PWP
T icon

Phillips Wealth Planners’s AT&T T Stock Holding History

Phillips Wealth Planners’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 		$480K Sell
22,751
-5,775
-20% -$143K 0.35% 83
2026
Q1 		$709K Buy
28,526
+8,310
+41% +$222K 0.53% 52
2025
Q4 		$475K Sell
20,216
-1,846
-8% -$46.7K 0.38% 83
2025
Q3 		$571K Buy
22,062
+14,246
+182% +$405K 0.47% 66
2025
Q2 		$221K Sell
7,816
-1,236
-14% -$34.1K 0.2% 172
2025
Q1 		$243K Sell
9,052
-1,439
-14% -$36.2K 0.26% 144
2024
Q4 		$228K Buy
10,491
+265
+3% +$5.96K 0.23% 157
2024
Q3 		$222K Sell
10,226
-1,266
-11% -$25.2K 0.21% 172
2024
Q2 		$215K Sell
11,492
-1,474
-11% -$25.6K 0.23% 164
2024
Q1 		$209K Buy
12,966
+2,760
+27% +$47.1K 0.24% 166
2023
Q4 		$167K Sell
10,206
-2,856
-22% -$45.1K 0.2% 153
2023
Q3 		$199K Sell
13,062
-2,476
-16% -$36.3K 0.27% 141
2023
Q2 		$248K Buy
15,538
+354
+2% +$6.03K 0.33% 114
2023
Q1 		$266K Buy
+15,184
New +$290K 0.35% 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

Phillips Wealth Planners's T Position: Q2 2026 in Review

Phillips Wealth Planners reduced its AT&T (T) stake by 20% in Q2 2026, selling an estimated $143K and leaving 22,751 shares worth $480K. The position accounts for 0.35% of the portfolio, ranked #83.

Phillips Wealth Planners first reported a position in T in Q1 2023 and has held it in 14 quarters since. The position peaked at $709K in Q1 2026. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Phillips Wealth Planners held 22,751 shares of AT&T worth $480K as of Q2 2026.
  • Phillips Wealth Planners sold 5,775 AT&T shares in Q2 2026, an estimated $143K.
  • AT&T made up 0.35% of Phillips Wealth Planners's portfolio in Q2 2026, its #83 holding.
  • Phillips Wealth Planners first reported a position in AT&T in Q1 2023 and has held it in 14 quarters since.
  • Phillips Wealth Planners's AT&T position peaked at $709K in Q1 2026.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.