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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
Q2 		$273K Buy
13,192
+2,644
+25% +$65.6K 0.04% 133
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
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 $3.37T AUM 44.26% 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

Vertex Planning Partners's T Position: Q2 2026 in Review

Vertex Planning Partners increased its AT&T (T) stake by 25% in Q2 2026, buying an estimated $65.6K and bringing the position to 13,192 shares worth $273K. The position accounts for 0.04% of the portfolio, ranked #133.

Vertex Planning Partners first reported a position in T in Q3 2024 and has held it in 8 quarters since. The position peaked at $379K in Q3 2025. 2,684 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Vertex Planning Partners held 13,192 shares of AT&T worth $273K as of Q2 2026.
  • Vertex Planning Partners bought 2,644 AT&T shares in Q2 2026, an estimated $65.6K.
  • AT&T made up 0.04% of Vertex Planning Partners's portfolio in Q2 2026, its #133 holding.
  • Vertex Planning Partners first reported a position in AT&T in Q3 2024 and has held it in 8 quarters since.
  • Vertex Planning Partners's AT&T position peaked at $379K in Q3 2025.
  • 2,684 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.