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
2024 Q3	–	Sell	-600	Closed	-$444	–	3306
2024 Q2	$444	Hold	600	–	–	﹤0.01%	3058
2024 Q1	$282	Buy	+600	New	+$10.2K	﹤0.01%	2910
2023 Q4	–	Sell	-700	Closed	-$320	–	3075
2023 Q3	$320	Buy	700 +300	+75%	+$4.4K	﹤0.01%	2862
2023 Q2	$163	Buy	+400	New	+$6.81K	﹤0.01%	2629
2022 Q2	–	Sell	-794	Closed	-$1K	–	2529
2022 Q1	$1K	Buy	+794	New	+$14.7K	﹤0.01%	2336
2019 Q3	–	Sell	-1,324	Closed	-$1K	–	2104
2019 Q2	$1K	Buy	1,324 +530	+67%	+$12.7K	﹤0.01%	2007
2019 Q1	$1K	Sell	794 -3,708	-82%	-$85.3K	﹤0.01%	1969
2018 Q4	$1K	Sell	4,502 -14,034	-76%	-$327K	﹤0.01%	1934
2018 Q3	$89K	Sell	18,536 -11,916	-39%	-$292K	﹤0.01%	1811
2018 Q2	$14K	Buy	+30,452	New	+$764K	﹤0.01%	1936
2017 Q3	–	Sell	-13,240	Closed	-$3K	–	3510
2017 Q2	$3K	Buy	+13,240	New	+$390K	﹤0.01%	4202
2016 Q4	–	Sell	-6,620	Closed	-$14K	–	4828
2016 Q3	$14K	Buy	+6,620	New	+$209K	﹤0.01%	3285
2014 Q2	–	Sell	-1,324	Closed	-$2K	–	3950
2014 Q1	$2K	Buy	+1,324	New	+$33.2K	﹤0.01%	3390

Other funds holding T

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Creative Planning's T Position: Q2 2026 in Review

Creative Planning increased its AT&T (T) stake by 0.9% in Q2 2026, buying an estimated $516K and bringing the position to 2,319,979 shares worth $48M. The position accounts for 0.03% of the portfolio, ranked #254.

Creative Planning first reported a position in T in Q2 2013 and has held it in 53 quarters since. The position peaked at $66.7M in Q1 2026. 2,684 funds tracked by Wall St. Rank hold T as of Q2 2026.

Creative Planning held 2,319,979 shares of AT&T worth $48M as of Q2 2026.
Creative Planning bought 20,793 AT&T shares in Q2 2026, an estimated $516K.
AT&T made up 0.03% of Creative Planning's portfolio in Q2 2026, its #254 holding.
Creative Planning first reported a position in AT&T in Q2 2013 and has held it in 53 quarters since.
Creative Planning's AT&T position peaked at $66.7M in Q1 2026.
2,684 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.