SWM
T icon

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

Selective 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
Q4 		– Sell
-8,495
Closed -$222K – 114
2025
Q3 		$222K Sell
8,495
-2,311
-21% -$65.6K 0.07% 94
2025
Q2 		$304K Sell
10,806
-1,811
-14% -$49.9K 0.11% 80
2025
Q1 		$338K Sell
12,617
-567
-4% -$14.3K 0.15% 65
2024
Q4 		$287K Sell
13,184
-1,070
-8% -$24.1K 0.12% 82
2024
Q3 		$312K Sell
14,254
-2,377
-14% -$47.3K 0.13% 82
2024
Q2 		$313K Hold
16,631
– – 0.14% 79
2024
Q1 		$278K Buy
16,631
+200
+1% +$3.42K 0.12% 86
2023
Q4 		$282K Buy
16,431
+72
+0.4% +$1.14K 0.14% 67
2023
Q3 		$240K Sell
16,359
-826
-5% -$12.1K 0.13% 72
2023
Q2 		$262K Buy
+17,185
New +$293K 0.13% 86
2022
Q4 		$401K Sell
20,843
-4,715
-18% -$84.4K 0.21% 67
2022
Q3 		$392K Sell
25,558
-5,971
-19% -$109K 0.17% 75
2022
Q2 		$661K Sell
31,529
-23,408
-43% -$467K 0.24% 62
2022
Q1 		$980K Sell
54,937
-646
-1% -$12K 0.36% 39
2021
Q4 		$1.03M Sell
55,583
-6,090
-10% -$114K 0.42% 34
2021
Q3 		$1.26M Sell
61,673
-15,829
-20% -$333K 0.67% 25
2021
Q2 		$1.69M Sell
77,502
-33,563
-30% -$763K 1.34% 18
2021
Q1 		$2.54M Buy
111,065
+4,168
+4% +$92.2K 2.31% 13
2020
Q4 		$2.32M Buy
106,897
+13,693
+15% +$295K 1.5% 18
2020
Q3 		$2.01M Buy
93,204
+7,298
+8% +$163K 1.57% 17
2020
Q2 		$1.96M Buy
85,906
+71,297
+488% +$1.62M 1.62% 15
2020
Q1 		$322K Buy
14,609
+12
+0.1% +$328 0.5% 12
2019
Q4 		$431K Buy
14,597
+12
+0.1% +$346 0.52% 14
2019
Q3 		$417K Sell
14,585
-4,688
-24% -$124K 0.57% 15
2019
Q2 		$488K Buy
19,273
+4,472
+30% +$107K 0.79% 16
2019
Q1 		$351K Buy
+14,801
New +$340K 0.42% 20
2018
Q3 		$405K Buy
+15,977
New +$391K 4.84% 6

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Selective Wealth Management's T Position: Q4 2025 in Review

Selective Wealth Management sold out of AT&T (T) in Q4 2025, closing a stake of 8,495 shares — an estimated $222K sold.

Selective Wealth Management first reported a position in T in Q3 2018 and held it in 27 quarters. The position peaked at $2.54M in Q1 2021. 2,851 funds tracked by Wall St. Rank hold T as of Q4 2025.

  • Selective Wealth Management reported no remaining AT&T position as of Q4 2025 after selling out during the quarter.
  • Selective Wealth Management sold 8,495 AT&T shares in Q4 2025, an estimated $222K.
  • Selective Wealth Management first reported a position in AT&T in Q3 2018 and held it in 27 quarters.
  • Selective Wealth Management's AT&T position peaked at $2.54M in Q1 2021.
  • 2,851 funds tracked by Wall St. Rank held AT&T as of Q4 2025.

Based on Selective Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.