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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Wealth Management (Texas)'s T Position: Q1 2026 in Review

Heritage Wealth Management (Texas) opened a new position in AT&T (T) in Q1 2026: 7,051 shares worth $204K. The stake represents 0.09% of the portfolio and ranks #38 among its holdings. This is a return to the name: Heritage Wealth Management (Texas) previously reported a position in T as recently as Q3 2025.

Heritage Wealth Management (Texas) first reported a position in T in Q1 2025 and has held it in 4 quarters since. The position peaked at $217K in Q2 2025. 2,965 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Heritage Wealth Management (Texas) held 7,051 shares of AT&T worth $204K as of Q1 2026.
  • AT&T was a new Heritage Wealth Management (Texas) position in Q1 2026.
  • AT&T made up 0.09% of Heritage Wealth Management (Texas)'s portfolio in Q1 2026, its #38 holding.
  • Heritage Wealth Management (Texas) first reported a position in AT&T in Q1 2025 and has held it in 4 quarters since.
  • Heritage Wealth Management (Texas)'s AT&T position peaked at $217K in Q2 2025.
  • 2,965 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Heritage Wealth Management (Texas)'s 13F filing for Q1 2026, filed 6 May 2026.