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Heritage Wealth Management (Texas)’s AT&T T Stock Holding History

Heritage Wealth Management (Texas)’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
Q2 		– Sell
-7,051
Closed -$204K – 45
2026
Q1 		$204K Buy
+7,051
New +$188K 0.09% 38
2025
Q4 		– Sell
-7,551
Closed -$213K – 40
2025
Q3 		$213K Buy
7,551
+55
+0.7% +$1.56K 0.09% 35
2025
Q2 		$217K Hold
7,496
– – 0.11% 32
2025
Q1 		$212K Buy
+7,496
New +$189K 0.12% 34

Other funds holding T

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Heritage Wealth Management (Texas)'s T Position: Q2 2026 in Review

Heritage Wealth Management (Texas) sold out of AT&T (T) in Q2 2026, closing a stake of 7,051 shares — an estimated $204K sold.

Heritage Wealth Management (Texas) first reported a position in T in Q1 2025 and held it in 4 quarters. The position peaked at $217K in Q2 2025. 2,694 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Heritage Wealth Management (Texas) reported no remaining AT&T position as of Q2 2026 after selling out during the quarter.
  • Heritage Wealth Management (Texas) sold 7,051 AT&T shares in Q2 2026, an estimated $204K.
  • Heritage Wealth Management (Texas) first reported a position in AT&T in Q1 2025 and held it in 4 quarters.
  • Heritage Wealth Management (Texas)'s AT&T position peaked at $217K in Q2 2025.
  • 2,694 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Heritage Wealth Management (Texas)'s 13F filing for Q2 2026, filed 10 Aug 2026.