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At&t shares owned by Summit Financial Wealth Advisors

Quarter-by-quarter ownership of At&t (T) shares owned by Summit Financial Wealth Advisors from 13F filings

Historical chart of Summit Financial Wealth Advisors investment in At&t

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All positions including At&t held by Summit Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in At&t by Summit Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $13M 480k 27.55
2025-03-31 $14M 494k 28.28
2024-12-31 $12M 503k 24.25
2024-09-30 $11M 497k 22.00
2024-06-30 $9.3M 486k 19.11
2024-03-31 $8.9M 507k 17.60
2023-12-31 $4.7M 282k 16.78
2023-09-30 $4.0M 254k 15.84
2023-06-30 $4.0M 248k 15.95
2023-03-31 $5.0M 259k 19.25
2022-12-31 $4.6M 249k 18.41
2022-09-30 $3.9M 219k 18.03
2022-06-30 $3.7M 198k 18.53
2022-03-31 $4.7M 199k 23.63
2021-12-31 $4.6M 180k 25.64
2021-09-30 $7.8M 288k 27.01
2021-06-30 $7.9M 273k 28.78
2021-03-31 $7.5M 259k 28.76
2020-12-31 $7.3M 257k 28.51
2020-09-30 $7.4M 271k 27.34
2020-06-30 $8.3M 272k 30.46
2020-03-31 $7.9M 267k 29.44
2019-12-31 $11M 278k 38.25
2019-09-30 $11M 297k 37.58
2019-06-30 $9.7M 291k 33.51
2019-03-31 $8.2M 256k 31.87
2018-12-31 $4.6M 160k 28.54
2018-09-30 $5.3M 164k 32.36
2018-06-30 $4.6M 128k 35.65
2018-03-31 $4.6M 130k 35.65
2017-12-31 $4.8M 124k 38.88
2017-09-30 $5.1M 130k 39.17
2017-06-30 $5.4M 143k 37.73
2017-03-31 $6.0M 144k 41.55
2016-12-31 $6.4M 151k 42.53
2016-09-30 $6.4M 159k 40.61
2016-06-30 $7.5M 174k 43.21
2016-03-31 $7.0M 178k 39.17
2015-12-31 $5.9M 173k 34.41
2015-09-30 $4.2M 129k 32.58
2015-06-30 $4.6M 129k 35.52
2015-03-31 $4.4M 130k 33.90
2014-12-31 $4.4M 131k 33.59

More positions owned by Summit Financial Wealth Advisors

Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Spdr Series Trust Portfolio Crport (SPBO)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Pfd And Incm Sec (PFF)
Pimco Etf Tr Ultra Short Govt (BILZ)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ishares Tr Core S&p Scp Etf (IJR)
Raytheon Technologies Corp (RTX)
Vanguard Index Fds Total Stk Mkt (VTI)
Alps Etf Tr Alerian Mlp (AMLP)
3M Company (MMM)
Valero Energy Corporation (VLO)
Cummins (CMI)

View all positions for Summit Financial Wealth Advisors

Top funds holding At&t

Vanguard Group
BlackRock
State Street Corporation
Newport Trust
Geode Capital Management
Morgan Stanley
GQG Partners
Jpmorgan Chase & Co
Bank of New York Mellon
Northern Trust
Capital Research Global Investors
Invesco
Ameriprise Financial
Dimensional Fund Advisors
Charles Schwab Investment Management

View all funds holding At&t