Williamson Legacy Group’s AT&T T Stock Holding History

Williamson Legacy Group’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 Q4	–	Sell	-9,445	Closed	-$267K	–	122
2025 Q3	$267K	Sell	9,445 -38,199	-80%	-$1.08M	0.21%	93
2025 Q2	$1.38M	Buy	47,644 +37,484	+369%	+$1.03M	1.16%	32
2025 Q1	$287K	Buy	+10,160	New	+$255K	0.27%	94
2024 Q2	–	Sell	-19,650	Closed	-$346K	–	108
2024 Q1	$346K	Sell	19,650 -38,174	-66%	-$652K	0.27%	76
2023 Q4	$970K	Buy	+57,824	New	+$913K	0.9%	32

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Williamson Legacy Group's T Position: Q4 2025 in Review

Williamson Legacy Group sold out of AT&T (T) in Q4 2025, closing a stake of 9,445 shares — an estimated $267K sold.

Williamson Legacy Group first reported a position in T in Q4 2023 and held it in 5 quarters. The position peaked at $1.38M in Q2 2025. 2,850 funds tracked by Wall St. Rank hold T as of Q4 2025.

Williamson Legacy Group reported no remaining AT&T position as of Q4 2025 after selling out during the quarter.
Williamson Legacy Group sold 9,445 AT&T shares in Q4 2025, an estimated $267K.
Williamson Legacy Group first reported a position in AT&T in Q4 2023 and held it in 5 quarters.
Williamson Legacy Group's AT&T position peaked at $1.38M in Q2 2025.
2,850 funds tracked by Wall St. Rank held AT&T as of Q4 2025.

Based on Williamson Legacy Group's 13F filing for Q4 2025, filed 9 Feb 2026.