Vertex Planning Partners’s AT&T T Stock Holding History

Vertex Planning Partners’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	$306K	Buy	10,548 +7	+0.1%	+$187	0.06%	109
2025 Q4	$262K	Sell	10,541 -2,882	-21%	-$73K	0.06%	113
2025 Q3	$379K	Buy	13,423 +556	+4%	+$15.8K	0.07%	141
2025 Q2	$372K	Buy	12,867 +4	+0%	+$110	0.08%	130
2025 Q1	$364K	Buy	12,863 +111	+0.9%	+$2.79K	0.08%	126
2024 Q4	$290K	Buy	12,752 +1,729	+16%	+$38.9K	0.06%	148
2024 Q3	$243K	Buy	+11,023	New	+$219K	0.06%	146

Other funds holding T

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vertex Planning Partners's T Position: Q1 2026 in Review

Vertex Planning Partners increased its AT&T (T) stake by 0.07% in Q1 2026, buying an estimated $187 and bringing the position to 10,548 shares worth $306K. The position accounts for 0.06% of the portfolio, ranked #109.

Vertex Planning Partners first reported a position in T in Q3 2024 and has held it in 7 quarters since. The position peaked at $379K in Q3 2025. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

Vertex Planning Partners held 10,548 shares of AT&T worth $306K as of Q1 2026.
Vertex Planning Partners bought 7 AT&T shares in Q1 2026, an estimated $187.
AT&T made up 0.06% of Vertex Planning Partners's portfolio in Q1 2026, its #109 holding.
Vertex Planning Partners first reported a position in AT&T in Q3 2024 and has held it in 7 quarters since.
Vertex Planning Partners's AT&T position peaked at $379K in Q3 2025.
2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.