WFS
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Widmann Financial Services’s AT&T T Stock Holding History

Widmann Financial Services’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 		$2.01M Sell
69,323
-345
-0.5% -$9.22K 1.2% 25
2025
Q4 		$1.73M Sell
69,668
-599
-0.9% -$15.2K 1.06% 28
2025
Q3 		$1.98M Buy
70,267
+350
+0.5% +$9.94K 1.25% 23
2025
Q2 		$2.02M Buy
69,917
+589
+0.8% +$16.2K 1.41% 19
2025
Q1 		$1.96M Buy
69,328
+3,915
+6% +$98.5K 1.52% 20
2024
Q4 		$1.49M Sell
65,413
-1,149
-2% -$25.9K 1.15% 24
2024
Q3 		$1.46M Sell
66,562
-2,242
-3% -$44.6K 1.11% 29
2024
Q2 		$1.31M Sell
68,804
-2,092
-3% -$36.4K 1.07% 31
2024
Q1 		$1.25M Sell
70,896
-2,111
-3% -$36K 1.05% 31
2023
Q4 		$1.23M Sell
73,007
-2,339
-3% -$36.9K 1.1% 33
2023
Q3 		$1.13M Sell
75,346
-377
-0.5% -$5.53K 1.13% 30
2023
Q2 		$1.21M Sell
75,723
-1,522
-2% -$25.9K 1.16% 30
2023
Q1 		$1.49M Sell
77,245
-1,368
-2% -$26.1K 1.5% 22
2022
Q4 		$1.45M Sell
78,613
-635
-0.8% -$11.4K 1.52% 21
2022
Q3 		$1.22M Buy
79,248
+1,351
+2% +$24.6K 1.35% 27
2022
Q2 		$1.63M Sell
77,897
-24,500
-24% -$489K 1.69% 21
2022
Q1 		$1.83M Buy
102,397
+4,130
+4% +$76.4K 1.62% 18
2021
Q4 		$1.82M Buy
+98,267
New +$1.84M 1.5% 17

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

Widmann Financial Services's T Position: Q1 2026 in Review

Widmann Financial Services reduced its AT&T (T) stake by 0.5% in Q1 2026, selling an estimated $9.22K and leaving 69,323 shares worth $2.01M. The position accounts for 1.2% of the portfolio, ranked #25.

Widmann Financial Services first reported a position in T in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.02M in Q2 2025. 2,963 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Widmann Financial Services held 69,323 shares of AT&T worth $2.01M as of Q1 2026.
  • Widmann Financial Services sold 345 AT&T shares in Q1 2026, an estimated $9.22K.
  • AT&T made up 1.2% of Widmann Financial Services's portfolio in Q1 2026, its #25 holding.
  • Widmann Financial Services first reported a position in AT&T in Q4 2021 and has held it in 18 quarters since.
  • Widmann Financial Services's AT&T position peaked at $2.02M in Q2 2025.
  • 2,963 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Widmann Financial Services's 13F filing for Q1 2026, filed 15 May 2026.