Morningstar Investment Management’s AT&T T Stock Holding History

Morningstar Investment 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 Q3	–	Sell	-31,650	Closed	-$916K	–	523
2025 Q2	$916K	Sell	31,650 -5,482	-15%	-$151K	0.08%	73
2025 Q1	$1.05M	Sell	37,132 -1,991	-5%	-$50.1K	0.09%	52
2024 Q4	$891K	Hold	39,123	–	–	0.07%	81
2024 Q3	$832K	Buy	39,123 +10,730	+38%	+$214K	0.08%	105
2024 Q2	$543K	Hold	28,393	–	–	0.06%	118
2024 Q1	$500K	Hold	28,393	–	–	0.05%	124
2023 Q4	$476K	Sell	28,393 -692	-2%	-$10.9K	0.05%	128
2023 Q3	$437K	Hold	29,085	–	–	0.06%	105
2023 Q2	$464K	Buy	+29,085	New	+$495K	0.06%	105

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Morningstar Investment Management's T Position: Q3 2025 in Review

Morningstar Investment Management sold out of AT&T (T) in Q3 2025, closing a stake of 31,650 shares — an estimated $916K sold.

Morningstar Investment Management first reported a position in T in Q2 2023 and held it in 9 quarters. The position peaked at $1.05M in Q1 2025. 2,863 funds tracked by Wall St. Rank hold T as of Q3 2025.

Morningstar Investment Management reported no remaining AT&T position as of Q3 2025 after selling out during the quarter.
Morningstar Investment Management sold 31,650 AT&T shares in Q3 2025, an estimated $916K.
Morningstar Investment Management first reported a position in AT&T in Q2 2023 and held it in 9 quarters.
Morningstar Investment Management's AT&T position peaked at $1.05M in Q1 2025.
2,863 funds tracked by Wall St. Rank held AT&T as of Q3 2025.

Based on Morningstar Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.