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Planned Solutions’s AT&T T Stock Holding History

Planned Solutions’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 		$201K Buy
9,706
+795
+9% +$19.7K 0.06% 154
2026
Q1 		$258K Sell
8,911
-288
-3% -$7.69K 0.08% 112
2025
Q4 		$229K Buy
9,199
+1,133
+14% +$28.7K 0.07% 124
2025
Q3 		$228K Buy
+8,066
New +$229K 0.08% 128
2024
Q4 		– Sell
-1,199
Closed -$26.4K – 569
2024
Q3 		$26.4K Buy
+1,199
New +$23.9K 0.01% 364
2024
Q1 		– Sell
-1,043
Closed -$17.5K – 493
2023
Q4 		$17.5K Buy
+1,043
New +$16.5K 0.01% 380
2021
Q1 		– Sell
-3,773
Closed -$82K – 366
2020
Q4 		$82K Hold
3,773
– – 0.07% 129
2020
Q3 		$81K Buy
+3,773
New +$84.3K 0.08% 98

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

Planned Solutions's T Position: Q2 2026 in Review

Planned Solutions increased its AT&T (T) stake by 8.9% in Q2 2026, buying an estimated $19.7K and bringing the position to 9,706 shares worth $201K. The position accounts for 0.06% of the portfolio, ranked #154.

Planned Solutions first reported a position in T in Q3 2020 and has held it in 8 quarters since. The position peaked at $258K in Q1 2026. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Planned Solutions held 9,706 shares of AT&T worth $201K as of Q2 2026.
  • Planned Solutions bought 795 AT&T shares in Q2 2026, an estimated $19.7K.
  • AT&T made up 0.06% of Planned Solutions's portfolio in Q2 2026, its #154 holding.
  • Planned Solutions first reported a position in AT&T in Q3 2020 and has held it in 8 quarters since.
  • Planned Solutions's AT&T position peaked at $258K in Q1 2026.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.