Strategic Planning Group
T icon

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
Q3 		$287K Buy
11,780
+174
+1% +$4.2K 0.03% 70
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% -$7.6K 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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Strategic Planning Group's T Position: Q3 2026 in Review

Strategic Planning Group increased its AT&T (T) stake by 1.5% in Q3 2026, buying an estimated $4.2K and bringing the position to 11,780 shares worth $287K. The position accounts for 0.03% of the portfolio, ranked #70.

Strategic Planning Group first reported a position in T in Q4 2023 and has held it in 12 quarters since. The position peaked at $340K in Q2 2025. 2,200 funds tracked by Wall St. Rank hold T as of Q3 2026.

  • Strategic Planning Group held 11,780 shares of AT&T worth $287K as of Q3 2026.
  • Strategic Planning Group bought 174 AT&T shares in Q3 2026, an estimated $4.2K.
  • AT&T made up 0.03% of Strategic Planning Group's portfolio in Q3 2026, its #70 holding.
  • Strategic Planning Group first reported a position in AT&T in Q4 2023 and has held it in 12 quarters since.
  • Strategic Planning Group's AT&T position peaked at $340K in Q2 2025.
  • 2,200 funds tracked by Wall St. Rank held AT&T as of Q3 2026.

Based on Strategic Planning Group's 13F filing for Q3 2026, filed 22 Oct 2026.