Old North State Wealth Management’s AT&T T Stock Holding History

Old North State 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 Q3	–	Sell	-10,273	Closed	-$297K	–	127
2025 Q2	$297K	Sell	10,273 -1,363	-12%	-$37.6K	0.16%	98
2025 Q1	$329K	Buy	+11,636	New	+$293K	0.18%	88
2023 Q3	–	Sell	-224,689	Closed	-$3.58M	–	75
2023 Q2	$3.58M	Buy	224,689 +5,785	+3%	+$98.5K	3.14%	8
2023 Q1	$4.22M	Buy	218,904 +18,411	+9%	+$352K	3.94%	4
2022 Q4	$3.69M	Sell	200,493 -50,671	-20%	-$907K	3.71%	6
2022 Q3	$3.85M	Buy	251,164 +3,023	+1%	+$55K	4.45%	5
2022 Q2	$5.2M	Sell	248,141 -17,185	-6%	-$343K	5.92%	2
2022 Q1	$4.74M	Buy	265,326 +37,970	+17%	+$703K	4.73%	4
2021 Q4	$4.23M	Buy	+227,356	New	+$4.25M	4.26%	7

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

Old North State Wealth Management's T Position: Q3 2025 in Review

Old North State Wealth Management sold out of AT&T (T) in Q3 2025, closing a stake of 10,273 shares — an estimated $297K sold.

Old North State Wealth Management first reported a position in T in Q4 2021 and held it in 9 quarters. The position peaked at $5.2M in Q2 2022. 2,861 funds tracked by Wall St. Rank hold T as of Q3 2025.

Old North State Wealth Management reported no remaining AT&T position as of Q3 2025 after selling out during the quarter.
Old North State Wealth Management sold 10,273 AT&T shares in Q3 2025, an estimated $297K.
Old North State Wealth Management first reported a position in AT&T in Q4 2021 and held it in 9 quarters.
Old North State Wealth Management's AT&T position peaked at $5.2M in Q2 2022.
2,861 funds tracked by Wall St. Rank held AT&T as of Q3 2025.

Based on Old North State Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.