Pinnacle Wealth Planning Services’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 | $1.17M | Sell |
40,415
-5,583
| -12% | -$149K | 0.12% | 95 |
|
|
2025
Q4 | $1.14M | Sell |
45,998
-5,178
| -10% | -$131K | 0.12% | 90 |
|
|
2025
Q3 | $1.45M | Buy |
51,176
+2,123
| +4% | +$60.3K | 0.17% | 77 |
|
|
2025
Q2 | $1.42M | Buy |
49,053
+7,362
| +18% | +$203K | 0.19% | 70 |
|
|
2025
Q1 | $1.18M | Buy |
41,691
+4,703
| +13% | +$118K | 0.18% | 70 |
|
|
2024
Q4 | $842K | Sell |
36,988
-3,020
| -8% | -$68K | 0.13% | 95 |
|
|
2024
Q3 | $880K | Buy |
40,008
+345
| +0.9% | +$6.87K | 0.12% | 107 |
|
|
2024
Q2 | $758K | Sell |
39,663
-418
| -1% | -$7.27K | 0.11% | 120 |
|
|
2024
Q1 | $705K | Sell |
40,081
-7,186
| -15% | -$123K | 0.1% | 129 |
|
|
2023
Q4 | $793K | Buy |
47,267
+8,712
| +23% | +$138K | 0.12% | 111 |
|
|
2023
Q3 | $579K | Buy |
38,555
+3,633
| +10% | +$53.3K | 0.1% | 139 |
|
|
2023
Q2 | $557K | Sell |
34,922
-20,480
| -37% | -$349K | 0.09% | 150 |
|
|
2023
Q1 | $1.07M | Buy |
55,402
+3,089
| +6% | +$59K | 0.18% | 91 |
|
|
2022
Q4 | $963K | Buy |
52,313
+26,766
| +105% | +$479K | 0.17% | 85 |
|
|
2022
Q3 | $392K | Sell |
25,547
-19,179
| -43% | -$349K | 0.07% | 182 |
|
|
2022
Q2 | $937K | Sell |
44,726
-19,619
| -30% | -$391K | 0.17% | 92 |
|
|
2022
Q1 | $1.15M | Buy |
64,345
+29,289
| +84% | +$542K | 0.21% | 78 |
|
|
2021
Q4 | $651K | Sell |
35,056
-1,947
| -5% | -$36.4K | 0.13% | 119 |
|
|
2021
Q3 | $755K | Sell |
37,003
-106,299
| -74% | -$2.23M | 0.17% | 93 |
|
|
2021
Q2 | $3.12M | Buy |
143,302
+850
| +0.6% | +$19.3K | 0.72% | 27 |
|
|
2021
Q1 | $3.26M | Buy |
142,452
+11,549
| +9% | +$255K | 0.84% | 21 |
|
|
2020
Q4 | $2.84M | Buy |
130,903
+86,511
| +195% | +$1.87M | 0.68% | 21 |
|
|
2020
Q3 | $956K | Sell |
44,392
-1,049
| -2% | -$23.4K | 0.32% | 60 |
|
|
2020
Q2 | $1.04M | Sell |
45,441
-4,953
| -10% | -$113K | 0.34% | 58 |
|
|
2020
Q1 | $1.11M | Buy |
50,394
+7,328
| +17% | +$200K | 0.53% | 38 |
|
|
2019
Q4 | $1.27M | Buy |
43,066
+1,247
| +3% | +$36K | 0.6% | 30 |
|
|
2019
Q3 | $1.2M | Buy |
41,819
+11,886
| +40% | +$315K | 0.65% | 27 |
|
|
2019
Q2 | $757K | Buy |
29,933
+1,839
| +7% | +$44.1K | 0.46% | 40 |
|
|
2019
Q1 | $666K | Buy |
28,094
+3,257
| +13% | +$74.9K | 0.45% | 40 |
|
|
2018
Q4 | $535K | Sell |
24,837
-13,752
| -36% | -$320K | 0.34% | 60 |
|
|
2018
Q3 | $979K | Buy |
38,589
+672
| +2% | +$16.5K | 0.9% | 27 |
|
|
2018
Q2 | $920K | Buy |
37,917
+834
| +2% | +$20.9K | 0.89% | 27 |
|
|
2018
Q1 | $998K | Buy |
37,083
+10,214
| +38% | +$284K | 1.03% | 22 |
|
|
2017
Q4 | $789K | Buy |
+26,869
| New | +$734K | 1.61% | 15 |
|
Other funds holding T
VCM
VPM
Pinnacle Wealth Planning Services's T Position: Q1 2026 in Review
Pinnacle Wealth Planning Services reduced its AT&T (T) stake by 12% in Q1 2026, selling an estimated $149K and leaving 40,415 shares worth $1.17M. The position accounts for 0.12% of the portfolio, ranked #95.
Pinnacle Wealth Planning Services first reported a position in T in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.26M in Q1 2021. 2,963 funds tracked by Wall St. Rank hold T as of Q1 2026.
- Pinnacle Wealth Planning Services held 40,415 shares of AT&T worth $1.17M as of Q1 2026.
- Pinnacle Wealth Planning Services sold 5,583 AT&T shares in Q1 2026, an estimated $149K.
- AT&T made up 0.12% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #95 holding.
- Pinnacle Wealth Planning Services first reported a position in AT&T in Q4 2017 and has held it in 34 quarters since.
- Pinnacle Wealth Planning Services's AT&T position peaked at $3.26M in Q1 2021.
- 2,963 funds tracked by Wall St. Rank held AT&T as of Q1 2026.
Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.