Duncan Williams Asset Management’s AT&T T Stock Holding History

Duncan Williams Asset Management’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	–	Sell	-9,596	Closed	-$261K	–	173
2025 Q4	$261K	Sell	9,596 -3,277	-25%	-$83K	0.06%	148
2025 Q3	$364K	Buy	12,873 +2,732	+27%	+$77.6K	0.1%	120
2025 Q2	$293K	Sell	10,141 -443	-4%	-$12.2K	0.09%	119
2025 Q1	$299K	Buy	10,584 +65	+0.6%	+$1.64K	0.11%	110
2024 Q4	$240K	Sell	10,519 -4	-0%	-$90	0.09%	129
2024 Q3	$232K	Buy	+10,523	New	+$209K	0.13%	113

Other funds holding T

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Duncan Williams Asset Management's T Position: Q1 2026 in Review

Duncan Williams Asset Management sold out of AT&T (T) in Q1 2026, closing a stake of 9,596 shares — an estimated $261K sold.

Duncan Williams Asset Management first reported a position in T in Q3 2024 and held it in 6 quarters. The position peaked at $364K in Q3 2025. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

Duncan Williams Asset Management reported no remaining AT&T position as of Q1 2026 after selling out during the quarter.
Duncan Williams Asset Management sold 9,596 AT&T shares in Q1 2026, an estimated $261K.
Duncan Williams Asset Management first reported a position in AT&T in Q3 2024 and held it in 6 quarters.
Duncan Williams Asset Management's AT&T position peaked at $364K in Q3 2025.
2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Duncan Williams Asset Management's 13F filing for Q1 2026, filed 5 May 2026.