Sierra Summit Advisors’s AT&T T Stock Holding History

Sierra Summit Advisors’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	–	Sell	-8,464	Closed	-$245K	–	231
2026 Q1	$245K	Buy	+8,464	New	+$226K	0.04%	170
2025 Q4	–	Sell	-7,314	Closed	-$207K	–	216
2025 Q3	$207K	Hold	7,314	–	–	0.03%	176
2025 Q2	$212K	Hold	7,314	–	–	0.04%	175
2025 Q1	$207K	Buy	+7,314	New	+$184K	0.04%	175
2024 Q3	–	Sell	-13,521	Closed	-$258K	–	156
2024 Q2	$258K	Buy	13,521 +3,316	+32%	+$57.7K	0.06%	139
2024 Q1	$180K	Sell	10,205 -9,963	-49%	-$170K	0.05%	144
2023 Q4	$338K	Buy	+20,168	New	+$318K	0.1%	118

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

Sierra Summit Advisors's T Position: Q2 2026 in Review

Sierra Summit Advisors sold out of AT&T (T) in Q2 2026, closing a stake of 8,464 shares — an estimated $245K sold.

Sierra Summit Advisors first reported a position in T in Q4 2023 and held it in 7 quarters. The position peaked at $338K in Q4 2023. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

Sierra Summit Advisors reported no remaining AT&T position as of Q2 2026 after selling out during the quarter.
Sierra Summit Advisors sold 8,464 AT&T shares in Q2 2026, an estimated $245K.
Sierra Summit Advisors first reported a position in AT&T in Q4 2023 and held it in 7 quarters.
Sierra Summit Advisors's AT&T position peaked at $338K in Q4 2023.
2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.