Estate Planners Group’s AT&T T Stock Holding History

Estate Planners Group’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	–	Sell	-1,205	Closed	-$29.9K	–	370
2025 Q4	$29.9K	Buy	+1,205	New	+$30.5K	0.01%	175

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Estate Planners Group's T Position: Q1 2026 in Review

Estate Planners Group sold out of AT&T (T) in Q1 2026, closing a stake of 1,205 shares — an estimated $29.9K sold.

Estate Planners Group first reported a position in T in Q4 2025 and held it in 1 quarter. The position peaked at $29.9K in Q4 2025. 2,982 funds tracked by Wall St. Rank hold T as of Q1 2026.

Estate Planners Group reported no remaining AT&T position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 1,205 AT&T shares in Q1 2026, an estimated $29.9K.
Estate Planners Group first reported a position in AT&T in Q4 2025 and held it in 1 quarter.
Estate Planners Group's AT&T position peaked at $29.9K in Q4 2025.
2,982 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.