Consolidated Planning Corp’s AT&T T Stock Holding History

Consolidated Planning Corp’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 Q1	–	Sell	-302,125	Closed	-$7.5M	–	209
2025 Q4	$7.5M	Sell	302,125 -5,668	-2%	-$143K	0.76%	34
2025 Q3	$8.69M	Sell	307,793 -777	-0.3%	-$22.1K	0.92%	26
2025 Q2	$8.93M	Sell	308,570 -728	-0.2%	-$20.1K	1.12%	26
2025 Q1	$8.75M	Sell	309,298 -10,791	-3%	-$271K	1.2%	22
2024 Q4	$7.29M	Buy	320,089 +21,927	+7%	+$493K	0.99%	30
2024 Q3	$6.56M	Sell	298,162 -1,692	-0.6%	-$33.7K	0.98%	29
2024 Q2	$5.73M	Buy	299,854 +68,856	+30%	+$1.2M	0.95%	33
2024 Q1	$4.07M	Buy	230,998 +216,494	+1,493%	+$3.7M	0.7%	49
2023 Q4	$243K	Buy	14,504 +3,663	+34%	+$57.8K	0.05%	144
2023 Q3	$163K	Buy	10,841 +31	+0.3%	+$454	0.04%	155
2023 Q2	$172K	Buy	+10,810	New	+$184K	0.04%	159
2021 Q4	–	Sell	-1,889	Closed	-$39K	–	394
2021 Q3	$39K	Buy	+1,889	New	+$39.7K	0.03%	183

Other funds holding T

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Consolidated Planning Corp's T Position: Q1 2026 in Review

Consolidated Planning Corp sold out of AT&T (T) in Q1 2026, closing a stake of 302,125 shares — an estimated $7.5M sold.

Consolidated Planning Corp first reported a position in T in Q3 2021 and held it in 12 quarters. The position peaked at $8.93M in Q2 2025. 2,963 funds tracked by Wall St. Rank hold T as of Q1 2026.

Consolidated Planning Corp reported no remaining AT&T position as of Q1 2026 after selling out during the quarter.
Consolidated Planning Corp sold 302,125 AT&T shares in Q1 2026, an estimated $7.5M.
Consolidated Planning Corp first reported a position in AT&T in Q3 2021 and held it in 12 quarters.
Consolidated Planning Corp's AT&T position peaked at $8.93M in Q2 2025.
2,963 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.