JRPIM
T icon

Journey Retirement Planning & Investment Management’s AT&T T Stock Holding History

Journey Retirement Planning & Investment Management’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 		– Sell
-16,520
Closed -$410K – 229
2025
Q4 		$410K Buy
+16,520
New +$418K 0.08% 168

Other funds holding T

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Journey Retirement Planning & Investment Management's T Position: Q1 2026 in Review

Journey Retirement Planning & Investment Management sold out of AT&T (T) in Q1 2026, closing a stake of 16,520 shares — an estimated $410K sold.

Journey Retirement Planning & Investment Management first reported a position in T in Q4 2025 and held it in 1 quarter. The position peaked at $410K in Q4 2025. 2,974 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Journey Retirement Planning & Investment Management reported no remaining AT&T position as of Q1 2026 after selling out during the quarter.
  • Journey Retirement Planning & Investment Management sold 16,520 AT&T shares in Q1 2026, an estimated $410K.
  • Journey Retirement Planning & Investment Management first reported a position in AT&T in Q4 2025 and held it in 1 quarter.
  • Journey Retirement Planning & Investment Management's AT&T position peaked at $410K in Q4 2025.
  • 2,974 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q1 2026, filed 15 May 2026.