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Summit Financial Wealth Advisors’s AT&T T Stock Holding History

Summit Financial Wealth 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 		$10.3M Buy
499,381
+17,249
+4% +$428K 1.32% 23
2026
Q1 		$14M Buy
482,132
+4,270
+0.9% +$114K 1.98% 14
2025
Q4 		$11.9M Sell
477,862
-2,024
-0.4% -$51.2K 1.7% 18
2025
Q3 		$13.2M Buy
479,886
+3,637
+0.8% +$103K 2.05% 16
2025
Q2 		$13.8M Sell
476,249
-17,624
-4% -$486K 2.47% 12
2025
Q1 		$14M Sell
493,873
-9,220
-2% -$232K 2.77% 11
2024
Q4 		$12.2M Buy
503,093
+6,570
+1% +$148K 2.39% 12
2024
Q3 		$10.9M Buy
496,523
+10,084
+2% +$201K 2.05% 15
2024
Q2 		$9.3M Sell
486,439
-20,599
-4% -$358K 1.88% 16
2024
Q1 		$8.92M Buy
507,038
+225,272
+80% +$3.85M 1.81% 17
2023
Q4 		$4.73M Buy
281,766
+27,913
+11% +$441K 1.07% 26
2023
Q3 		$4.02M Buy
253,853
+5,735
+2% +$84.1K 0.99% 27
2023
Q2 		$3.96M Sell
248,118
-10,439
-4% -$178K 0.91% 28
2023
Q1 		$4.98M Buy
258,557
+10,022
+4% +$192K 1.18% 26
2022
Q4 		$4.58M Buy
248,535
+30,030
+14% +$538K 1.1% 29
2022
Q3 		$3.94M Buy
218,505
+20,583
+10% +$374K 1.13% 26
2022
Q2 		$3.67M Sell
197,922
-65,040
-25% -$1.3M 0.88% 30
2022
Q1 		$4.69M Buy
262,962
+24,153
+10% +$447K 0.95% 31
2021
Q4 		$4.63M Sell
238,809
-142,941
-37% -$2.67M 0.9% 31
2021
Q3 		$7.79M Buy
381,750
+20,074
+6% +$422K 1.77% 18
2021
Q2 		$7.86M Buy
361,676
+18,620
+5% +$424K 1.78% 19
2021
Q1 		$7.45M Buy
343,056
+2,719
+0.8% +$60.1K 1.9% 16
2020
Q4 		$7.33M Sell
340,337
-18,251
-5% -$394K 2% 11
2020
Q3 		$7.41M Sell
358,588
-1,402
-0.4% -$31.3K 1.98% 12
2020
Q2 		$8.28M Buy
359,990
+6,069
+2% +$138K 2.21% 10
2020
Q1 		$7.87M Sell
353,921
-13,771
-4% -$376K 2.48% 8
2019
Q4 		$10.6M Sell
367,692
-25,622
-7% -$740K 2.58% 9
2019
Q3 		$11.2M Buy
393,314
+8,458
+2% +$224K 2.74% 9
2019
Q2 		$9.74M Buy
384,856
+45,597
+13% +$1.09M 2.38% 9
2019
Q1 		$8.17M Buy
339,259
+128,123
+61% +$2.95M 2.16% 10
2018
Q4 		$4.55M Sell
211,136
-5,619
-3% -$131K 1.48% 18
2018
Q3 		$5.3M Buy
216,755
+47,384
+28% +$1.16M 1.58% 17
2018
Q2 		$4.56M Sell
169,371
-3,297
-2% -$82.8K 1.52% 16
2018
Q1 		$4.65M Buy
172,668
+8,027
+5% +$223K 1.53% 16
2017
Q4 		$4.83M Sell
164,641
-7,415
-4% -$202K 1.66% 11
2017
Q3 		$5.09M Sell
172,056
-16,818
-9% -$477K 1.85% 10
2017
Q2 		$5.38M Sell
188,874
-1,922
-1% -$56.7K 2.13% 6
2017
Q1 		$5.99M Sell
190,796
-8,768
-4% -$276K 2.62% 5
2016
Q4 		$6.41M Sell
199,564
-10,515
-5% -$310K 2.82% 5
2016
Q3 		$6.44M Sell
210,079
-20,751
-9% -$656K 2.79% 5
2016
Q2 		$7.53M Sell
230,830
-4,878
-2% -$145K 3.15% 3
2016
Q1 		$6.97M Buy
235,708
+7,130
+3% +$197K 3.05% 5
2015
Q4 		$5.94M Buy
228,578
+57,511
+34% +$1.46M 2.72% 7
2015
Q3 		$4.21M Buy
171,067
+903
+0.5% +$23K 2.72% 11
2015
Q2 		$4.57M Sell
170,164
-1,973
-1% -$51K 2.83% 9
2015
Q1 		$4.41M Sell
172,137
-1,761
-1% -$44.8K 2.98% 8
2014
Q4 		$4.41M Buy
+173,898
New +$4.51M 3.06% 11

Other funds holding T

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TC
Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $1.6B AUM 23.66% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Summit Financial Wealth Advisors's T Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its AT&T (T) stake by 3.6% in Q2 2026, buying an estimated $428K and bringing the position to 499,381 shares worth $10.3M. The position accounts for 1.32% of the portfolio, ranked #23.

Summit Financial Wealth Advisors first reported a position in T in Q4 2014 and has held it in 47 quarters since. The position peaked at $14M in Q1 2026. 474 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Summit Financial Wealth Advisors held 499,381 shares of AT&T worth $10.3M as of Q2 2026.
  • Summit Financial Wealth Advisors bought 17,249 AT&T shares in Q2 2026, an estimated $428K.
  • AT&T made up 1.32% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #23 holding.
  • Summit Financial Wealth Advisors first reported a position in AT&T in Q4 2014 and has held it in 47 quarters since.
  • Summit Financial Wealth Advisors's AT&T position peaked at $14M in Q1 2026.
  • 474 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.