Wealth Advisors of Iowa’s AT&T T Stock Holding History

Wealth Advisors of Iowa’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	-7,364	Closed	-$208K	–	86
2025 Q3	$208K	Buy	+7,364	New	+$209K	0.07%	80
2025 Q1	–	Sell	-9,417	Closed	-$214K	–	77
2024 Q4	$214K	Buy	+9,417	New	+$212K	0.11%	60
2024 Q3	–	Sell	-7,074	Closed	-$221K	–	74
2024 Q2	$221K	Buy	+7,074	New	+$123K	0.12%	47
2023 Q1	–	Sell	-29,251	Closed	-$539K	–	69
2022 Q4	$539K	Sell	29,251 -1,367	-4%	-$24.5K	0.44%	26
2022 Q3	$470K	Buy	30,618 +1,608	+6%	+$29.3K	0.44%	24
2022 Q2	$608K	Sell	29,010 -6,667	-19%	-$133K	0.33%	23
2022 Q1	$636K	Buy	+35,677	New	+$660K	0.32%	31
2021 Q4	–	Sell	-40,522	Closed	-$827K	–	65
2021 Q3	$827K	Sell	40,522 -14,725	-27%	-$309K	0.45%	23
2021 Q2	$1.2M	Buy	55,247 +13,961	+34%	+$318K	0.63%	17
2021 Q1	$944K	Buy	41,286 +14,141	+52%	+$313K	0.53%	17
2020 Q4	$590K	Buy	27,145 +13,638	+101%	+$294K	0.37%	23
2020 Q3	$291K	Hold	13,507	–	–	0.2%	24
2020 Q2	$308K	Sell	13,507 -1,324	-9%	-$30.2K	0.23%	23
2020 Q1	$327K	Buy	+14,831	New	+$405K	0.26%	17

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

Wealth Advisors of Iowa's T Position: Q4 2025 in Review

Wealth Advisors of Iowa sold out of AT&T (T) in Q4 2025, closing a stake of 7,364 shares — an estimated $208K sold.

Wealth Advisors of Iowa first reported a position in T in Q1 2020 and held it in 14 quarters. The position peaked at $1.2M in Q2 2021. 2,857 funds tracked by Wall St. Rank hold T as of Q4 2025.

Wealth Advisors of Iowa reported no remaining AT&T position as of Q4 2025 after selling out during the quarter.
Wealth Advisors of Iowa sold 7,364 AT&T shares in Q4 2025, an estimated $208K.
Wealth Advisors of Iowa first reported a position in AT&T in Q1 2020 and held it in 14 quarters.
Wealth Advisors of Iowa's AT&T position peaked at $1.2M in Q2 2021.
2,857 funds tracked by Wall St. Rank held AT&T as of Q4 2025.

Based on Wealth Advisors of Iowa's 13F filing for Q4 2025, filed 5 Feb 2026.