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Asset Planning Inc’s AT&T T Stock Holding History

Asset Planning Inc’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
Q2 		$69.2K Sell
3,342
-2,814
-46% -$69.8K 0.04% 134
2026
Q1 		$178K Sell
6,156
-363
-6% -$9.7K 0.13% 91
2025
Q4 		$162K Sell
6,519
-3,829
-37% -$96.9K 0.11% 87
2025
Q3 		$292K Buy
10,348
+48
+0.5% +$1.36K 0.21% 69
2025
Q2 		$298K Buy
10,300
+45
+0.4% +$1.24K 0.22% 69
2025
Q1 		$290K Buy
10,255
+52
+0.5% +$1.31K 0.23% 65
2024
Q4 		$232K Buy
+10,203
New +$230K 0.18% 72

Other funds holding T

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Asset Planning Inc's T Position: Q2 2026 in Review

Asset Planning Inc reduced its AT&T (T) stake by 46% in Q2 2026, selling an estimated $69.8K and leaving 3,342 shares worth $69.2K. The position accounts for 0.04% of the portfolio, ranked #134.

Asset Planning Inc first reported a position in T in Q4 2024 and has held it in 7 quarters since. The position peaked at $298K in Q2 2025. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Asset Planning Inc held 3,342 shares of AT&T worth $69.2K as of Q2 2026.
  • Asset Planning Inc sold 2,814 AT&T shares in Q2 2026, an estimated $69.8K.
  • AT&T made up 0.04% of Asset Planning Inc's portfolio in Q2 2026, its #134 holding.
  • Asset Planning Inc first reported a position in AT&T in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's AT&T position peaked at $298K in Q2 2025.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.