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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

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

Falcon Wealth Planning's T Position: Q2 2026 in Review

Falcon Wealth Planning sold out of AT&T (T) in Q2 2026, closing a stake of 10,553 shares — an estimated $306K sold.

Falcon Wealth Planning first reported a position in T in Q1 2025 and held it in 5 quarters. The position peaked at $306K in Q1 2026. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Falcon Wealth Planning reported no remaining AT&T position as of Q2 2026 after selling out during the quarter.
  • Falcon Wealth Planning sold 10,553 AT&T shares in Q2 2026, an estimated $306K.
  • Falcon Wealth Planning first reported a position in AT&T in Q1 2025 and held it in 5 quarters.
  • Falcon Wealth Planning's AT&T position peaked at $306K in Q1 2026.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.