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Summit Wealth Partners’s AT&T T Stock Holding History

Summit Wealth Partners’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 		$602K Buy
20,769
+969
+5% +$25.9K 0.1% 139
2025
Q4 		$492K Sell
19,800
-145
-0.7% -$3.67K 0.09% 129
2025
Q3 		$563K Sell
19,945
-43
-0.2% -$1.22K 0.1% 127
2025
Q2 		$578K Sell
19,988
-369
-2% -$10.2K 0.11% 120
2025
Q1 		$576K Sell
20,357
-12
-0.1% -$302 0.12% 117
2024
Q4 		$464K Hold
20,369
– – 0.1% 126
2024
Q3 		$448K Hold
20,369
– – 0.09% 145
2024
Q2 		$389K Hold
20,369
– – 0.08% 156
2024
Q1 		$358K Hold
20,369
– – 0.08% 155
2023
Q4 		$342K Sell
20,369
-562
-3% -$8.87K 0.08% 147
2023
Q3 		$314K Buy
20,931
+360
+2% +$5.28K 0.08% 137
2023
Q2 		$328K Sell
20,571
-98
-0.5% -$1.67K 0.08% 137
2023
Q1 		$398K Sell
20,669
-100
-0.5% -$1.91K 0.1% 123
2022
Q4 		$382K Buy
20,769
+327
+2% +$5.85K 0.1% 125
2022
Q3 		$314K Buy
20,442
+98
+0.5% +$1.78K 0.09% 121
2022
Q2 		$426K Sell
20,344
-5,751
-22% -$115K 0.11% 102
2022
Q1 		$466K Sell
26,095
-125
-0.5% -$2.31K 0.11% 100
2021
Q4 		$487K Sell
26,220
-2,725
-9% -$50.9K 0.1% 97
2021
Q3 		$590K Buy
28,945
+1,451
+5% +$30.5K 0.14% 81
2021
Q2 		$598K Buy
27,494
+1
+0% +$23 0.14% 86
2021
Q1 		$629K Sell
27,493
-1,327
-5% -$29.3K 0.16% 80
2020
Q4 		$626K Buy
28,820
+664
+2% +$14.3K 0.17% 76
2020
Q3 		$606K Buy
28,156
+263
+0.9% +$5.88K 0.18% 78
2020
Q2 		$637K Buy
27,893
+57
+0.2% +$1.3K 0.21% 75
2020
Q1 		$613K Buy
27,836
+2
+0% +$55 0.25% 56
2019
Q4 		$822K Buy
+27,834
New +$804K 0.28% 53

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 Partners's T Position: Q1 2026 in Review

Summit Wealth Partners increased its AT&T (T) stake by 4.9% in Q1 2026, buying an estimated $25.9K and bringing the position to 20,769 shares worth $602K. The position accounts for 0.1% of the portfolio, ranked #139.

Summit Wealth Partners first reported a position in T in Q4 2019 and has held it in 26 quarters since. The position peaked at $822K in Q4 2019. 2,965 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Summit Wealth Partners held 20,769 shares of AT&T worth $602K as of Q1 2026.
  • Summit Wealth Partners bought 969 AT&T shares in Q1 2026, an estimated $25.9K.
  • AT&T made up 0.1% of Summit Wealth Partners's portfolio in Q1 2026, its #139 holding.
  • Summit Wealth Partners first reported a position in AT&T in Q4 2019 and has held it in 26 quarters since.
  • Summit Wealth Partners's AT&T position peaked at $822K in Q4 2019.
  • 2,965 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Summit Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.