Ullmann Wealth Partners Group’s AT&T T Stock Holding History

Ullmann Wealth Partners 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
2026 Q1	$220K	Sell	7,576 -3,564	-32%	-$95.2K	0.02%	147
2025 Q4	$276K	Buy	11,140 +38	+0.3%	+$962	0.03%	130
2025 Q3	$314K	Buy	11,102 +1,329	+14%	+$37.7K	0.03%	123
2025 Q2	$283K	Buy	9,773 +220	+2%	+$6.06K	0.03%	125
2025 Q1	$270K	Buy	+9,553	New	+$240K	0.04%	121
2021 Q2	–	Sell	-10,564	Closed	-$242K	–	85
2021 Q1	$242K	Hold	10,564	–	–	0.11%	71
2020 Q4	$229K	Buy	+10,564	New	+$228K	0.11%	64
2020 Q3	–	Sell	-8,930	Closed	-$204K	–	70
2020 Q2	$204K	Sell	8,930 -531	-6%	-$12.1K	0.13%	64
2020 Q1	$208K	Buy	9,461 +660	+7%	+$18K	0.16%	52
2019 Q4	$260K	Buy	8,801 +41	+0.5%	+$1.18K	0.16%	57
2019 Q3	$250K	Buy	8,760 +689	+9%	+$18.3K	0.15%	54
2019 Q2	$204K	Sell	8,071 -771	-9%	-$18.5K	0.13%	65
2019 Q1	$209K	Buy	+8,842	New	+$203K	0.13%	64
2017 Q3	–	Sell	-3,219	Closed	-$91K	–	124
2017 Q2	$91K	Hold	3,219	–	–	0.07%	76
2017 Q1	$101K	Buy	+3,219	New	+$101K	0.08%	65

Other funds holding T

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return