TrueMark Investments’s AT&T T Stock Holding History

TrueMark Investments’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	-293,427	Closed	-$8.29M	–	283
2025 Q3	$8.29M	Sell	293,427 -157,218	-35%	-$4.46M	1.44%	19
2025 Q2	$13M	Buy	450,645 +10,748	+2%	+$296K	2.82%	4
2025 Q1	$12.4M	Buy	439,897 +321,434	+271%	+$8.08M	3.26%	2
2024 Q4	$2.7M	Buy	+118,463	New	+$2.67M	0.86%	48
2024 Q1	–	Sell	-161,645	Closed	-$2.71M	–	101
2023 Q4	$2.71M	Buy	+161,645	New	+$2.55M	2.7%	7

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TrueMark Investments's T Position: Q4 2025 in Review

TrueMark Investments sold out of AT&T (T) in Q4 2025, closing a stake of 293,427 shares — an estimated $8.29M sold.

TrueMark Investments first reported a position in T in Q4 2023 and held it in 5 quarters. The position peaked at $13M in Q2 2025. 2,857 funds tracked by Wall St. Rank hold T as of Q4 2025.

TrueMark Investments reported no remaining AT&T position as of Q4 2025 after selling out during the quarter.
TrueMark Investments sold 293,427 AT&T shares in Q4 2025, an estimated $8.29M.
TrueMark Investments first reported a position in AT&T in Q4 2023 and held it in 5 quarters.
TrueMark Investments's AT&T position peaked at $13M in Q2 2025.
2,857 funds tracked by Wall St. Rank held AT&T as of Q4 2025.

Based on TrueMark Investments's 13F filing for Q4 2025, filed 14 Jan 2026.