WealthPlan Investment Management’s AT&T T Stock Holding History

WealthPlan Investment 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	$1.91M	Sell	92,345 -6,028	-6%	-$150K	0.09%	167
2026 Q1	$2.85M	Buy	98,373 +35,016	+55%	+$935K	0.16%	127
2025 Q4	$1.57M	Buy	63,357 +51,055	+415%	+$1.29M	0.1%	162
2025 Q3	$347K	Buy	12,302 +290	+2%	+$8.23K	0.02%	259
2025 Q2	$348K	Buy	12,012 +2,092	+21%	+$57.7K	0.03%	273
2025 Q1	$281K	Buy	9,920 +579	+6%	+$14.6K	0.03%	228
2024 Q4	$213K	Buy	+9,341	New	+$210K	0.02%	251
2023 Q3	–	Sell	-56	Closed	-$892	–	330
2023 Q2	$892	Buy	56 +1	+2%	+$17	﹤0.01%	337
2023 Q1	$1.06K	Sell	55 -43,109	-100%	-$824K	﹤0.01%	407
2022 Q4	$831K	Buy	43,164 +10,015	+30%	+$179K	0.06%	188
2022 Q3	$640K	Buy	+33,149	New	+$603K	0.05%	209
2022 Q1	$550K	Buy	+38,589	New	+$714K	0.04%	240

Other funds holding T

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

WealthPlan Investment Management's T Position: Q2 2026 in Review

WealthPlan Investment Management reduced its AT&T (T) stake by 6.1% in Q2 2026, selling an estimated $150K and leaving 92,345 shares worth $1.91M. The position accounts for 0.09% of the portfolio, ranked #167.

WealthPlan Investment Management first reported a position in T in Q1 2022 and has held it in 12 quarters since. The position peaked at $2.85M in Q1 2026. 1,044 funds tracked by Wall St. Rank hold T as of Q2 2026.

WealthPlan Investment Management held 92,345 shares of AT&T worth $1.91M as of Q2 2026.
WealthPlan Investment Management sold 6,028 AT&T shares in Q2 2026, an estimated $150K.
AT&T made up 0.09% of WealthPlan Investment Management's portfolio in Q2 2026, its #167 holding.
WealthPlan Investment Management first reported a position in AT&T in Q1 2022 and has held it in 12 quarters since.
WealthPlan Investment Management's AT&T position peaked at $2.85M in Q1 2026.
1,044 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.