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Retirement Guys Formula’s AT&T T Stock Holding History

Retirement Guys Formula’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
Q1 		$361K Sell
12,441
-35,681
-74% -$953K 0.17% 105
2025
Q4 		$1.2M Buy
48,122
+37,939
+373% +$960K 0.55% 72
2025
Q3 		$288K Buy
10,183
+210
+2% +$5.96K 0.1% 129
2025
Q2 		$289K Buy
9,973
+123
+1% +$3.39K 0.11% 115
2025
Q1 		$279K Buy
9,850
+632
+7% +$15.9K 0.14% 111
2024
Q4 		$210K Sell
9,218
-300
-3% -$6.75K 0.11% 125
2024
Q3 		$209K Buy
+9,518
New +$189K 0.1% 121
2024
Q2 		– Sell
-10,125
Closed -$178K – 130
2024
Q1 		$178K Sell
10,125
-28,610
-74% -$489K 0.09% 120
2023
Q4 		$650K Sell
38,735
-4,739
-11% -$74.8K 0.35% 70
2023
Q3 		$653K Buy
43,474
+4,582
+12% +$67.2K 0.45% 64
2023
Q2 		$620K Buy
38,892
+4,979
+15% +$84.8K 0.36% 73
2023
Q1 		$653K Buy
33,913
+499
+1% +$9.54K 0.47% 53
2022
Q4 		$615K Buy
33,414
+4,568
+16% +$81.8K 0.5% 44
2022
Q3 		$443K Buy
28,846
+5,300
+23% +$96.4K 0.47% 52
2022
Q2 		$494K Buy
23,546
+332
+1% +$6.62K 0.51% 44
2022
Q1 		$414K Buy
23,214
+2,459
+12% +$45.5K 0.28% 68
2021
Q4 		$386K Buy
+20,755
New +$388K 0.31% 66

Other funds holding T

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Retirement Guys Formula's T Position: Q1 2026 in Review

Retirement Guys Formula reduced its AT&T (T) stake by 74% in Q1 2026, selling an estimated $953K and leaving 12,441 shares worth $361K. The position accounts for 0.17% of the portfolio, ranked #105.

Retirement Guys Formula first reported a position in T in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.2M in Q4 2025. 2,963 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Retirement Guys Formula held 12,441 shares of AT&T worth $361K as of Q1 2026.
  • Retirement Guys Formula sold 35,681 AT&T shares in Q1 2026, an estimated $953K.
  • AT&T made up 0.17% of Retirement Guys Formula's portfolio in Q1 2026, its #105 holding.
  • Retirement Guys Formula first reported a position in AT&T in Q4 2021 and has held it in 17 quarters since.
  • Retirement Guys Formula's AT&T position peaked at $1.2M in Q4 2025.
  • 2,963 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.