PWM
T icon

PBMares Wealth Management’s AT&T T Stock Holding History

PBMares 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 		$851K Buy
30,136
+2,000
+7% +$56.8K 0.14% 83
2025
Q2 		$814K Buy
28,136
+1,696
+6% +$46.7K 0.15% 80
2025
Q1 		$748K Buy
26,440
+298
+1% +$7.49K 0.15% 83
2024
Q4 		$595K Sell
26,142
-227
-0.9% -$5.11K 0.12% 100
2024
Q3 		$580K Sell
26,369
-701
-3% -$13.9K 0.12% 99
2024
Q2 		$517K Buy
27,070
+2,235
+9% +$38.9K 0.13% 99
2024
Q1 		$437K Sell
24,835
-600
-2% -$10.2K 0.11% 115
2023
Q4 		$427K Buy
+25,435
New +$402K 0.13% 116
2021
Q4 		– Sell
-10,805
Closed -$220K – 160
2021
Q3 		$220K Sell
10,805
-1,238
-10% -$26K 0.1% 141
2021
Q2 		$262K Buy
12,043
+752
+7% +$17.1K 0.14% 128
2021
Q1 		$258K Sell
11,291
-843
-7% -$18.6K 0.21% 120
2020
Q4 		$264K Buy
+12,134
New +$262K 0.3% 102
2020
Q2 		– Sell
-10,521
Closed -$232K – 114
2020
Q1 		$232K Buy
10,521
+1,977
+23% +$54K 0.37% 89
2019
Q4 		$252K Buy
+8,544
New +$247K 0.3% 102

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

PBMares Wealth Management's T Position: Q3 2025 in Review

PBMares Wealth Management increased its AT&T (T) stake by 7.1% in Q3 2025, buying an estimated $56.8K and bringing the position to 30,136 shares worth $851K. The position accounts for 0.14% of the portfolio, ranked #83.

PBMares Wealth Management first reported a position in T in Q4 2019 and has held it in 14 quarters since. 2,861 funds tracked by Wall St. Rank hold T as of Q3 2025.

  • PBMares Wealth Management held 30,136 shares of AT&T worth $851K as of Q3 2025.
  • PBMares Wealth Management bought 2,000 AT&T shares in Q3 2025, an estimated $56.8K.
  • AT&T made up 0.14% of PBMares Wealth Management's portfolio in Q3 2025, its #83 holding.
  • PBMares Wealth Management first reported a position in AT&T in Q4 2019 and has held it in 14 quarters since.
  • 2,861 funds tracked by Wall St. Rank held AT&T as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.