Fee-Only Financial Planning’s AT&T T Stock Holding History

Fee-Only Financial 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	$736K	Hold	25,377	–	–	0.44%	21
2025 Q4	$630K	Hold	25,377	–	–	0.37%	22
2025 Q3	$717K	Sell	25,377 -100	-0.4%	-$2.84K	0.42%	19
2025 Q2	$737K	Hold	25,477	–	–	0.46%	19
2025 Q1	$720K	Hold	25,477	–	–	0.49%	20
2024 Q4	$580K	Hold	25,477	–	–	0.37%	22
2024 Q3	$560K	Sell	25,477 -100	-0.4%	-$1.99K	0.36%	23
2024 Q2	$489K	Hold	25,577	–	–	0.33%	25
2024 Q1	$450K	Hold	25,577	–	–	0.3%	25
2023 Q4	$429K	Hold	25,577	–	–	0.31%	27
2023 Q3	$384K	Hold	25,577	–	–	0.31%	27
2023 Q2	$408K	Hold	25,577	–	–	0.31%	28
2023 Q1	$492K	Hold	25,577	–	–	0.4%	23
2022 Q4	$471K	Buy	+25,577	New	+$458K	0.39%	24

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

Fee-Only Financial Planning's T Position: Q1 2026 in Review

Fee-Only Financial Planning held its AT&T (T) position steady in Q1 2026 at 25,377 shares worth $736K. The position accounts for 0.44% of the portfolio, ranked #21.

Fee-Only Financial Planning first reported a position in T in Q4 2022 and has held it in 14 quarters since. The position peaked at $737K in Q2 2025. 2,963 funds tracked by Wall St. Rank hold T as of Q1 2026.

Fee-Only Financial Planning held 25,377 shares of AT&T worth $736K as of Q1 2026.
Fee-Only Financial Planning left its AT&T share count unchanged in Q1 2026.
AT&T made up 0.44% of Fee-Only Financial Planning's portfolio in Q1 2026, its #21 holding.
Fee-Only Financial Planning first reported a position in AT&T in Q4 2022 and has held it in 14 quarters since.
Fee-Only Financial Planning's AT&T position peaked at $737K in Q2 2025.
2,963 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Fee-Only Financial Planning's 13F filing for Q1 2026, filed 29 Apr 2026.