PDS 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
Q1 | $1.09M | Buy |
37,657
+5,449
| +17% | +$146K | 0.07% | 126 |
|
|
2025
Q4 | $800K | Sell |
32,208
-7,778
| -19% | -$197K | 0.05% | 174 |
|
|
2025
Q3 | $1.13M | Buy |
39,986
+677
| +2% | +$19.2K | 0.08% | 121 |
|
|
2025
Q2 | $1.14M | Buy |
39,309
+2,627
| +7% | +$72.4K | 0.08% | 111 |
|
|
2025
Q1 | $1.04M | Buy |
36,682
+3,632
| +11% | +$91.3K | 0.09% | 101 |
|
|
2024
Q4 | $753K | Buy |
33,050
+1,470
| +5% | +$33.1K | 0.07% | 126 |
|
|
2024
Q3 | $695K | Buy |
31,580
+398
| +1% | +$7.92K | 0.06% | 138 |
|
|
2024
Q2 | $596K | Buy |
31,182
+1,118
| +4% | +$19.4K | 0.06% | 141 |
|
|
2024
Q1 | $529K | Buy |
30,064
+2,620
| +10% | +$44.7K | 0.06% | 153 |
|
|
2023
Q4 | $461K | Buy |
27,444
+1,271
| +5% | +$20.1K | 0.05% | 161 |
|
|
2023
Q3 | $393K | Buy |
26,173
+2,104
| +9% | +$30.8K | 0.05% | 165 |
|
|
2023
Q2 | $384K | Sell |
24,069
-8,097
| -25% | -$138K | 0.05% | 171 |
|
|
2023
Q1 | $619K | Buy |
32,166
+8,891
| +38% | +$170K | 0.09% | 101 |
|
|
2022
Q4 | $428K | Buy |
23,275
+2,234
| +11% | +$40K | 0.07% | 110 |
|
|
2022
Q3 | $323K | Sell |
21,041
-4,888
| -19% | -$88.9K | 0.06% | 126 |
|
|
2022
Q2 | $543K | Buy |
25,929
+1,894
| +8% | +$37.8K | 0.1% | 88 |
|
|
2022
Q1 | $429K | Buy |
24,035
+6,859
| +40% | +$127K | 0.08% | 106 |
|
|
2021
Q4 | $319K | Sell |
17,176
-8,327
| -33% | -$156K | 0.06% | 130 |
|
|
2021
Q3 | $520K | Buy |
25,503
+236
| +0.9% | +$4.96K | 0.12% | 85 |
|
|
2021
Q2 | $549K | Sell |
25,267
-139
| -0.5% | -$3.16K | 0.13% | 81 |
|
|
2021
Q1 | $581K | Buy |
25,406
+6,630
| +35% | +$147K | 0.17% | 69 |
|
|
2020
Q4 | $408K | Sell |
18,776
-451
| -2% | -$9.73K | 0.14% | 82 |
|
|
2020
Q3 | $414K | Sell |
19,227
-2,280
| -11% | -$51K | 0.17% | 75 |
|
|
2020
Q2 | $491K | Buy |
21,507
+5,289
| +33% | +$120K | 0.22% | 64 |
|
|
2020
Q1 | $357K | Buy |
16,218
+506
| +3% | +$13.8K | 0.23% | 60 |
|
|
2019
Q4 | $464K | Sell |
15,712
-169
| -1% | -$4.88K | 0.29% | 53 |
|
|
2019
Q3 | $454K | Buy |
15,881
+550
| +4% | +$14.6K | 0.32% | 51 |
|
|
2019
Q2 | $388K | Buy |
15,331
+330
| +2% | +$7.92K | 0.29% | 54 |
|
|
2019
Q1 | $355K | Sell |
15,001
-879
| -6% | -$20.2K | 0.28% | 57 |
|
|
2018
Q4 | $342K | Sell |
15,880
-1,501
| -9% | -$34.9K | 0.29% | 53 |
|
|
2018
Q3 | $441K | Sell |
17,381
-290
| -2% | -$7.1K | 0.38% | 45 |
|
|
2018
Q2 | $429K | Sell |
17,671
-633
| -3% | -$15.9K | 0.42% | 42 |
|
|
2018
Q1 | $493K | Sell |
18,304
-2,411
| -12% | -$67.1K | 0.5% | 39 |
|
|
2017
Q4 | $608K | Buy |
+20,715
| New | +$566K | 0.62% | 37 |
|
Other funds holding T
VCM
VPM
PDS Planning's T Position: Q1 2026 in Review
PDS Planning increased its AT&T (T) stake by 17% in Q1 2026, buying an estimated $146K and bringing the position to 37,657 shares worth $1.09M. The position accounts for 0.07% of the portfolio, ranked #126.
PDS Planning first reported a position in T in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.14M in Q2 2025. 2,963 funds tracked by Wall St. Rank hold T as of Q1 2026.
- PDS Planning held 37,657 shares of AT&T worth $1.09M as of Q1 2026.
- PDS Planning bought 5,449 AT&T shares in Q1 2026, an estimated $146K.
- AT&T made up 0.07% of PDS Planning's portfolio in Q1 2026, its #126 holding.
- PDS Planning first reported a position in AT&T in Q4 2017 and has held it in 34 quarters since.
- PDS Planning's AT&T position peaked at $1.14M in Q2 2025.
- 2,963 funds tracked by Wall St. Rank held AT&T as of Q1 2026.
Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.