Walled Lake Planning & Wealth Management’s AT&T T Stock Holding History

Walled Lake Planning & Wealth 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	$258K	Sell	12,454 -1,316	-10%	-$32.7K	0.07%	124
2026 Q1	$399K	Buy	+13,770	New	+$368K	0.12%	91
2025 Q4	–	Sell	-8,312	Closed	-$235K	–	145
2025 Q3	$235K	Buy	8,312 +18	+0.2%	+$511	0.08%	124
2025 Q2	$240K	Buy	8,294 +17	+0.2%	+$468	0.08%	116
2025 Q1	$234K	Buy	+8,277	New	+$208K	0.08%	116
2021 Q4	–	Sell	-498	Closed	-$10K	–	288
2021 Q3	$10K	Buy	498 +5	+1%	+$105	0.01%	259
2021 Q2	$11K	Buy	493 +4	+0.8%	+$91	0.01%	238
2021 Q1	$11K	Buy	489 +4	+0.8%	+$88	0.01%	231
2020 Q4	$11K	Buy	485 +6	+1%	+$129	0.01%	212
2020 Q3	$10K	Buy	479 +4	+0.8%	+$89	0.01%	217
2020 Q2	$11K	Sell	475 -101	-18%	-$2.3K	0.01%	194
2020 Q1	$13K	Buy	576 +109	+23%	+$2.98K	0.01%	172
2019 Q4	$14K	Buy	+467	New	+$13.5K	0.01%	181

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

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

Walled Lake Planning & Wealth Management reduced its AT&T (T) stake by 9.6% in Q2 2026, selling an estimated $32.7K and leaving 12,454 shares worth $258K. The position accounts for 0.07% of the portfolio, ranked #124.

Walled Lake Planning & Wealth Management first reported a position in T in Q4 2019 and has held it in 13 quarters since. The position peaked at $399K in Q1 2026. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

Walled Lake Planning & Wealth Management held 12,454 shares of AT&T worth $258K as of Q2 2026.
Walled Lake Planning & Wealth Management sold 1,316 AT&T shares in Q2 2026, an estimated $32.7K.
AT&T made up 0.07% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #124 holding.
Walled Lake Planning & Wealth Management first reported a position in AT&T in Q4 2019 and has held it in 13 quarters since.
Walled Lake Planning & Wealth Management's AT&T position peaked at $399K in Q1 2026.
2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.