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Wetzel Investment Advisors’s AT&T T Stock Holding History

Wetzel Investment Advisors’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
Q2 		– Sell
-7,308
Closed -$207K – 135
2025
Q1 		$207K Sell
7,308
-1,638
-18% -$41.2K 0.1% 116
2024
Q4 		$204K Buy
+8,946
New +$201K 0.1% 118
2024
Q3 		– Sell
-9,568
Closed -$168K – 802
2024
Q2 		$168K Buy
9,568
+285
+3% +$4.96K 0.1% 130
2024
Q1 		$152K Sell
9,283
-585
-6% -$9.99K 0.09% 141
2023
Q4 		$166K Buy
+9,868
New +$156K 0.1% 126

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wetzel Investment Advisors's T Position: Q2 2025 in Review

Wetzel Investment Advisors sold out of AT&T (T) in Q2 2025, closing a stake of 7,308 shares — an estimated $207K sold.

Wetzel Investment Advisors first reported a position in T in Q4 2023 and held it in 5 quarters. The position peaked at $207K in Q1 2025. 2,881 funds tracked by Wall St. Rank hold T as of Q2 2025.

  • Wetzel Investment Advisors reported no remaining AT&T position as of Q2 2025 after selling out during the quarter.
  • Wetzel Investment Advisors sold 7,308 AT&T shares in Q2 2025, an estimated $207K.
  • Wetzel Investment Advisors first reported a position in AT&T in Q4 2023 and held it in 5 quarters.
  • Wetzel Investment Advisors's AT&T position peaked at $207K in Q1 2025.
  • 2,881 funds tracked by Wall St. Rank held AT&T as of Q2 2025.

Based on Wetzel Investment Advisors's 13F filing for Q2 2025, filed 18 Jul 2025.