Summa Corp’s AT&T T Stock Holding History

Summa Corp’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	$331K	Buy	16,000 +10,000	+167%	+$248K	0.1%	66
2026 Q1	$464K	Sell	6,000 -10,000	-63%	-$267K	0.19%	58
2025 Q4	$397K	Hold	16,000	–	–	0.17%	58
2025 Q3	$452K	Sell	16,000 -600	-4%	-$17K	0.2%	51
2025 Q2	$480K	Sell	16,600 -5,000	-23%	-$138K	0.25%	44
2025 Q1	$611K	Sell	21,600 -400	-2%	-$10.1K	0.35%	30
2024 Q4	$501K	Buy	22,000 +100	+0.5%	+$2.25K	0.25%	37
2024 Q3	$482K	Hold	21,900	–	–	0.23%	41
2024 Q2	$419K	Buy	21,900 +100	+0.5%	+$1.74K	0.2%	43
2024 Q1	$384K	Sell	21,800 -1,723	-7%	-$29.4K	0.21%	45
2023 Q4	$395K	Buy	+23,523	New	+$371K	0.28%	47

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

Summa Corp's T Position: Q2 2026 in Review

Summa Corp increased its AT&T (T) stake by 167% in Q2 2026, buying an estimated $248K and bringing the position to 16,000 shares worth $331K. The position accounts for 0.1% of the portfolio, ranked #66.

Summa Corp first reported a position in T in Q4 2023 and has held it in 11 quarters since. The position peaked at $611K in Q1 2025. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

Summa Corp held 16,000 shares of AT&T worth $331K as of Q2 2026.
Summa Corp bought 10,000 AT&T shares in Q2 2026, an estimated $248K.
AT&T made up 0.1% of Summa Corp's portfolio in Q2 2026, its #66 holding.
Summa Corp first reported a position in AT&T in Q4 2023 and has held it in 11 quarters since.
Summa Corp's AT&T position peaked at $611K in Q1 2025.
2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Summa Corp's 13F filing for Q2 2026, filed 6 Aug 2026.