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Mark Sheptoff Financial Planning’s AT&T T Stock Holding History

Mark Sheptoff 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 		$316K Sell
12,208
-2,231
-15% -$59.6K 0.17% 76
2025
Q4 		$359K Buy
14,439
+12
+0.1% +$304 0.17% 73
2025
Q3 		$407K Buy
14,427
+10
+0.1% +$284 0.2% 66
2025
Q2 		$417K Buy
14,417
+118
+0.8% +$3.25K 0.22% 62
2025
Q1 		$404K Buy
14,299
+407
+3% +$10.2K 0.22% 62
2024
Q4 		$316K Buy
13,892
+600
+5% +$13.5K 0.17% 71
2024
Q3 		$292K Hold
13,292
– – 0.16% 77
2024
Q2 		$254K Sell
13,292
-11,288
-46% -$196K 0.14% 82
2024
Q1 		$433K Buy
24,580
+8,300
+51% +$142K 0.24% 59
2023
Q4 		$273K Hold
16,280
– – 0.16% 75
2023
Q3 		$245K Sell
16,280
-4,000
-20% -$58.6K 0.16% 74
2023
Q2 		$323K Sell
20,280
-29,914
-60% -$509K 0.18% 69
2023
Q1 		$966K Buy
50,194
+439
+0.9% +$8.39K 0.56% 35
2022
Q4 		$916K Sell
49,755
-3,074
-6% -$55K 0.54% 38
2022
Q3 		$810K Sell
52,829
-18,241
-26% -$332K 0.49% 43
2022
Q2 		$1.49M Buy
71,070
+55,222
+348% +$1.1M 0.86% 24
2022
Q1 		$283K Buy
15,848
+557
+4% +$10.3K 0.14% 85
2021
Q4 		$284K Buy
15,291
+265
+2% +$4.95K 0.14% 84
2021
Q3 		$307K Sell
15,026
-1,324
-8% -$27.8K 0.17% 81
2021
Q2 		$355K Sell
16,350
-18,483
-53% -$420K 0.19% 73
2021
Q1 		$796K Sell
34,833
-3,707
-10% -$82K 0.46% 45
2020
Q4 		$837K Sell
38,540
-174,911
-82% -$3.77M 0.48% 45
2020
Q3 		$4.6M Sell
213,451
-2,307
-1% -$51.6K 2.83% 10
2020
Q2 		$4.93M Sell
215,758
-3,703
-2% -$84.3K 3.2% 10
2020
Q1 		$4.83M Buy
219,461
+7,244
+3% +$198K 3.65% 7
2019
Q4 		$6.26M Buy
212,217
+5,007
+2% +$145K 3.94% 6
2019
Q3 		$5.92M Buy
207,210
+33,145
+19% +$878K 3.99% 7
2019
Q2 		$4.41M Buy
174,065
+10,567
+6% +$253K 3.01% 9
2019
Q1 		$3.87M Buy
163,498
+19,158
+13% +$441K 2.79% 8
2018
Q4 		$3.11M Sell
144,340
-14,608
-9% -$340K 2.58% 10
2018
Q3 		$4.03M Buy
158,948
+1,743
+1% +$42.7K 2.76% 9
2018
Q2 		$3.81M Buy
157,205
+20,767
+15% +$521K 2.82% 8
2018
Q1 		$3.67M Buy
136,438
+6,810
+5% +$190K 2.55% 10
2017
Q4 		$3.81M Sell
129,628
-2,559
-2% -$69.9K 2.48% 10
2017
Q3 		$3.91M Sell
132,187
-10,702
-7% -$304K 2.63% 9
2017
Q2 		$4.07M Buy
142,889
+6,471
+5% +$191K 2.8% 8
2017
Q1 		$4.28M Buy
136,418
+942
+0.7% +$29.6K 3.05% 6
2016
Q4 		$4.35M Buy
135,476
+1,977
+1% +$58.3K 3.23% 6
2016
Q3 		$4.09M Buy
133,499
+8,274
+7% +$262K 3.04% 7
2016
Q2 		$4.09M Buy
125,225
+10,972
+10% +$327K 3.05% 7
2016
Q1 		$3.38M Buy
114,253
+21,773
+24% +$603K 2.75% 8
2015
Q4 		$2.4M Buy
92,480
+4,312
+5% +$109K 1.95% 12
2015
Q3 		$2.17M Buy
88,168
+7,566
+9% +$193K 1.9% 13
2015
Q2 		$2.16M Sell
80,602
-1,437
-2% -$37.1K 1.75% 14
2015
Q1 		$2.02M Sell
82,039
-13,004
-14% -$331K 1.69% 15
2014
Q4 		$2.41M Sell
95,043
-3,831
-4% -$99.4K 2.13% 12
2014
Q3 		$2.63M Buy
98,874
+7,891
+9% +$210K 2.33% 9
2014
Q2 		$2.43M Buy
90,983
+1,038
+1% +$27.8K 2.08% 10
2014
Q1 		$2.38M Buy
+89,945
New +$2.26M 2.11% 10

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

Mark Sheptoff Financial Planning's T Position: Q1 2026 in Review

Mark Sheptoff Financial Planning reduced its AT&T (T) stake by 15% in Q1 2026, selling an estimated $59.6K and leaving 12,208 shares worth $316K. The position accounts for 0.17% of the portfolio, ranked #76.

Mark Sheptoff Financial Planning first reported a position in T in Q1 2014 and has held it in 49 quarters since. The position peaked at $6.26M in Q4 2019. 2,965 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Mark Sheptoff Financial Planning held 12,208 shares of AT&T worth $316K as of Q1 2026.
  • Mark Sheptoff Financial Planning sold 2,231 AT&T shares in Q1 2026, an estimated $59.6K.
  • AT&T made up 0.17% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #76 holding.
  • Mark Sheptoff Financial Planning first reported a position in AT&T in Q1 2014 and has held it in 49 quarters since.
  • Mark Sheptoff Financial Planning's AT&T position peaked at $6.26M in Q4 2019.
  • 2,965 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.