KFP
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Kerr Financial Planning’s AT&T T Stock Holding History

Kerr 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
Q2 		$60.7K Buy
2,931
+6
+0.2% +$149 0.07% 166
2026
Q1 		$76.3K Buy
2,925
+1
+0% +$27 0.05% 150
2025
Q4 		$79.6K Sell
2,924
-394
-12% -$9.97K 0.11% 144
2025
Q3 		$111K Buy
+3,318
New +$94.2K 0.16% 108

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

Kerr Financial Planning's T Position: Q2 2026 in Review

Kerr Financial Planning increased its AT&T (T) stake by 0.21% in Q2 2026, buying an estimated $149 and bringing the position to 2,931 shares worth $60.7K. The position accounts for 0.07% of the portfolio, ranked #166.

Kerr Financial Planning first reported a position in T in Q3 2025 and has held it in 4 quarters since. The position peaked at $111K in Q3 2025. 2,673 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Kerr Financial Planning held 2,931 shares of AT&T worth $60.7K as of Q2 2026.
  • Kerr Financial Planning bought 6 AT&T shares in Q2 2026, an estimated $149.
  • AT&T made up 0.07% of Kerr Financial Planning's portfolio in Q2 2026, its #166 holding.
  • Kerr Financial Planning first reported a position in AT&T in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's AT&T position peaked at $111K in Q3 2025.
  • 2,673 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.