Retirement Guys Formula
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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
Q3 		$321K Buy
13,158
+1,095
+9% +$26.4K 0.12% 121
2026
Q2 		$250K Sell
12,063
-378
-3% -$9.38K 0.09% 140
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% +$9.5K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Retirement Guys Formula's T Position: Q3 2026 in Review

Retirement Guys Formula increased its AT&T (T) stake by 9.1% in Q3 2026, buying an estimated $26.4K and bringing the position to 13,158 shares worth $321K. The position accounts for 0.12% of the portfolio, ranked #121.

Retirement Guys Formula first reported a position in T in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.2M in Q4 2025. 1,926 funds tracked by Wall St. Rank hold T as of Q3 2026.

  • Retirement Guys Formula held 13,158 shares of AT&T worth $321K as of Q3 2026.
  • Retirement Guys Formula bought 1,095 AT&T shares in Q3 2026, an estimated $26.4K.
  • AT&T made up 0.12% of Retirement Guys Formula's portfolio in Q3 2026, its #121 holding.
  • Retirement Guys Formula first reported a position in AT&T in Q4 2021 and has held it in 19 quarters since.
  • Retirement Guys Formula's AT&T position peaked at $1.2M in Q4 2025.
  • 1,926 funds tracked by Wall St. Rank held AT&T as of Q3 2026.

Based on Retirement Guys Formula's 13F filing for Q3 2026, filed 26 Oct 2026.