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Prism Planning Partners’s AT&T T Stock Holding History

Prism Planning Partners’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 		$346K Buy
16,692
+2,778
+20% +$68.9K 0.37% 24
2026
Q1 		$403K Sell
13,914
-2,908
-17% -$77.7K 0.48% 23
2025
Q4 		$418K Buy
+16,822
New +$426K 0.47% 26

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

Prism Planning Partners's T Position: Q2 2026 in Review

Prism Planning Partners increased its AT&T (T) stake by 20% in Q2 2026, buying an estimated $68.9K and bringing the position to 16,692 shares worth $346K. The position accounts for 0.37% of the portfolio, ranked #24.

Prism Planning Partners first reported a position in T in Q4 2025 and has held it in 3 quarters since. The position peaked at $418K in Q4 2025. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Prism Planning Partners held 16,692 shares of AT&T worth $346K as of Q2 2026.
  • Prism Planning Partners bought 2,778 AT&T shares in Q2 2026, an estimated $68.9K.
  • AT&T made up 0.37% of Prism Planning Partners's portfolio in Q2 2026, its #24 holding.
  • Prism Planning Partners first reported a position in AT&T in Q4 2025 and has held it in 3 quarters since.
  • Prism Planning Partners's AT&T position peaked at $418K in Q4 2025.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Prism Planning Partners's 13F filing for Q2 2026, filed 23 Jul 2026.