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Strategic Planning Group’s AT&T T Stock Holding History

Strategic Planning Group’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 		$240K Sell
11,606
-104
-0.9% -$2.58K 0.03% 73
2026
Q1 		$339K Buy
11,710
+110
+0.9% +$2.94K 0.05% 65
2025
Q4 		$288K Sell
11,600
-300
-3% -$7.59K 0.04% 67
2025
Q3 		$336K Buy
11,900
+165
+1% +$4.68K 0.05% 67
2025
Q2 		$340K Buy
11,735
+94
+0.8% +$2.59K 0.06% 73
2025
Q1 		$329K Buy
11,641
+469
+4% +$11.8K 0.06% 76
2024
Q4 		$254K Buy
11,172
+36
+0.3% +$810 0.05% 78
2024
Q3 		$245K Sell
11,136
-35
-0.3% -$696 0.05% 77
2024
Q2 		$213K Buy
11,171
+30
+0.3% +$522 0.05% 75
2024
Q1 		$196K Buy
11,141
+1
+0% +$17 0.05% 116
2023
Q4 		$187K Buy
+11,140
New +$176K 0.06% 113

Other funds holding T

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TC
Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $1.6B AUM 23.66% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Strategic Planning Group's T Position: Q2 2026 in Review

Strategic Planning Group reduced its AT&T (T) stake by 0.89% in Q2 2026, selling an estimated $2.58K and leaving 11,606 shares worth $240K. The position accounts for 0.03% of the portfolio, ranked #73.

Strategic Planning Group first reported a position in T in Q4 2023 and has held it in 11 quarters since. The position peaked at $340K in Q2 2025. 578 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Strategic Planning Group held 11,606 shares of AT&T worth $240K as of Q2 2026.
  • Strategic Planning Group sold 104 AT&T shares in Q2 2026, an estimated $2.58K.
  • AT&T made up 0.03% of Strategic Planning Group's portfolio in Q2 2026, its #73 holding.
  • Strategic Planning Group first reported a position in AT&T in Q4 2023 and has held it in 11 quarters since.
  • Strategic Planning Group's AT&T position peaked at $340K in Q2 2025.
  • 578 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Strategic Planning Group's 13F filing for Q2 2026, filed 16 Jul 2026.