Creative Planning’s AT&T T Stock Holding History

Creative 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 Q1	$66.7M	Buy	2,299,186 +206,143	+10%	+$5.51M	0.05%	174
2025 Q4	$52M	Buy	2,093,043 +36,635	+2%	+$927K	0.04%	197
2025 Q3	$58.1M	Buy	2,056,408 +86,600	+4%	+$2.46M	0.04%	162
2025 Q2	$57M	Buy	1,969,808 +15,465	+0.8%	+$426K	0.05%	151
2025 Q1	$55.3M	Buy	1,954,343 +134,957	+7%	+$3.39M	0.05%	143
2024 Q4	$41.4M	Buy	1,819,386 +254,609	+16%	+$5.73M	0.04%	172
2024 Q3	$34.4M	Buy	1,564,777 +43,818	+3%	+$872K	0.03%	194
2024 Q2	$29.1M	Buy	1,520,959 +34,614	+2%	+$602K	0.03%	205
2024 Q1	$26.2M	Buy	1,486,345 +109,535	+8%	+$1.87M	0.03%	216
2023 Q4	$23.1M	Sell	1,376,810 -4,507	-0.3%	-$71.2K	0.04%	220
2023 Q3	$20.7M	Buy	1,381,317 +130,256	+10%	+$1.91M	0.03%	233
2023 Q2	$20M	Sell	1,251,061 -69,857	-5%	-$1.19M	0.03%	224
2023 Q1	$25.4M	Sell	1,320,918 -5,435	-0.4%	-$104K	0.04%	186
2022 Q4	$24.4M	Sell	1,326,353 -8,269	-0.6%	-$148K	0.04%	185
2022 Q3	$20.5M	Sell	1,334,622 -2,979	-0.2%	-$54.2K	0.04%	185
2022 Q2	$28M	Sell	1,337,601 -84,609	-6%	-$1.69M	0.05%	156
2022 Q1	$25.4M	Buy	1,422,210 +87,217	+7%	+$1.61M	0.04%	173
2021 Q4	$24.8M	Sell	1,334,993 -402,103	-23%	-$7.52M	0.04%	161
2021 Q3	$35.4M	Buy	1,737,096 +210,868	+14%	+$4.43M	0.06%	114
2021 Q2	$33.2M	Sell	1,526,228 -230,296	-13%	-$5.24M	0.06%	116
2021 Q1	$40.2M	Sell	1,756,524 -55,165	-3%	-$1.22M	0.08%	95
2020 Q4	$39.4M	Buy	1,811,689 +60,616	+3%	+$1.31M	0.09%	96
2020 Q3	$37.7M	Buy	1,751,073 +156,990	+10%	+$3.51M	0.1%	84
2020 Q2	$36.4M	Buy	1,594,083 +9,718	+0.6%	+$221K	0.11%	80
2020 Q1	$34.9M	Sell	1,584,365 -2,948	-0.2%	-$80.5K	0.12%	70
2019 Q4	$46.9M	Buy	1,587,313 +17,779	+1%	+$513K	0.14%	67
2019 Q3	$44.9M	Buy	1,569,534 +32,109	+2%	+$851K	0.15%	64
2019 Q2	$38.9M	Sell	1,537,425 -4,058	-0.3%	-$97.3K	0.13%	72
2019 Q1	$36.5M	Sell	1,541,483 -24,759	-2%	-$570K	0.13%	69
2018 Q4	$33.8M	Sell	1,566,242 -13,187	-0.8%	-$307K	0.14%	65
2018 Q3	$40.1M	Buy	1,579,429 +52,482	+3%	+$1.29M	0.15%	62
2018 Q2	$37M	Buy	1,526,947 +116,638	+8%	+$2.93M	0.15%	61
2018 Q1	$38M	Sell	1,410,309 -25,004	-2%	-$696K	0.15%	58
2017 Q4	$42.1M	Buy	1,435,313 +111,384	+8%	+$3.04M	0.18%	55
2017 Q3	$39.2M	Sell	1,323,929 -20,920	-2%	-$594K	0.18%	55
2017 Q2	$38.3M	Sell	1,344,849 -49,959	-4%	-$1.47M	0.19%	54
2017 Q1	$43.8M	Buy	1,394,808 +42,214	+3%	+$1.33M	0.24%	46
2016 Q4	$43.4M	Buy	1,352,594 +58,998	+5%	+$1.74M	0.26%	42
2016 Q3	$39.7M	Buy	1,293,596 +55,248	+4%	+$1.75M	0.25%	44
2016 Q2	$40.4M	Buy	1,238,348 +1,032	+0.1%	+$30.7K	0.29%	39
2016 Q1	$36.6M	Sell	1,237,316 -56,453	-4%	-$1.56M	0.29%	40
2015 Q4	$33.6M	Buy	1,293,769 +68,616	+6%	+$1.74M	0.28%	45
2015 Q3	$30.1M	Buy	1,225,153 +27,320	+2%	+$697K	0.27%	45
2015 Q2	$32.1M	Buy	1,197,833 +232,465	+24%	+$6.01M	0.29%	39
2015 Q1	$23.8M	Sell	965,368 -30,517	-3%	-$776K	0.22%	46
2014 Q4	$25.3M	Buy	995,885 +44,398	+5%	+$1.15M	0.26%	44
2014 Q3	$25.3M	Buy	951,487 +118,337	+14%	+$3.15M	0.29%	42
2014 Q2	$22.3M	Buy	833,150 +92,459	+12%	+$2.48M	0.29%	38
2014 Q1	$19.6M	Buy	740,691 +2,778	+0.4%	+$69.8K	0.3%	37
2013 Q4	$19.6M	Buy	737,913 +98,604	+15%	+$2.59M	0.33%	35
2013 Q3	$16.3M	Buy	639,309 +82,628	+15%	+$2.17M	0.32%	37
2013 Q2	$14.9M	Buy	+556,681	New	+$15.5M	0.35%	35

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

Creative Planning's T Position: Q1 2026 in Review

Creative Planning increased its AT&T (T) stake by 9.8% in Q1 2026, buying an estimated $5.51M and bringing the position to 2,299,186 shares worth $66.7M. The position accounts for 0.05% of the portfolio, ranked #174.

Creative Planning first reported a position in T in Q2 2013 and has held it in 52 quarters since. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

Creative Planning held 2,299,186 shares of AT&T worth $66.7M as of Q1 2026.
Creative Planning bought 206,143 AT&T shares in Q1 2026, an estimated $5.51M.
AT&T made up 0.05% of Creative Planning's portfolio in Q1 2026, its #174 holding.
Creative Planning first reported a position in AT&T in Q2 2013 and has held it in 52 quarters since.
2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.