AT&T Inc.
MX ˙ BMV ˙ US00206R1023
SecurityMX:T / AT&T Inc.
InstitutionAdvisory Resource Group
Latest Disclosed Ownership23,321 shares
Latest Disclosed Value $ 676,084
Advisory Resource Group reports 1.60% increase in ownership of T / AT&T Inc.

On May 15, 2026 - Advisory Resource Group filed a 13F-HR form disclosing ownership of 23,321 shares of AT&T Inc. (MX:T) valued at $676,084 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 22,954 shares of AT&T Inc.. This represents a change in shares of 1.60% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F AT&T COM 00206R102 23,321 367 1.60 676 18.60 0.1163
2026-02-12 2025-12-31 13F AT&T COM 00206R102 22,954 -2,032 -8.13 570 -19.15 0.1003
2025-10-22 2025-09-30 13F AT&T COM 00206R102 24,986 67 0.27 706 -2.22 0.1266
2025-08-08 2025-06-30 13F AT&T COM 00206R102 24,919 -1,329 -5.06 721 -2.83 0.1386
2025-04-21 2025-03-31 13F AT&T COM 00206R102 26,248 -583 -2.17 742 21.64 0.1512
2025-01-28 2024-12-31 13F AT&T COM 00206R102 26,831 -753 -2.73 611 0.66 0.1297
2024-11-20 2024-09-30 13F AT&T COM 00206R102 27,584 25 0.09 607 15.21 0.1296
2024-07-24 2024-06-30 13F AT&T COM 00206R102 27,559 33 0.12 527 8.68 0.1189
2024-05-17 2024-03-31 13F AT&T COM 00206R102 27,526 28 0.10 484 4.99 0.1112
2024-01-11 2023-12-31 13F AT&T COM 00206R102 27,498 -548 -1.95 461 9.50 0.1150
2023-12-05 2023-09-30 13F AT&T COM 00206R102 28,046 -15,477 -35.56 421 -39.34 0.1137
2023-07-11 2023-06-30 13F AT&T COM 00206R102 43,523 1,043 2.46 694 -15.06 0.1888
2023-05-15 2023-03-31 13F AT&T COM 00206R102 42,480 15 0.04 818 4.61 0.2294
2023-01-27 2022-12-31 13F AT&T COM 00206R102 42,465 2,501 6.26 782 27.41 0.2324
2022-10-11 2022-09-30 13F AT&T COM 00206R102 39,964 16,732 72.02 613 25.87 0.2028
2022-07-21 2022-06-30 13F AT&T COM 00206R102 23,232 -2,043 -8.08 487 -18.43 0.1594
2022-04-06 2022-03-31 13F AT&T COM 00206R102 25,275 1,028 4.24 597 -3.40 0.1859
2022-02-08 2021-12-31 13F AT&T COM 00206R102 24,247 3,158 14.97 618 8.42 0.2063
2021-10-26 2021-09-30 13F AT&T COM 00206R102 21,089 967 4.81 570 -1.55 0.2101
2021-08-19 2021-06-30 13F AT&T COM 00206R102 20,122 -62 -0.31 579 -5.24 0.2316
2021-05-24 2021-03-31 13F AT&T COM 00206R102 20,184 2,017 11.10 611 17.05 0.2854
2021-02-23 2020-12-31 13F AT&T COM 00206R102 18,167 -1,182 -6.11 522 -5.43 0.2588
2020-12-09 2020-09-30 13F AT&T COM 00206R102 19,349 1,981 11.41 552 5.14 0.3237
2020-08-19 2020-06-30 13F AT&T COM 00206R102 17,368 536 3.18 525 6.92 0.3237
2020-05-27 2020-03-31 13F AT&T COM 00206R102 16,832 918 5.77 491 -21.06 0.3755
2020-02-12 2019-12-31 13F AT&T COM 00206R102 15,914 624 4.08 622 7.43 0.3503
2019-11-19 2019-09-30 13F AT&T COM 00206R102 15,290 -41 -0.27 579 12.65 0.3109
2019-08-15 2019-06-30 13F AT&T COM 00206R102 15,331 0 0.00 514 5.33 0.2818
2019-05-20 2019-03-31 13F AT&T COM 00206R102 15,331 5,185 51.10 488 68.28 0.2721
2019-02-12 2018-12-31 13F AT&T COM 00206R102 10,146 10,146 290 0.1780
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.