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Strategic Wealth Investment Group’s AT&T T Stock Holding History

Strategic Wealth Investment 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
Q4 		– Sell
-8,184
Closed -$231K – 123
2025
Q3 		$231K Buy
8,184
+8,154
+27,180% +$232K 0.02% 121
2025
Q2 		$868 Buy
+30
New +$827 ﹤0.01% 133
2024
Q3 		– Sell
-13,719
Closed -$260K – 142
2024
Q2 		$260K Buy
+13,719
New +$239K 0.03% 114
2023
Q4 		$4.74M Buy
282,762
+20,242
+8% +$320K 0.71% 46
2023
Q3 		$3.94M Buy
262,520
+46,989
+22% +$689K 0.71% 46
2023
Q2 		$3.44M Buy
+215,531
New +$3.67M 0.55% 50
2023
Q1 		– Sell
-135,442
Closed -$2.59M – 48
2022
Q4 		$2.58M Buy
135,442
+23,008
+20% +$412K 0.6% 47
2022
Q3 		$1.73M Buy
112,434
+8,284
+8% +$151K 0.5% 47
2022
Q2 		$2.18M Sell
104,150
-96,375
-48% -$1.92M 0.55% 52
2022
Q1 		$3.58M Buy
200,525
+13,743
+7% +$254K 0.85% 35
2021
Q4 		$3.47M Buy
186,782
+9,012
+5% +$168K 0.9% 34
2021
Q3 		$3.62M Buy
177,770
+11,879
+7% +$250K 1.08% 26
2021
Q2 		$3.61M Buy
165,891
+36,234
+28% +$824K 1.28% 20
2021
Q1 		$2.96M Buy
129,657
+22,661
+21% +$501K 1.42% 16
2020
Q4 		$2.32M Buy
106,996
+22,305
+26% +$481K 1.36% 16
2020
Q3 		$1.82M Buy
84,691
+10,698
+14% +$239K 1.37% 18
2020
Q2 		$1.69M Sell
73,993
-41,488
-36% -$945K 1.65% 15
2020
Q1 		$2.54M Buy
115,481
+8,240
+8% +$225K 4.14% 8
2019
Q4 		$3.17M Buy
+107,241
New +$3.1M 3.28% 9

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

Strategic Wealth Investment Group's T Position: Q4 2025 in Review

Strategic Wealth Investment Group sold out of AT&T (T) in Q4 2025, closing a stake of 8,184 shares — an estimated $231K sold.

Strategic Wealth Investment Group first reported a position in T in Q4 2019 and held it in 19 quarters. The position peaked at $4.74M in Q4 2023. 2,850 funds tracked by Wall St. Rank hold T as of Q4 2025.

  • Strategic Wealth Investment Group reported no remaining AT&T position as of Q4 2025 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 8,184 AT&T shares in Q4 2025, an estimated $231K.
  • Strategic Wealth Investment Group first reported a position in AT&T in Q4 2019 and held it in 19 quarters.
  • Strategic Wealth Investment Group's AT&T position peaked at $4.74M in Q4 2023.
  • 2,850 funds tracked by Wall St. Rank held AT&T as of Q4 2025.

Based on Strategic Wealth Investment Group's 13F filing for Q4 2025, filed 11 Feb 2026.