Essential Planning’s AT&T T Stock Holding History

Essential 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	$300K	Sell	10,354 -773	-7%	-$20.6K	0.1%	75
2025 Q4	$276K	Sell	11,127 -640	-5%	-$16.2K	0.09%	81
2025 Q3	$332K	Sell	11,767 -45	-0.4%	-$1.28K	0.11%	66
2025 Q2	$342K	Buy	11,812 +30	+0.3%	+$827	0.13%	65
2025 Q1	$333K	Sell	11,782 -745,214	-98%	-$18.7M	0.13%	63
2024 Q4	$17M	Buy	756,996 +745,294	+6,369%	+$16.8M	0.11%	62
2024 Q3	$257K	Sell	11,702 -31	-0.3%	-$617	0.11%	70
2024 Q2	$224K	Buy	11,733 +459	+4%	+$7.98K	0.1%	67
2024 Q1	$189K	Hold	11,274	–	–	0.09%	64
2023 Q4	$189K	Buy	11,274 +146	+1%	+$2.31K	0.1%	63
2023 Q3	$167K	Sell	11,128 -309	-3%	-$4.53K	0.09%	60
2023 Q2	$182K	Buy	+11,437	New	+$195K	0.1%	58

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

Essential Planning's T Position: Q1 2026 in Review

Essential Planning reduced its AT&T (T) stake by 6.9% in Q1 2026, selling an estimated $20.6K and leaving 10,354 shares worth $300K. The position accounts for 0.1% of the portfolio, ranked #75.

Essential Planning first reported a position in T in Q2 2023 and has held it in 12 quarters since. The position peaked at $17M in Q4 2024. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

Essential Planning held 10,354 shares of AT&T worth $300K as of Q1 2026.
Essential Planning sold 773 AT&T shares in Q1 2026, an estimated $20.6K.
AT&T made up 0.1% of Essential Planning's portfolio in Q1 2026, its #75 holding.
Essential Planning first reported a position in AT&T in Q2 2023 and has held it in 12 quarters since.
Essential Planning's AT&T position peaked at $17M in Q4 2024.
2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Essential Planning's 13F filing for Q1 2026, filed 23 Apr 2026.