Summit Trail Advisors’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
Q1 | $8.73M | Buy |
301,242
+56,313
| +23% | +$1.5M | 0.13% | 93 |
|
|
2025
Q4 | $6.08M | Sell |
244,929
-57,725
| -19% | -$1.46M | 0.11% | 106 |
|
|
2025
Q3 | $8.55M | Buy |
302,654
+24,570
| +9% | +$698K | 0.12% | 92 |
|
|
2025
Q2 | $8.05M | Buy |
278,084
+49,353
| +22% | +$1.36M | 0.14% | 85 |
|
|
2025
Q1 | $6.47M | Buy |
228,731
+32,671
| +17% | +$822K | 0.21% | 43 |
|
|
2024
Q4 | $4.46M | Buy |
196,060
+26,126
| +15% | +$588K | 0.16% | 49 |
|
|
2024
Q3 | $3.74M | Buy |
169,934
+6,231
| +4% | +$124K | 0.09% | 98 |
|
|
2024
Q2 | $3.13M | Buy |
163,703
+45,525
| +39% | +$792K | 0.08% | 103 |
|
|
2024
Q1 | $2.08M | Buy |
118,178
+60,077
| +103% | +$1.03M | 0.06% | 130 |
|
|
2023
Q4 | $975K | Buy |
58,101
+986
| +2% | +$15.6K | 0.03% | 183 |
|
|
2023
Q3 | $858K | Buy |
57,115
+20,945
| +58% | +$307K | 0.03% | 186 |
|
|
2023
Q2 | $577K | Sell |
36,170
-4,323
| -11% | -$73.6K | 0.02% | 239 |
|
|
2023
Q1 | $779K | Buy |
40,493
+22,988
| +131% | +$439K | 0.03% | 158 |
|
|
2022
Q4 | $322K | Buy |
17,505
+2,914
| +20% | +$52.2K | 0.01% | 264 |
|
|
2022
Q3 | $224K | Sell |
14,591
-5,871
| -29% | -$107K | 0.01% | 319 |
|
|
2022
Q2 | $429K | Buy |
20,462
+617
| +3% | +$12.3K | 0.03% | 213 |
|
|
2022
Q1 | $354K | Sell |
19,845
-3,044
| -13% | -$56.3K | 0.03% | 217 |
|
|
2021
Q4 | $425K | Buy |
22,889
+891
| +4% | +$16.7K | 0.03% | 185 |
|
|
2021
Q3 | $449K | Buy |
21,998
+5,735
| +35% | +$120K | 0.03% | 170 |
|
|
2021
Q2 | $354K | Sell |
16,263
-3,090
| -16% | -$70.3K | 0.03% | 161 |
|
|
2021
Q1 | $442K | Sell |
19,353
-601
| -3% | -$13.3K | 0.05% | 130 |
|
|
2020
Q4 | $433K | Sell |
19,954
-2,786
| -12% | -$60.1K | 0.05% | 124 |
|
|
2020
Q3 | $488K | Buy |
22,740
+6,178
| +37% | +$138K | 0.09% | 106 |
|
|
2020
Q2 | $378K | Sell |
16,562
-6,346
| -28% | -$145K | 0.07% | 115 |
|
|
2020
Q1 | $504K | Buy |
22,908
+4,150
| +22% | +$113K | 0.14% | 71 |
|
|
2019
Q4 | $554K | Sell |
18,758
-3,741
| -17% | -$108K | 0.32% | 37 |
|
|
2019
Q3 | $643K | Buy |
22,499
+5,721
| +34% | +$152K | 0.23% | 41 |
|
|
2019
Q2 | $425K | Buy |
16,778
+2,099
| +14% | +$50.3K | 0.19% | 43 |
|
|
2019
Q1 | $348K | Sell |
14,679
-3,239
| -18% | -$74.5K | 0.15% | 54 |
|
|
2018
Q4 | $386K | Sell |
17,918
-9,702
| -35% | -$226K | 0.14% | 67 |
|
|
2018
Q3 | $701K | Buy |
27,620
+9,272
| +51% | +$227K | 0.15% | 80 |
|
|
2018
Q2 | $445K | Sell |
18,348
-47,698
| -72% | -$1.2M | 0.16% | 76 |
|
|
2018
Q1 | $1M | Buy |
66,046
+4,356
| +7% | +$121K | 0.17% | 133 |
|
|
2017
Q4 | $1.75M | Buy |
+61,690
| New | +$1.68M | 0.22% | 87 |
|
Other funds holding T
VCM
VPM
Summit Trail Advisors's T Position: Q1 2026 in Review
Summit Trail Advisors increased its AT&T (T) stake by 23% in Q1 2026, buying an estimated $1.5M and bringing the position to 301,242 shares worth $8.73M. The position accounts for 0.13% of the portfolio, ranked #93.
Summit Trail Advisors first reported a position in T in Q4 2017 and has held it in 34 quarters since. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.
- Summit Trail Advisors held 301,242 shares of AT&T worth $8.73M as of Q1 2026.
- Summit Trail Advisors bought 56,313 AT&T shares in Q1 2026, an estimated $1.5M.
- AT&T made up 0.13% of Summit Trail Advisors's portfolio in Q1 2026, its #93 holding.
- Summit Trail Advisors first reported a position in AT&T in Q4 2017 and has held it in 34 quarters since.
- 2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.
Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.