Summit Financial Wealth Advisors, LLC / T
Summit Financial Wealth Advisors, LLC’s At&T Inc Position
Does Summit Financial Wealth Advisors, LLC own At&T Inc (T)? Yes — 482.1K shares worth $14M (+1.98% of its 13F portfolio) as of Q1 2026, up from 477.9K shares the prior filed quarter.
Position Value
$14M
Q1 2026
Shares
482.1K
% of Portfolio
+1.98%
Quarters Held
29
currently held
Position History T
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 482.1K | $14M | +1.98% |
| Q4 2025 | 477.9K | $12M | +1.70% |
| Q3 2025 | 479.9K | $13M | +2.05% |
| Q1 2025 | 493.9K | $14M | +2.77% |
| Q4 2024 | 503.1K | $12M | +2.39% |
| Q3 2024 | 496.5K | $11M | +2.05% |
| Q2 2024 | 486.4K | $9M | +1.88% |
| Q1 2024 | 507.0K | $9M | +1.81% |
| Q4 2023 | 554.2K | $10M | +2.17% |
| Q3 2023 | 538.2K | $9M | +2.21% |
| Q2 2023 | 577.6K | $10M | +2.40% |
| Q1 2023 | 597.7K | $12M | +2.78% |
| Q4 2022 | 584.2K | $11M | +2.67% |
| Q3 2022 | 562.2K | $11M | +3.20% |
| Q2 2022 | 532.2K | $11M | +2.68% |
| Q1 2022 | 533.3K | $13M | +2.72% |
| Q4 2021 | 477.1K | $12M | +2.24% |
| Q3 2021 | 565.4K | $14M | +3.14% |
| Q2 2021 | 546.2K | $14M | +3.16% |
| Q1 2021 | 528.8K | $13M | +3.26% |
| Q4 2020 | 530.4K | $12M | +3.31% |
| Q3 2020 | 543.2K | $12M | +3.21% |
| Q2 2020 | 542.9K | $13M | +3.41% |
| Q1 2020 | 536.4K | $12M | +3.87% |
| Q4 2019 | 425.4K | $17M | +4.02% |
| Q3 2019 | 435.4K | $16M | +3.96% |
| Q2 2019 | 421.9K | $15M | +3.57% |
| Q1 2019 | 361.6K | $12M | +3.19% |
| Q4 2018 | 256.8K | $8M | +2.52% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Summit Financial Wealth Advisors, LLC’s full portfolio or all institutional holders of T.