Retirement Planning Group (New York)’s AT&T T Stock Holding History

Retirement Planning Group (New York)’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	$559K	Buy	26,988 +150	+0.6%	+$3.72K	0.3%	57
2026 Q1	$778K	Buy	26,838 +47	+0.2%	+$1.26K	0.5%	36
2025 Q4	$665K	Buy	26,791 +803	+3%	+$20.3K	0.45%	40
2025 Q3	$734K	Sell	25,988 -141	-0.5%	-$4K	0.55%	35
2025 Q2	$756K	Buy	26,129 +980	+4%	+$27K	0.66%	32
2025 Q1	$711K	Buy	25,149 +857	+4%	+$21.6K	0.72%	30
2024 Q4	$553K	Buy	+24,292	New	+$547K	0.61%	30

Other funds holding T

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Retirement Planning Group (New York)'s T Position: Q2 2026 in Review

Retirement Planning Group (New York) increased its AT&T (T) stake by 0.56% in Q2 2026, buying an estimated $3.72K and bringing the position to 26,988 shares worth $559K. The position accounts for 0.3% of the portfolio, ranked #57.

Retirement Planning Group (New York) first reported a position in T in Q4 2024 and has held it in 7 quarters since. The position peaked at $778K in Q1 2026. 2,686 funds tracked by Wall St. Rank hold T as of Q2 2026.

Retirement Planning Group (New York) held 26,988 shares of AT&T worth $559K as of Q2 2026.
Retirement Planning Group (New York) bought 150 AT&T shares in Q2 2026, an estimated $3.72K.
AT&T made up 0.3% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #57 holding.
Retirement Planning Group (New York) first reported a position in AT&T in Q4 2024 and has held it in 7 quarters since.
Retirement Planning Group (New York)'s AT&T position peaked at $778K in Q1 2026.
2,686 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.