HP
T icon

Holistic Planning’s AT&T T Stock Holding History

Holistic 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 		$275K Sell
9,496
-1,607
-14% -$42.9K 0.05% 248
2025
Q4 		$276K Buy
11,103
+1,834
+20% +$46.4K 0.06% 231
2025
Q3 		$262K Buy
9,269
+801
+9% +$22.7K 0.07% 197
2025
Q2 		$245K Buy
8,468
+729
+9% +$20.1K 0.07% 193
2025
Q1 		$219K Buy
+7,739
New +$195K 0.07% 177

Other funds holding T

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Holistic Planning's T Position: Q1 2026 in Review

Holistic Planning reduced its AT&T (T) stake by 14% in Q1 2026, selling an estimated $42.9K and leaving 9,496 shares worth $275K. The position accounts for 0.05% of the portfolio, ranked #248.

Holistic Planning first reported a position in T in Q1 2025 and has held it in 5 quarters since. The position peaked at $276K in Q4 2025. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Holistic Planning held 9,496 shares of AT&T worth $275K as of Q1 2026.
  • Holistic Planning sold 1,607 AT&T shares in Q1 2026, an estimated $42.9K.
  • AT&T made up 0.05% of Holistic Planning's portfolio in Q1 2026, its #248 holding.
  • Holistic Planning first reported a position in AT&T in Q1 2025 and has held it in 5 quarters since.
  • Holistic Planning's AT&T position peaked at $276K in Q4 2025.
  • 2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.