Spartan Planning & Wealth Management’s AT&T T Stock Holding History

Spartan Planning & Wealth Management’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	–	Sell	-15,496	Closed	-$449K	–	87
2026 Q1	$449K	Buy	+15,496	New	+$414K	0.33%	41
2025 Q4	–	Sell	-14,253	Closed	-$403K	–	91
2025 Q3	$403K	Sell	14,253 -247	-2%	-$7.01K	0.31%	52
2025 Q2	$420K	Buy	14,500 +3,692	+34%	+$102K	0.36%	47
2025 Q1	$306K	Sell	10,808 -1,661	-13%	-$41.8K	0.3%	52
2024 Q4	$284K	Buy	+12,469	New	+$281K	0.26%	58
2023 Q4	$96.2K	Buy	+5,734	New	+$90.5K	0.1%	96
2022 Q4	$39.8K	Buy	+2,163	New	+$38.7K	0.05%	106
2022 Q3	–	Sell	-5,167	Closed	-$108K	–	114
2022 Q2	$108K	Buy	+5,167	New	+$103K	0.14%	50

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

Spartan Planning & Wealth Management's T Position: Q2 2026 in Review

Spartan Planning & Wealth Management sold out of AT&T (T) in Q2 2026, closing a stake of 15,496 shares — an estimated $449K sold.

Spartan Planning & Wealth Management first reported a position in T in Q2 2022 and held it in 8 quarters. The position peaked at $449K in Q1 2026. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

Spartan Planning & Wealth Management reported no remaining AT&T position as of Q2 2026 after selling out during the quarter.
Spartan Planning & Wealth Management sold 15,496 AT&T shares in Q2 2026, an estimated $449K.
Spartan Planning & Wealth Management first reported a position in AT&T in Q2 2022 and held it in 8 quarters.
Spartan Planning & Wealth Management's AT&T position peaked at $449K in Q1 2026.
2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.