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Williams Jones Wealth Management’s AT&T T Stock Holding History

Williams Jones 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 		$1.3M Sell
44,777
-3,159
-7% -$84.4K 0.02% 234
2025
Q4 		$1.19M Buy
47,936
+4,898
+11% +$124K 0.01% 243
2025
Q3 		$1.22M Sell
43,038
-1,049
-2% -$29.8K 0.01% 235
2025
Q2 		$1.28M Buy
44,087
+15,314
+53% +$422K 0.02% 230
2025
Q1 		$814K Buy
28,773
+6,418
+29% +$161K 0.01% 263
2024
Q4 		$509K Sell
22,355
-3,949
-15% -$88.9K 0.01% 342
2024
Q3 		$579K Sell
26,304
-369
-1% -$7.34K 0.01% 329
2024
Q2 		$510K Sell
26,673
-15,198
-36% -$264K 0.01% 343
2024
Q1 		$737K Buy
41,871
+4,198
+11% +$71.7K 0.01% 296
2023
Q4 		$632K Sell
37,673
-13,681
-27% -$216K 0.01% 304
2023
Q3 		$771K Sell
51,354
-36,261
-41% -$532K 0.01% 274
2023
Q2 		$1.4M Sell
87,615
-18,305
-17% -$312K 0.02% 225
2023
Q1 		$2.04M Sell
105,920
-62,955
-37% -$1.2M 0.03% 205
2022
Q4 		$3.11M Sell
168,875
-47,285
-22% -$846K 0.05% 161
2022
Q3 		$3.32M Sell
216,160
-23,351
-10% -$425K 0.06% 157
2022
Q2 		$5.02M Buy
239,511
+29,212
+14% +$583K 0.08% 147
2022
Q1 		$3.75M Buy
210,299
+6,380
+3% +$118K 0.05% 157
2021
Q4 		$3.79M Sell
203,919
-113,452
-36% -$2.12M 0.05% 155
2021
Q3 		$6.47M Sell
317,371
-25,436
-7% -$534K 0.09% 127
2021
Q2 		$7.45M Buy
342,807
+176,053
+106% +$4M 0.1% 120
2021
Q1 		$3.81M Buy
166,754
+3,568
+2% +$78.9K 0.06% 152
2020
Q4 		$3.54M Sell
163,186
-155,182
-49% -$3.35M 0.06% 150
2020
Q3 		$6.86M Sell
318,368
-900,782
-74% -$20.1M 0.13% 96
2020
Q2 		$27.8M Sell
1,219,150
-63,962
-5% -$1.46M 0.57% 45
2020
Q1 		$28.3M Sell
1,283,112
-315,565
-20% -$8.62M 0.74% 37
2019
Q4 		$47.2M Buy
1,598,677
+41,068
+3% +$1.19M 0.9% 41
2019
Q3 		$44.5M Buy
+1,557,609
New +$41.3M 0.91% 41

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

Williams Jones Wealth Management's T Position: Q1 2026 in Review

Williams Jones Wealth Management reduced its AT&T (T) stake by 6.6% in Q1 2026, selling an estimated $84.4K and leaving 44,777 shares worth $1.3M. The position accounts for 0.02% of the portfolio, ranked #234.

Williams Jones Wealth Management first reported a position in T in Q3 2019 and has held it in 27 quarters since. The position peaked at $47.2M in Q4 2019. 2,964 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Williams Jones Wealth Management held 44,777 shares of AT&T worth $1.3M as of Q1 2026.
  • Williams Jones Wealth Management sold 3,159 AT&T shares in Q1 2026, an estimated $84.4K.
  • AT&T made up 0.02% of Williams Jones Wealth Management's portfolio in Q1 2026, its #234 holding.
  • Williams Jones Wealth Management first reported a position in AT&T in Q3 2019 and has held it in 27 quarters since.
  • Williams Jones Wealth Management's AT&T position peaked at $47.2M in Q4 2019.
  • 2,964 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.