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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$617K Sell
25,277
-100
-0.4% -$2.41K 0.34% 23
2026
Q2
$525K Hold
25,377
– – 0.28% 26
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

Fee-Only Financial Planning's T Position: Q3 2026 in Review

Fee-Only Financial Planning reduced its AT&T (T) stake by 0.39% in Q3 2026, selling an estimated $2.41K and leaving 25,277 shares worth $617K. The position accounts for 0.34% of the portfolio, ranked #23.

Fee-Only Financial Planning first reported a position in T in Q4 2022 and has held it in 16 quarters since. The position peaked at $737K in Q2 2025. 1,176 funds tracked by Wall St. Rank hold T as of Q3 2026.

  • Fee-Only Financial Planning held 25,277 shares of AT&T worth $617K as of Q3 2026.
  • Fee-Only Financial Planning sold 100 AT&T shares in Q3 2026, an estimated $2.41K.
  • AT&T made up 0.34% of Fee-Only Financial Planning's portfolio in Q3 2026, its #23 holding.
  • Fee-Only Financial Planning first reported a position in AT&T in Q4 2022 and has held it in 16 quarters since.
  • Fee-Only Financial Planning's AT&T position peaked at $737K in Q2 2025.
  • 1,176 funds tracked by Wall St. Rank held AT&T as of Q3 2026.

Based on Fee-Only Financial Planning's 13F filing for Q3 2026, filed 23 Oct 2026.