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Stillwater Wealth Management Group’s AT&T T Stock Holding History

Stillwater Wealth Management Group’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
Q1 		$346K Buy
12,226
+1,143
+10% +$28.7K 0.3% 56
2024
Q4 		$252K Buy
+11,083
New +$249K 0.23% 62

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
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Stillwater Wealth Management Group's T Position: Q1 2025 in Review

Stillwater Wealth Management Group increased its AT&T (T) stake by 10% in Q1 2025, buying an estimated $28.7K and bringing the position to 12,226 shares worth $346K. The position accounts for 0.3% of the portfolio, ranked #56.

Stillwater Wealth Management Group first reported a position in T in Q4 2024 and has held it in 2 quarters since. 2,859 funds tracked by Wall St. Rank hold T as of Q1 2025.

  • Stillwater Wealth Management Group held 12,226 shares of AT&T worth $346K as of Q1 2025.
  • Stillwater Wealth Management Group bought 1,143 AT&T shares in Q1 2025, an estimated $28.7K.
  • AT&T made up 0.3% of Stillwater Wealth Management Group's portfolio in Q1 2025, its #56 holding.
  • Stillwater Wealth Management Group first reported a position in AT&T in Q4 2024 and has held it in 2 quarters since.
  • 2,859 funds tracked by Wall St. Rank held AT&T as of Q1 2025.

Based on Stillwater Wealth Management Group's 13F filing for Q1 2025, filed 1 May 2025.