PWM
T icon

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
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

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

Palacios Wealth Management's T Position: Q1 2026 in Review

Palacios Wealth Management reduced its AT&T (T) stake by 3.7% in Q1 2026, selling an estimated $22.1K and leaving 21,405 shares worth $559K. The position accounts for 0.35% of the portfolio, ranked #42.

Palacios Wealth Management first reported a position in T in Q4 2024 and has held it in 6 quarters since. The position peaked at $770K in Q2 2025. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Palacios Wealth Management held 21,405 shares of AT&T worth $559K as of Q1 2026.
  • Palacios Wealth Management sold 828 AT&T shares in Q1 2026, an estimated $22.1K.
  • AT&T made up 0.35% of Palacios Wealth Management's portfolio in Q1 2026, its #42 holding.
  • Palacios Wealth Management first reported a position in AT&T in Q4 2024 and has held it in 6 quarters since.
  • Palacios Wealth Management's AT&T position peaked at $770K in Q2 2025.
  • 2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Palacios Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.