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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
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
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 Planning Group (New York)'s T Position: Q1 2026 in Review

Retirement Planning Group (New York) increased its AT&T (T) stake by 0.18% in Q1 2026, buying an estimated $1.26K and bringing the position to 26,838 shares worth $778K. The position accounts for 0.5% of the portfolio, ranked #36.

Retirement Planning Group (New York) first reported a position in T in Q4 2024 and has held it in 6 quarters since. 2,963 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Retirement Planning Group (New York) held 26,838 shares of AT&T worth $778K as of Q1 2026.
  • Retirement Planning Group (New York) bought 47 AT&T shares in Q1 2026, an estimated $1.26K.
  • AT&T made up 0.5% of Retirement Planning Group (New York)'s portfolio in Q1 2026, its #36 holding.
  • Retirement Planning Group (New York) first reported a position in AT&T in Q4 2024 and has held it in 6 quarters since.
  • 2,963 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q1 2026, filed 21 Apr 2026.