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Planning Alternatives’s AT&T T Stock Holding History

Planning Alternatives’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
2025
Q3 		– Sell
-7,144
Closed -$207K – 89
2025
Q2 		$207K Buy
+7,144
New +$197K 0.03% 80
2017
Q2 		– Sell
-12,060
Closed -$378K – 56
2017
Q1 		$378K Buy
12,060
+5,296
+78% +$167K 0.07% 41
2016
Q4 		$217K Hold
6,764
– – 0.04% 44
2016
Q3 		$207K Hold
6,764
– – 0.04% 43
2016
Q2 		$221K Sell
6,764
-1,804
-21% -$53.7K 0.05% 45
2016
Q1 		$253K Hold
8,568
– – 0.06% 41
2015
Q4 		$223K Buy
+8,568
New +$217K 0.05% 45
2015
Q1 		– Sell
-8,578
Closed -$218K – 48
2014
Q4 		$218K Buy
8,578
+30
+0.4% +$778 0.05% 44
2014
Q3 		$228K Sell
8,548
-417
-5% -$11.1K 0.06% 42
2014
Q2 		$239K Buy
+8,965
New +$240K 0.06% 41

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Planning Alternatives's T Position: Q3 2025 in Review

Planning Alternatives sold out of AT&T (T) in Q3 2025, closing a stake of 7,144 shares — an estimated $207K sold.

Planning Alternatives first reported a position in T in Q2 2014 and held it in 10 quarters. The position peaked at $378K in Q1 2017. 2,867 funds tracked by Wall St. Rank hold T as of Q3 2025.

  • Planning Alternatives reported no remaining AT&T position as of Q3 2025 after selling out during the quarter.
  • Planning Alternatives sold 7,144 AT&T shares in Q3 2025, an estimated $207K.
  • Planning Alternatives first reported a position in AT&T in Q2 2014 and held it in 10 quarters.
  • Planning Alternatives's AT&T position peaked at $378K in Q1 2017.
  • 2,867 funds tracked by Wall St. Rank held AT&T as of Q3 2025.

Based on Planning Alternatives's 13F filing for Q3 2025, filed 12 Nov 2025.