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

YHB 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 Q4	–	Sell	-7,219	Closed	-$204K	–	308
2025 Q3	$204K	Sell	7,219 -1,048	-13%	-$29.8K	0.01%	297
2025 Q2	$237K	Sell	8,267 -71	-0.9%	-$1.96K	0.02%	281
2025 Q1	$236K	Buy	+8,338	New	+$210K	0.02%	265
2022 Q3	–	Sell	-10,567	Closed	-$221K	–	290
2022 Q2	$221K	Sell	10,567 -5,398	-34%	-$108K	0.02%	261
2022 Q1	$285K	Sell	15,965 -13,404	-46%	-$248K	0.03%	249
2021 Q4	$546K	Sell	29,369 -2,849	-9%	-$53.3K	0.04%	203
2021 Q3	$657K	Buy	32,218 +10,085	+46%	+$212K	0.06%	187
2021 Q2	$481K	Sell	22,133 -5,983	-21%	-$136K	0.04%	203
2021 Q1	$636K	Sell	28,116 -90	-0.3%	-$1.99K	0.06%	186
2020 Q4	$613K	Buy	28,206 +3,229	+13%	+$69.6K	0.06%	185
2020 Q3	$538K	Sell	24,977 -17,570	-41%	-$393K	0.06%	185
2020 Q2	$971K	Sell	42,547 -1,434	-3%	-$32.7K	0.14%	110
2020 Q1	$968K	Buy	43,981 +3,279	+8%	+$89.6K	0.17%	101
2019 Q4	$1.2M	Buy	40,702 +70	+0.2%	+$2.02K	0.17%	103
2019 Q3	$1.16M	Buy	40,632 +410	+1%	+$10.9K	0.18%	103
2019 Q2	$1.02M	Hold	40,222	–	–	0.16%	110
2019 Q1	$953K	Sell	40,222 -5,480	-12%	-$126K	0.15%	114
2018 Q4	$985K	Buy	45,702 +11,050	+32%	+$257K	0.18%	109
2018 Q3	$879K	Sell	34,652 -6,793	-16%	-$166K	0.13%	124
2018 Q2	$1M	Sell	41,445 -8,132	-16%	-$204K	0.16%	116
2018 Q1	$1.33M	Sell	49,577 -40,189	-45%	-$1.12M	0.23%	103
2017 Q4	$2.64M	Sell	89,766 -4,814	-5%	-$131K	0.45%	73
2017 Q3	$2.8M	Sell	94,580 -19,404	-17%	-$551K	0.5%	67
2017 Q2	$3.25M	Buy	113,984 +16,989	+18%	+$501K	0.56%	62
2017 Q1	$2.9M	Sell	96,995 -428	-0.4%	-$13.5K	0.56%	62
2016 Q4	$3.13M	Buy	97,423 +5,229	+6%	+$154K	0.65%	53
2016 Q3	$2.83M	Sell	92,194 -4,270	-4%	-$135K	0.68%	50
2016 Q2	$3.15M	Buy	96,464 +11,711	+14%	+$349K	0.69%	51
2016 Q1	$2.51M	Sell	84,753 -20,922	-20%	-$579K	0.68%	49
2015 Q4	$2.75M	Sell	105,675 -57	-0.1%	-$1.45K	0.62%	50
2015 Q3	$2.6M	Buy	105,732 +7,354	+7%	+$188K	0.61%	53
2015 Q2	$2.64M	Sell	98,378 -25,253	-20%	-$653K	0.58%	62
2015 Q1	$3.05M	Buy	123,631 +3,895	+3%	+$99K	0.68%	54
2014 Q4	$3.04M	Sell	119,736 -291	-0.2%	-$7.55K	0.7%	52
2014 Q3	$3.19M	Buy	120,027 +741	+0.6%	+$19.7K	0.77%	47
2014 Q2	$3.19M	Buy	119,286 +4,433	+4%	+$119K	0.77%	50
2014 Q1	$3.04M	Buy	114,853 +1,390	+1%	+$34.9K	0.77%	48
2013 Q4	$3.01M	Sell	113,463 -2,509	-2%	-$66K	0.81%	49
2013 Q3	$2.96M	Sell	115,972 -1,571	-1%	-$41.2K	0.88%	44
2013 Q2	$3.14M	Buy	+117,543	New	+$3.27M	0.98%	37

Other funds holding T

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

YHB Investment Advisors's T Position: Q4 2025 in Review

YHB Investment Advisors sold out of AT&T (T) in Q4 2025, closing a stake of 7,219 shares — an estimated $204K sold.

YHB Investment Advisors first reported a position in T in Q2 2013 and held it in 40 quarters. The position peaked at $3.25M in Q2 2017. 2,850 funds tracked by Wall St. Rank hold T as of Q4 2025.

YHB Investment Advisors reported no remaining AT&T position as of Q4 2025 after selling out during the quarter.
YHB Investment Advisors sold 7,219 AT&T shares in Q4 2025, an estimated $204K.
YHB Investment Advisors first reported a position in AT&T in Q2 2013 and held it in 40 quarters.
YHB Investment Advisors's AT&T position peaked at $3.25M in Q2 2017.
2,850 funds tracked by Wall St. Rank held AT&T as of Q4 2025.

Based on YHB Investment Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.