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Summit Financial’s AT&T T Stock Holding History

Summit Financial’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
Q1 		$9.61M Sell
331,537
-22,717
-6% -$607K 0.12% 165
2025
Q4 		$8.8M Buy
354,254
+7,677
+2% +$194K 0.13% 145
2025
Q3 		$9.79M Buy
346,577
+6,271
+2% +$178K 0.15% 126
2025
Q2 		$9.85M Buy
340,306
+103,597
+44% +$2.85M 0.22% 82
2025
Q1 		$6.69M Sell
236,709
-10,003
-4% -$252K 0.19% 107
2024
Q4 		$5.62M Buy
246,712
+101,206
+70% +$2.28M 0.2% 101
2024
Q3 		$3.2M Buy
145,506
+36,399
+33% +$724K 0.13% 129
2024
Q2 		$2.09M Buy
109,107
+50,182
+85% +$873K 0.1% 153
2024
Q1 		$1.04M Buy
58,925
+4,678
+9% +$79.9K 0.06% 182
2023
Q4 		$910K Sell
54,247
-1,453
-3% -$22.9K 0.06% 180
2023
Q3 		$837K Sell
55,700
-1,848
-3% -$27.1K 0.06% 177
2023
Q2 		$918K Buy
57,548
+2,411
+4% +$41.1K 0.07% 163
2023
Q1 		$1.06M Buy
55,137
+269
+0.5% +$5.14K 0.09% 113
2022
Q4 		$1.01M Sell
54,868
-17,265
-24% -$309K 0.1% 110
2022
Q3 		$1.11M Sell
72,133
-32
-0% -$582 0.1% 95
2022
Q2 		$1.51M Sell
72,165
-24,082
-25% -$480K 0.14% 70
2022
Q1 		$1.72M Buy
96,247
+11,459
+14% +$212K 0.13% 75
2021
Q4 		$1.58M Sell
84,788
-6,173
-7% -$115K 0.12% 74
2021
Q3 		$1.86M Buy
90,961
+70,497
+344% +$1.48M 0.16% 44
2021
Q2 		$445K Buy
+20,464
New +$465K 0.04% 93

Other funds holding T

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Financial's T Position: Q1 2026 in Review

Summit Financial reduced its AT&T (T) stake by 6.4% in Q1 2026, selling an estimated $607K and leaving 331,537 shares worth $9.61M. The position accounts for 0.12% of the portfolio, ranked #165.

Summit Financial first reported a position in T in Q2 2021 and has held it in 20 quarters since. The position peaked at $9.85M in Q2 2025. 2,963 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Summit Financial held 331,537 shares of AT&T worth $9.61M as of Q1 2026.
  • Summit Financial sold 22,717 AT&T shares in Q1 2026, an estimated $607K.
  • AT&T made up 0.12% of Summit Financial's portfolio in Q1 2026, its #165 holding.
  • Summit Financial first reported a position in AT&T in Q2 2021 and has held it in 20 quarters since.
  • Summit Financial's AT&T position peaked at $9.85M in Q2 2025.
  • 2,963 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.