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

Total Wealth Planning & 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	$825K	Sell	39,877 -1,463	-4%	-$36.3K	0.56%	49
2026 Q1	$1.2M	Buy	41,340 +5,180	+14%	+$138K	0.89%	30
2025 Q4	$898K	Buy	+36,160	New	+$915K	0.67%	41
2025 Q2	$1,000K	Sell	34,541 -1,881	-5%	-$51.8K	0.81%	28
2025 Q1	$1.03M	Buy	36,422 +13,584	+59%	+$342K	0.98%	24
2024 Q4	$520K	Buy	+22,838	New	+$514K	0.47%	62

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

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

Total Wealth Planning & Management reduced its AT&T (T) stake by 3.5% in Q2 2026, selling an estimated $36.3K and leaving 39,877 shares worth $825K. The position accounts for 0.56% of the portfolio, ranked #49.

Total Wealth Planning & Management first reported a position in T in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.2M in Q1 2026. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

Total Wealth Planning & Management held 39,877 shares of AT&T worth $825K as of Q2 2026.
Total Wealth Planning & Management sold 1,463 AT&T shares in Q2 2026, an estimated $36.3K.
AT&T made up 0.56% of Total Wealth Planning & Management's portfolio in Q2 2026, its #49 holding.
Total Wealth Planning & Management first reported a position in AT&T in Q4 2024 and has held it in 6 quarters since.
Total Wealth Planning & Management's AT&T position peaked at $1.2M in Q1 2026.
2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.