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Summit Securities Group’s AT&T T Stock Holding History

Summit Securities Group’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
2023
Q2 		– Sell
-7,000
Closed -$135K – 1091
2023
Q1 		$135K Sell
7,000
-114,400
-94% -$2.19M 0.01% 256
2022
Q4 		$2.23M Hold
121,400
– – 0.08% 113
2022
Q3 		$1.86M Hold
121,400
– – 0.14% 99
2022
Q2 		$2.54M Sell
121,400
-268,650
-69% -$5.36M 0.32% 57
2022
Q1 		$6.96M Buy
390,050
+246,131
+171% +$4.55M 0.78% 19
2021
Q4 		$2.67M Buy
143,919
+143,080
+17,054% +$2.67M 0.13% 133
2021
Q3 		$1.71M Sell
839
-61
-7% -$1.28K 0.13% 175
2021
Q2 		$1.96M Sell
900
-395
-31% -$8.98K 0.16% 138
2021
Q1 		$2.96M Buy
1,295
+596
+85% +$13.2K 0.32% 63
2020
Q4 		$1.52M Sell
699
-1,145
-62% -$24.7K 0.13% 182
2020
Q3 		$3.97M Hold
1,844
– – 0.42% 49
2020
Q2 		$4.21M Sell
1,844
-648
-26% -$14.8K 0.52% 33
2020
Q1 		$5.49M Buy
+2,492
New +$68.1K 0.96% 30
2019
Q4 		– Sell
-2,578
Closed -$7.37M – 513
2019
Q3 		$7.37M Buy
2,578
+1,850
+254% +$49K 0.65% 25
2019
Q2 		$1.84M Buy
728
+638
+709% +$15.3K 0.21% 90
2019
Q1 		$213K Sell
90
-117
-57% -$2.69K 0.04% 180
2018
Q4 		$445K Sell
207
-1,043
-83% -$24.3K 0.04% 211
2018
Q3 		$697K Buy
1,250
+625
+100% +$15.3K 0.26% 61
2018
Q2 		$1.52M Sell
625
-364
-37% -$9.14K 0.22% 58
2018
Q1 		$2.66M Buy
+989
New +$27.5K 0.65% 30
2017
Q4 		– Sell
-1,070
Closed -$3.17M – 251
2017
Q3 		$3.17M Sell
1,070
-79
-7% -$2.24K 0.54% 23
2017
Q2 		$3.27M Buy
1,149
+492
+75% +$14.5K 0.58% 18
2017
Q1 		$2.06M Sell
657
-666
-50% -$21K 0.59% 39
2016
Q4 		$4.25M Sell
1,323
-962
-42% -$28.4K 0.92% 21
2016
Q3 		$7.01M Buy
+2,285
New +$72.2K 2.36% 7

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 Securities Group's T Position: Q1 2026 in Review

Summit Securities Group reduced its AT&T (T) stake by 88% in Q1 2026, selling an estimated $430K and leaving 2,151 shares worth $62.4K. The position accounts for 0.01% of the portfolio, ranked #352.

Summit Securities Group first reported a position in T in Q2 2013 and has held it in 49 quarters since. The position peaked at $12.4M in Q4 2019. 2,963 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Summit Securities Group held 2,151 shares of AT&T worth $62.4K as of Q1 2026.
  • Summit Securities Group sold 16,080 AT&T shares in Q1 2026, an estimated $430K.
  • AT&T made up 0.01% of Summit Securities Group's portfolio in Q1 2026, its #352 holding.
  • Summit Securities Group first reported a position in AT&T in Q2 2013 and has held it in 49 quarters since.
  • Summit Securities Group's AT&T position peaked at $12.4M in Q4 2019.
  • 2,963 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.