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Donalies Financial Planning’s AT&T T Stock Holding History

Donalies Financial 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
Q2 		$252K Buy
12,189
+127
+1% +$3.15K 0.19% 71
2026
Q1 		$350K Buy
12,062
+125
+1% +$3.34K 0.3% 56
2025
Q4 		$297K Buy
+11,937
New +$302K 0.25% 59

Other funds holding T

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Donalies Financial Planning's T Position: Q2 2026 in Review

Donalies Financial Planning increased its AT&T (T) stake by 1.1% in Q2 2026, buying an estimated $3.15K and bringing the position to 12,189 shares worth $252K. The position accounts for 0.19% of the portfolio, ranked #71.

Donalies Financial Planning first reported a position in T in Q4 2025 and has held it in 3 quarters since. The position peaked at $350K in Q1 2026. 2,678 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Donalies Financial Planning held 12,189 shares of AT&T worth $252K as of Q2 2026.
  • Donalies Financial Planning bought 127 AT&T shares in Q2 2026, an estimated $3.15K.
  • AT&T made up 0.19% of Donalies Financial Planning's portfolio in Q2 2026, its #71 holding.
  • Donalies Financial Planning first reported a position in AT&T in Q4 2025 and has held it in 3 quarters since.
  • Donalies Financial Planning's AT&T position peaked at $350K in Q1 2026.
  • 2,678 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Donalies Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.