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Summit Wealth Group (Colorado)’s AT&T T Stock Holding History

Summit Wealth Group (Colorado)’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 		$452K Buy
21,834
+158
+0.7% +$3.92K 0.04% 229
2026
Q1 		$628K Buy
21,676
+3,573
+20% +$95.4K 0.07% 152
2025
Q4 		$450K Sell
18,103
-24,710
-58% -$626K 0.06% 157
2025
Q3 		$643K Buy
42,813
+26,685
+165% +$758K 0.07% 229
2025
Q2 		$467K Buy
+16,128
New +$444K 0.12% 137

Other funds holding T

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Summit Wealth Group (Colorado)'s T Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its AT&T (T) stake by 0.73% in Q2 2026, buying an estimated $3.92K and bringing the position to 21,834 shares worth $452K. The position accounts for 0.04% of the portfolio, ranked #229.

Summit Wealth Group (Colorado) first reported a position in T in Q2 2025 and has held it in 5 quarters since. The position peaked at $643K in Q3 2025. 2,684 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Summit Wealth Group (Colorado) held 21,834 shares of AT&T worth $452K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 158 AT&T shares in Q2 2026, an estimated $3.92K.
  • AT&T made up 0.04% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #229 holding.
  • Summit Wealth Group (Colorado) first reported a position in AT&T in Q2 2025 and has held it in 5 quarters since.
  • Summit Wealth Group (Colorado)'s AT&T position peaked at $643K in Q3 2025.
  • 2,684 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.