Creative Planning
T icon

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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
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.