BWM Planning’s AT&T T Stock Holding History

BWM Planning’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	–	Sell	-8,033	Closed	-$233K	–	102
2026 Q1	$233K	Buy	+8,033	New	+$215K	0.06%	83
2025 Q4	–	Sell	-11,748	Closed	-$332K	–	100
2025 Q3	$332K	Buy	+11,748	New	+$334K	0.1%	70

Other funds holding T

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

BWM Planning's T Position: Q2 2026 in Review

BWM Planning sold out of AT&T (T) in Q2 2026, closing a stake of 8,033 shares — an estimated $233K sold.

BWM Planning first reported a position in T in Q3 2025 and held it in 2 quarters. The position peaked at $332K in Q3 2025. 863 funds tracked by Wall St. Rank hold T as of Q2 2026.

BWM Planning reported no remaining AT&T position as of Q2 2026 after selling out during the quarter.
BWM Planning sold 8,033 AT&T shares in Q2 2026, an estimated $233K.
BWM Planning first reported a position in AT&T in Q3 2025 and held it in 2 quarters.
BWM Planning's AT&T position peaked at $332K in Q3 2025.
863 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on BWM Planning's 13F filing for Q2 2026, filed 23 Jul 2026.