Summit Financial Strategies’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-8,247
| Closed | -$239K | – | 187 |
|
|
2026
Q1 | $239K | Sell |
8,247
-310
| -4% | -$8.28K | 0.02% | 141 |
|
|
2025
Q4 | $213K | Sell |
8,557
-86
| -1% | -$2.18K | 0.02% | 150 |
|
|
2025
Q3 | $244K | Sell |
8,643
-58
| -0.7% | -$1.65K | 0.02% | 130 |
|
|
2025
Q2 | $252K | Buy |
+8,701
| New | +$240K | 0.02% | 129 |
|
|
2022
Q2 | – | Sell |
-12,475
| Closed | -$223K | – | 128 |
|
|
2022
Q1 | $223K | Buy |
+12,475
| New | +$231K | 0.04% | 107 |
|
|
2021
Q4 | – | Sell |
-15,332
| Closed | -$313K | – | 133 |
|
|
2021
Q3 | $313K | Buy |
15,332
+187
| +1% | +$3.93K | 0.06% | 88 |
|
|
2021
Q2 | $329K | Sell |
15,145
-94
| -0.6% | -$2.14K | 0.07% | 84 |
|
|
2021
Q1 | $348K | Buy |
15,239
+3,491
| +30% | +$77.2K | 0.12% | 49 |
|
|
2020
Q4 | $255K | Buy |
11,748
+1,114
| +10% | +$24K | 0.09% | 72 |
|
|
2020
Q3 | $229K | Sell |
10,634
-1,953
| -16% | -$43.6K | 0.09% | 68 |
|
|
2020
Q2 | $287K | Buy |
12,587
+1,848
| +17% | +$42.1K | 0.13% | 61 |
|
|
2020
Q1 | $236K | Sell |
10,739
-2,001
| -16% | -$54.7K | 0.13% | 52 |
|
|
2019
Q4 | $376K | Sell |
12,740
-1,324
| -9% | -$38.2K | 0.18% | 36 |
|
|
2019
Q3 | $402K | Sell |
14,064
-113
| -0.8% | -$2.99K | 0.19% | 33 |
|
|
2019
Q2 | $359K | Sell |
14,177
-2,133
| -13% | -$51.2K | 0.17% | 32 |
|
|
2019
Q1 | $386K | Buy |
16,310
+1,452
| +10% | +$33.4K | 0.2% | 30 |
|
|
2018
Q4 | $320K | Sell |
14,858
-33
| -0.2% | -$768 | 0.18% | 37 |
|
|
2018
Q3 | $378K | Buy |
14,891
+1,185
| +9% | +$29K | 0.17% | 31 |
|
|
2018
Q2 | $332K | Sell |
13,706
-1,427
| -9% | -$35.8K | 0.16% | 31 |
|
|
2018
Q1 | $407K | Buy |
15,133
+83
| +0.6% | +$2.31K | 0.21% | 26 |
|
|
2017
Q4 | $442K | Sell |
15,050
-1,436
| -9% | -$39.2K | 0.23% | 24 |
|
|
2017
Q3 | $488K | Buy |
16,486
+39
| +0.2% | +$1.11K | 0.28% | 23 |
|
|
2017
Q2 | $469K | Buy |
16,447
+1,365
| +9% | +$40.2K | 0.28% | 25 |
|
|
2017
Q1 | $473K | Sell |
15,082
-1,697
| -10% | -$53.4K | 0.35% | 22 |
|
|
2016
Q4 | $539K | Buy |
16,779
+1,055
| +7% | +$31.1K | 0.37% | 19 |
|
|
2016
Q3 | $482K | Sell |
15,724
-214
| -1% | -$6.76K | 0.34% | 22 |
|
|
2016
Q2 | $520K | Buy |
15,938
+1,324
| +9% | +$39.4K | 0.39% | 19 |
|
|
2016
Q1 | $432K | Buy |
+14,614
| New | +$405K | 0.32% | 24 |
|
|
2015
Q4 | – | Sell |
-16,582
| Closed | -$408K | – | 49 |
|
|
2015
Q3 | $408K | Buy |
16,582
+351
| +2% | +$8.95K | 0.34% | 26 |
|
|
2015
Q2 | $435K | Sell |
16,231
-143
| -0.9% | -$3.7K | 0.34% | 27 |
|
|
2015
Q1 | $404K | Buy |
16,374
+240
| +1% | +$6.1K | 0.33% | 24 |
|
|
2014
Q4 | $409K | Buy |
+16,134
| New | +$419K | 0.33% | 26 |
|
Other funds holding T
Summit Financial Strategies's T Position: Q2 2026 in Review
Summit Financial Strategies sold out of AT&T (T) in Q2 2026, closing a stake of 8,247 shares — an estimated $239K sold.
Summit Financial Strategies first reported a position in T in Q4 2014 and held it in 32 quarters. The position peaked at $539K in Q4 2016. 1,275 funds tracked by Wall St. Rank hold T as of Q2 2026.
- Summit Financial Strategies reported no remaining AT&T position as of Q2 2026 after selling out during the quarter.
- Summit Financial Strategies sold 8,247 AT&T shares in Q2 2026, an estimated $239K.
- Summit Financial Strategies first reported a position in AT&T in Q4 2014 and held it in 32 quarters.
- Summit Financial Strategies's AT&T position peaked at $539K in Q4 2016.
- 1,275 funds tracked by Wall St. Rank held AT&T as of Q2 2026.
Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.