WJWM
TEF

Williams Jones Wealth Management’s Telefonica TEF Stock Holding History

Williams Jones Wealth Management’s Portfolio TEF Stock Details TEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$49.4K Hold
11,377
– – ﹤0.01% 501
2025
Q4 		$46.1K Hold
11,377
– – ﹤0.01% 503
2025
Q3 		$57.8K Hold
11,377
– – ﹤0.01% 495
2025
Q2 		$59.5K Hold
11,377
– – ﹤0.01% 493
2025
Q1 		$53K Hold
11,377
– – ﹤0.01% 482
2024
Q4 		$45.7K Hold
11,377
– – ﹤0.01% 487
2024
Q3 		$55.3K Hold
11,377
– – ﹤0.01% 526
2024
Q2 		$47.9K Hold
11,377
– – ﹤0.01% 505
2024
Q1 		$50.2K Hold
11,377
– – ﹤0.01% 530
2023
Q4 		$44.4K Hold
11,377
– – ﹤0.01% 526
2023
Q3 		$46.3K Hold
11,377
– – ﹤0.01% 530
2023
Q2 		$45.8K Hold
11,377
– – ﹤0.01% 512
2023
Q1 		$48.7K Hold
11,377
– – ﹤0.01% 543
2022
Q4 		$40.6K Hold
11,377
– – ﹤0.01% 543
2022
Q3 		$37K Sell
11,377
-7,076
-38% -$30K ﹤0.01% 555
2022
Q2 		$95K Buy
+18,453
New +$90.2K ﹤0.01% 542

Other funds holding TEF

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
AAM
Auxier Asset Management Aurora, Oregon $696M AUM 18.07% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
S
SimplyRich Carlsbad, California $391M AUM 24.42% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
ZAM
Zevin Asset Management Boston, Massachusetts $723M AUM 15.62% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Williams Jones Wealth Management's TEF Position: Q1 2026 in Review

Williams Jones Wealth Management held its Telefonica (TEF) position steady in Q1 2026 at 11,377 shares worth $49.4K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Williams Jones Wealth Management first reported a position in TEF in Q2 2022 and has held it in 16 quarters since. The position peaked at $95K in Q2 2022. 48 funds tracked by Wall St. Rank hold TEF as of Q1 2026.

  • Williams Jones Wealth Management held 11,377 shares of Telefonica worth $49.4K as of Q1 2026.
  • Williams Jones Wealth Management left its Telefonica share count unchanged in Q1 2026.
  • Telefonica made up ﹤0.01% of Williams Jones Wealth Management's portfolio in Q1 2026, its #501 holding.
  • Williams Jones Wealth Management first reported a position in Telefonica in Q2 2022 and has held it in 16 quarters since.
  • Williams Jones Wealth Management's Telefonica position peaked at $95K in Q2 2022.
  • 48 funds tracked by Wall St. Rank held Telefonica as of Q1 2026.

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