Williams & Novak’s AT&T T Stock Holding History

Williams & Novak’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
2025 Q1	–	Sell	-9,862	Closed	-$225K	–	145
2024 Q4	$225K	Buy	+9,862	New	+$222K	0.22%	97

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Williams & Novak's T Position: Q1 2025 in Review

Williams & Novak sold out of AT&T (T) in Q1 2025, closing a stake of 9,862 shares — an estimated $225K sold.

Williams & Novak first reported a position in T in Q4 2024 and held it in 1 quarter. The position peaked at $225K in Q4 2024. 2,859 funds tracked by Wall St. Rank hold T as of Q1 2025.

Williams & Novak reported no remaining AT&T position as of Q1 2025 after selling out during the quarter.
Williams & Novak sold 9,862 AT&T shares in Q1 2025, an estimated $225K.
Williams & Novak first reported a position in AT&T in Q4 2024 and held it in 1 quarter.
Williams & Novak's AT&T position peaked at $225K in Q4 2024.
2,859 funds tracked by Wall St. Rank held AT&T as of Q1 2025.

Based on Williams & Novak's 13F filing for Q1 2025, filed 15 May 2025.