EP
T icon

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
Q2 		$213K Sell
10,273
-81
-0.8% -$2.01K 0.06% 83
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
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

Essential Planning's T Position: Q2 2026 in Review

Essential Planning reduced its AT&T (T) stake by 0.78% in Q2 2026, selling an estimated $2.01K and leaving 10,273 shares worth $213K. The position accounts for 0.06% of the portfolio, ranked #83.

Essential Planning first reported a position in T in Q2 2023 and has held it in 13 quarters since. The position peaked at $17M in Q4 2024. 2,684 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Essential Planning held 10,273 shares of AT&T worth $213K as of Q2 2026.
  • Essential Planning sold 81 AT&T shares in Q2 2026, an estimated $2.01K.
  • AT&T made up 0.06% of Essential Planning's portfolio in Q2 2026, its #83 holding.
  • Essential Planning first reported a position in AT&T in Q2 2023 and has held it in 13 quarters since.
  • Essential Planning's AT&T position peaked at $17M in Q4 2024.
  • 2,684 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Essential Planning's 13F filing for Q2 2026, filed 3 Aug 2026.