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Cornerstone Planning Group’s AT&T T Stock Holding History

Cornerstone Planning 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
2026
Q2 		$343K Sell
14,906
-574
-4% -$14.2K 0.04% 127
2026
Q1 		$401K Buy
15,480
+1,062
+7% +$28.4K 0.05% 109
2025
Q4 		$347K Buy
14,418
+161
+1% +$4.08K 0.05% 107
2025
Q3 		$352K Buy
14,257
+1,448
+11% +$41.1K 0.06% 103
2025
Q2 		$356K Buy
12,809
+1,700
+15% +$46.8K 0.07% 61
2025
Q1 		$302K Buy
11,109
+5,565
+100% +$140K 0.07% 64
2024
Q4 		$134K Buy
5,544
+121
+2% +$2.72K 0.03% 94
2024
Q3 		$120K Sell
5,423
-68
-1% -$1.35K 0.03% 101
2024
Q2 		$104K Sell
5,491
-244
-4% -$4.24K 0.03% 131
2024
Q1 		$96.6K Sell
5,735
-93
-2% -$1.59K 0.03% 120
2023
Q4 		$97.8K Sell
5,828
-215
-4% -$3.4K 0.03% 122
2023
Q3 		$90.8K Sell
6,043
-394
-6% -$5.78K 0.03% 120
2023
Q2 		$103K Buy
+6,437
New +$110K 0.04% 131
2022
Q4 		$130K Buy
+6,860
New +$123K 0.05% 129

Other funds holding T

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Cornerstone Planning Group's T Position: Q2 2026 in Review

Cornerstone Planning Group reduced its AT&T (T) stake by 3.7% in Q2 2026, selling an estimated $14.2K and leaving 14,906 shares worth $343K. The position accounts for 0.04% of the portfolio, ranked #127.

Cornerstone Planning Group first reported a position in T in Q4 2022 and has held it in 14 quarters since. The position peaked at $401K in Q1 2026. 1,744 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Cornerstone Planning Group held 14,906 shares of AT&T worth $343K as of Q2 2026.
  • Cornerstone Planning Group sold 574 AT&T shares in Q2 2026, an estimated $14.2K.
  • AT&T made up 0.04% of Cornerstone Planning Group's portfolio in Q2 2026, its #127 holding.
  • Cornerstone Planning Group first reported a position in AT&T in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's AT&T position peaked at $401K in Q1 2026.
  • 1,744 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.