TWPM
T icon

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
Q1 		$496K Buy
17,100
+600
+4% +$16K 0.37% 92
2025
Q4 		$410K Buy
+16,500
New +$418K 0.3% 107
2025
Q2 		$460K Buy
15,900
+500
+3% +$13.8K 0.37% 88
2025
Q1 		$436K Buy
+15,400
New +$387K 0.41% 81

Other funds holding T

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Total Wealth Planning & Management's T Position: Q1 2026 in Review

Total Wealth Planning & Management increased its AT&T (T) stake by 14% in Q1 2026, buying an estimated $138K and bringing the position to 41,340 shares worth $1.2M. The position accounts for 0.89% of the portfolio, ranked #30.

Total Wealth Planning & Management first reported a position in T in Q4 2024 and has held it in 5 quarters since. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Total Wealth Planning & Management held 41,340 shares of AT&T worth $1.2M as of Q1 2026.
  • Total Wealth Planning & Management bought 5,180 AT&T shares in Q1 2026, an estimated $138K.
  • AT&T made up 0.89% of Total Wealth Planning & Management's portfolio in Q1 2026, its #30 holding.
  • Total Wealth Planning & Management first reported a position in AT&T in Q4 2024 and has held it in 5 quarters since.
  • 2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.