Skip to main content

Summit Asset Management, LLC

SEC CIK
0001509974
Latest filing
Aug 6, 2026

T holding history

AT&T Inc. in every 13F filed by Summit Asset Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

T overviewAll 13F holders of TFull Q2 2026 holdings

Shares (Q2 2026)
43,377
Value
$897.9K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of T by Summit Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202643,377$897.9K0.1%+596+1.4%AddedHolders
Q1 202642,781$1.24M0.2%00.0%UnchangedHolders
Q4 202542,781$1.06M0.2%−2,988−6.5%ReducedHolders
Q3 202545,769$1.29M0.2%+110.0%AddedHolders
Q2 202545,758$1.32M0.2%+903+2.0%AddedHolders
Q1 202544,855$1.27M0.2%+6,139+15.9%AddedHolders
Q4 202438,716$881.6K0.2%−4,295−10.0%ReducedHolders
Q3 202443,011$946.3K0.2%−2,219−4.9%ReducedHolders
Q2 202445,230$864.4K0.2%+2,048+4.7%AddedHolders
Q1 202443,182$760.0K0.2%−3,287−7.1%ReducedHolders
Q4 202346,469$779.7K0.2%+876+1.9%AddedHolders
Q3 202345,593$684.8K0.2%+1,064+2.4%AddedHolders
Q2 202344,529$710.2K0.2%−2,197−4.7%ReducedHolders
Q1 202346,726$899.5K0.2%+2,913+6.6%AddedHolders
Q4 202243,813$806.6K0.2%+5,500+14.4%AddedHolders
Q3 202238,313$588.0K0.2%−1,172−3.0%ReducedHolders
Q2 202239,485$828.0K0.3%+995+2.6%AddedHolders
Q1 202238,490$910.0K0.3%+3,455+9.9%AddedHolders
Q4 202135,035$862.0K0.2%−3,601−9.3%ReducedHolders
Q3 202138,636$1.04M0.3%+632+1.7%AddedHolders
Q2 202138,004$1.09M0.3%−183−0.5%ReducedHolders
Q1 202138,187$1.16M0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.