West Family Investments’s AT&T T Stock Holding History

West Family Investments’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	$849K	Sell	29,297 -10,143	-26%	-$271K	0.3%	61
2025 Q4	$980K	Sell	39,440 -8,262	-17%	-$209K	0.23%	86
2025 Q3	$1.35M	Buy	47,702 +374	+0.8%	+$10.6K	0.3%	68
2025 Q2	$1.37M	Buy	47,328 +9,367	+25%	+$258K	0.36%	53
2025 Q1	$1.07M	Hold	37,961	–	–	0.4%	50
2024 Q4	$864K	Buy	37,961 +15,680	+70%	+$353K	0.3%	67
2024 Q3	$490K	Buy	22,281 +2,356	+12%	+$46.9K	0.17%	126
2024 Q2	$381K	Buy	19,925 +2,941	+17%	+$51.1K	0.11%	142
2024 Q1	$299K	Buy	16,984 +1,557	+10%	+$26.6K	0.09%	180
2023 Q4	$259K	Buy	+15,427	New	+$244K	0.09%	179
2023 Q3	–	Sell	-24,462	Closed	-$390K	–	255
2023 Q2	$390K	Buy	24,462 +7,502	+44%	+$128K	0.15%	123
2023 Q1	$326K	Sell	16,960 -1,592	-9%	-$30.4K	0.13%	120
2022 Q4	$342K	Buy	+18,552	New	+$332K	0.12%	144
2022 Q3	–	Sell	-14,399	Closed	-$302K	–	254
2022 Q2	$302K	Buy	+14,399	New	+$287K	0.12%	153
2022 Q1	–	Sell	-36,464	Closed	-$678K	–	344
2021 Q4	$678K	Buy	36,464 +23,093	+173%	+$432K	0.18%	98
2021 Q3	$273K	Sell	13,371 -25,627	-66%	-$538K	0.07%	229
2021 Q2	$848K	Buy	+38,998	New	+$887K	0.23%	72

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

West Family Investments's T Position: Q1 2026 in Review

West Family Investments reduced its AT&T (T) stake by 26% in Q1 2026, selling an estimated $271K and leaving 29,297 shares worth $849K. The position accounts for 0.3% of the portfolio, ranked #61.

West Family Investments first reported a position in T in Q2 2021 and has held it in 17 quarters since. The position peaked at $1.37M in Q2 2025. 2,965 funds tracked by Wall St. Rank hold T as of Q1 2026.

West Family Investments held 29,297 shares of AT&T worth $849K as of Q1 2026.
West Family Investments sold 10,143 AT&T shares in Q1 2026, an estimated $271K.
AT&T made up 0.3% of West Family Investments's portfolio in Q1 2026, its #61 holding.
West Family Investments first reported a position in AT&T in Q2 2021 and has held it in 17 quarters since.
West Family Investments's AT&T position peaked at $1.37M in Q2 2025.
2,965 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.