Falcon Wealth Planning’s AT&T T Stock Holding History

Falcon Wealth 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	–	Sell	-10,553	Closed	-$306K	–	265
2026 Q1	$306K	Buy	10,553 +1,539	+17%	+$41.1K	0.02%	181
2025 Q4	$224K	Buy	9,014 +844	+10%	+$21.4K	0.02%	196
2025 Q3	$231K	Buy	8,170 +343	+4%	+$9.74K	0.02%	174
2025 Q2	$227K	Buy	7,827 +399	+5%	+$11K	0.02%	161
2025 Q1	$210K	Buy	+7,428	New	+$187K	0.02%	158

Other funds holding T

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Quintet Private Bank (Europe) Luxembourg $1.6B AUM 23.66% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return