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Marshall Financial Group (Pennsylvania)’s AT&T T Stock Holding History

Marshall Financial Group (Pennsylvania)’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
Q3 		$275K Buy
9,744
+451
+5% +$12.8K 0.08% 46
2025
Q2 		$269K Buy
9,293
+22
+0.2% +$606 0.08% 46
2025
Q1 		$262K Buy
9,271
+60
+0.7% +$1.51K 0.08% 49
2024
Q4 		$210K Buy
9,211
+65
+0.7% +$1.46K 0.06% 52
2024
Q3 		$201K Buy
+9,146
New +$182K 0.06% 53
2024
Q2 		– Sell
-11,491
Closed -$202K – 59
2024
Q1 		$202K Buy
+11,491
New +$196K 0.07% 54
2022
Q2 		– Sell
-11,839
Closed -$211K – 58
2022
Q1 		$211K Buy
11,839
+50
+0.4% +$925 0.08% 53
2021
Q4 		$219K Buy
11,789
+8
+0.1% +$150 0.08% 57
2021
Q3 		$240K Buy
11,781
+42
+0.4% +$882 0.1% 56
2021
Q2 		$255K Buy
11,739
+39
+0.3% +$887 0.11% 53
2021
Q1 		$268K Buy
11,700
+49
+0.4% +$1.08K 0.12% 51
2020
Q4 		$253K Buy
11,651
+41
+0.4% +$884 0.12% 49
2020
Q3 		$250K Buy
11,610
+1
+0% +$22 0.15% 47
2020
Q2 		$265K Hold
11,609
– – 0.18% 44
2020
Q1 		$256K Hold
11,609
– – 0.21% 40
2019
Q4 		$343K Buy
11,609
+1
+0% +$29 0.23% 40
2019
Q3 		$332K Sell
11,608
-5,391
-32% -$143K 0.25% 40
2019
Q2 		$430K Hold
16,999
– – 0.33% 34
2019
Q1 		$403K Sell
16,999
-1,267
-7% -$29.1K 0.33% 36
2018
Q4 		$394K Buy
+18,266
New +$425K 0.37% 32

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Marshall Financial Group (Pennsylvania)'s T Position: Q3 2025 in Review

Marshall Financial Group (Pennsylvania) increased its AT&T (T) stake by 4.9% in Q3 2025, buying an estimated $12.8K and bringing the position to 9,744 shares worth $275K. The position accounts for 0.08% of the portfolio, ranked #46.

Marshall Financial Group (Pennsylvania) first reported a position in T in Q4 2018 and has held it in 20 quarters since. The position peaked at $430K in Q2 2019. 2,862 funds tracked by Wall St. Rank hold T as of Q3 2025.

  • Marshall Financial Group (Pennsylvania) held 9,744 shares of AT&T worth $275K as of Q3 2025.
  • Marshall Financial Group (Pennsylvania) bought 451 AT&T shares in Q3 2025, an estimated $12.8K.
  • AT&T made up 0.08% of Marshall Financial Group (Pennsylvania)'s portfolio in Q3 2025, its #46 holding.
  • Marshall Financial Group (Pennsylvania) first reported a position in AT&T in Q4 2018 and has held it in 20 quarters since.
  • Marshall Financial Group (Pennsylvania)'s AT&T position peaked at $430K in Q2 2019.
  • 2,862 funds tracked by Wall St. Rank held AT&T as of Q3 2025.

Based on Marshall Financial Group (Pennsylvania)'s 13F filing for Q3 2025, filed 4 Nov 2025.