Palacios Wealth Management’s AT&T T Stock Holding History

Palacios Wealth 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 Q3	$377K	Sell	15,444 -2,900	-16%	-$70K	0.2%	51
2026 Q2	$380K	Sell	18,344 -3,061	-14%	-$76K	0.22%	52
2026 Q1	$559K	Sell	21,405 -828	-4%	-$22.1K	0.35%	42
2025 Q4	$552K	Sell	22,233 -4,833	-18%	-$122K	0.42%	36
2025 Q3	$764K	Buy	27,066 +448	+2%	+$12.7K	0.5%	34
2025 Q2	$770K	Buy	26,618 +6,500	+32%	+$179K	0.63%	28
2025 Q1	$569K	Sell	20,118 -600	-3%	-$15.1K	0.42%	32
2024 Q4	$455K	Buy	+20,718	New	+$466K	0.49%	38

Other funds holding T

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Palacios Wealth Management's T Position: Q3 2026 in Review

Palacios Wealth Management reduced its AT&T (T) stake by 16% in Q3 2026, selling an estimated $70K and leaving 15,444 shares worth $377K. The position accounts for 0.2% of the portfolio, ranked #51.

Palacios Wealth Management first reported a position in T in Q4 2024 and has held it in 8 quarters since. The position peaked at $770K in Q2 2025. 1,694 funds tracked by Wall St. Rank hold T as of Q3 2026.

Palacios Wealth Management held 15,444 shares of AT&T worth $377K as of Q3 2026.
Palacios Wealth Management sold 2,900 AT&T shares in Q3 2026, an estimated $70K.
AT&T made up 0.2% of Palacios Wealth Management's portfolio in Q3 2026, its #51 holding.
Palacios Wealth Management first reported a position in AT&T in Q4 2024 and has held it in 8 quarters since.
Palacios Wealth Management's AT&T position peaked at $770K in Q2 2025.
1,694 funds tracked by Wall St. Rank held AT&T as of Q3 2026.

Based on Palacios Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.