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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
Q1 		$628K Buy
21,676
+3,573
+20% +$95.4K 0.07% 152
2025
Q4 		$450K Buy
+18,103
New +$458K 0.06% 157
2025
Q3 		– Sell
-16,128
Closed -$467K – 431
2025
Q2 		$467K Buy
+16,128
New +$444K 0.12% 137

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 Wealth Group (Colorado)'s T Position: Q1 2026 in Review

Summit Wealth Group (Colorado) increased its AT&T (T) stake by 20% in Q1 2026, buying an estimated $95.4K and bringing the position to 21,676 shares worth $628K. The position accounts for 0.07% of the portfolio, ranked #152.

Summit Wealth Group (Colorado) first reported a position in T in Q2 2025 and has held it in 3 quarters since. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Summit Wealth Group (Colorado) held 21,676 shares of AT&T worth $628K as of Q1 2026.
  • Summit Wealth Group (Colorado) bought 3,573 AT&T shares in Q1 2026, an estimated $95.4K.
  • AT&T made up 0.07% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #152 holding.
  • Summit Wealth Group (Colorado) first reported a position in AT&T in Q2 2025 and has held it in 3 quarters since.
  • 2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.