St. Louis Financial Planners Asset Management’s AT&T T Stock Holding History

St. Louis Financial Planners Asset 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 Q1	–	Sell	-148,126	Closed	-$3.68M	–	51
2025 Q4	$3.68M	Buy	148,126 +137,848	+1,341%	+$3.49M	2.26%	13
2025 Q3	$290K	Sell	10,278 -116,126	-92%	-$3.3M	0.19%	32
2025 Q2	$3.66M	Buy	126,404 +113,429	+874%	+$3.13M	2.79%	7
2025 Q1	$367K	Buy	+12,975	New	+$326K	0.27%	20
2023 Q3	–	Sell	-121,491	Closed	-$1.94M	–	33
2023 Q2	$1.94M	Buy	121,491 +30,633	+34%	+$522K	1.94%	13
2023 Q1	$1.75M	Buy	+90,858	New	+$1.74M	1.99%	14

Other funds holding T

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

St. Louis Financial Planners Asset Management's T Position: Q1 2026 in Review

St. Louis Financial Planners Asset Management sold out of AT&T (T) in Q1 2026, closing a stake of 148,126 shares — an estimated $3.68M sold.

St. Louis Financial Planners Asset Management first reported a position in T in Q1 2023 and held it in 6 quarters. The position peaked at $3.68M in Q4 2025. 2,965 funds tracked by Wall St. Rank hold T as of Q1 2026.

St. Louis Financial Planners Asset Management reported no remaining AT&T position as of Q1 2026 after selling out during the quarter.
St. Louis Financial Planners Asset Management sold 148,126 AT&T shares in Q1 2026, an estimated $3.68M.
St. Louis Financial Planners Asset Management first reported a position in AT&T in Q1 2023 and held it in 6 quarters.
St. Louis Financial Planners Asset Management's AT&T position peaked at $3.68M in Q4 2025.
2,965 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on St. Louis Financial Planners Asset Management's 13F filing for Q1 2026, filed 7 Apr 2026.