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

Westwood 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	–	Sell	-8,474	Closed	-$210K	–	111
2025 Q4	$210K	Buy	+8,474	New	+$215K	0.16%	101

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

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

Westwood Wealth Management sold out of AT&T (T) in Q1 2026, closing a stake of 8,474 shares — an estimated $210K sold.

Westwood Wealth Management first reported a position in T in Q4 2025 and held it in 1 quarter. The position peaked at $210K in Q4 2025. 2,967 funds tracked by Wall St. Rank hold T as of Q1 2026.

Westwood Wealth Management reported no remaining AT&T position as of Q1 2026 after selling out during the quarter.
Westwood Wealth Management sold 8,474 AT&T shares in Q1 2026, an estimated $210K.
Westwood Wealth Management first reported a position in AT&T in Q4 2025 and held it in 1 quarter.
Westwood Wealth Management's AT&T position peaked at $210K in Q4 2025.
2,967 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

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