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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 		$354K Hold
17,100
– – 0.24% 142
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
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. 2,696 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.
  • 2,696 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.