Sell
58,105
-3,557
-6% -$60.6K 0.11% 98
2023
Q1 		$1.19M Buy
61,662
+2,369
+4% +$45.3K 0.15% 75
2022
Q4 		$1.09M Sell
59,293
-3,918
-6% -$70.1K 0.14% 77
2022
Q3 		$970K Buy
63,211
+3,982
+7% +$72.5K 0.15% 82
2022
Q2 		$1.24M Sell
59,229
-60,924
-51% -$1.21M 0.19% 67
2022
Q1 		$2.14M Buy
120,153
+12,810
+12% +$237K 0.3% 37
2021
Q4 		$1.99M Sell
107,343
-4,606
-4% -$86.1K 0.28% 45
2021
Q3 		$2.28M Buy
111,949
+54,810
+96% +$1.15M 0.36% 31
2021
Q2 		$1.24M Sell
57,139
-2,424
-4% -$55.1K 0.2% 70
2021
Q1 		$1.36M Buy
59,563
+18,001
+43% +$398K 0.22% 63
2020
Q4 		$903K Buy
41,562
+2,127
+5% +$45.9K 0.21% 40
2020
Q3 		$849K Buy
39,435
+12,995
+49% +$290K 0.26% 39
2020
Q2 		$604K Sell
26,440
-10,572
-29% -$241K 0.19% 46
2020
Q1 		$815K Sell
37,012
-416
-1% -$11.4K 0.32% 29
2019
Q4 		$1.1M Buy
+37,428
New +$1.08M 0.41% 29

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Marcum Wealth's T Position: Q1 2025 in Review

Marcum Wealth increased its AT&T (T) stake by 2.5% in Q1 2025, buying an estimated $31.3K and bringing the position to 51,200 shares worth $1.45M. The position accounts for 0.13% of the portfolio, ranked #84.

Marcum Wealth first reported a position in T in Q4 2019 and has held it in 22 quarters since. The position peaked at $2.28M in Q3 2021. 2,859 funds tracked by Wall St. Rank hold T as of Q1 2025.

  • Marcum Wealth held 51,200 shares of AT&T worth $1.45M as of Q1 2025.
  • Marcum Wealth bought 1,246 AT&T shares in Q1 2025, an estimated $31.3K.
  • AT&T made up 0.13% of Marcum Wealth's portfolio in Q1 2025, its #84 holding.
  • Marcum Wealth first reported a position in AT&T in Q4 2019 and has held it in 22 quarters since.
  • Marcum Wealth's AT&T position peaked at $2.28M in Q3 2021.
  • 2,859 funds tracked by Wall St. Rank held AT&T as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.