AT&T Inc.
MX ˙ BMV ˙ US00206R1023
SecurityMX:T / AT&T Inc.
InstitutionBerkeley Capital Partners, LLC
Latest Disclosed Ownership53,958 shares
Latest Disclosed Value $ 1,564,253
Berkeley Capital Partners, LLC reports 152.16% increase in ownership of T / AT&T Inc.

On May 6, 2026 - Berkeley Capital Partners, LLC filed a 13F-HR form disclosing ownership of 53,958 shares of AT&T Inc. (MX:T) valued at $1,564,253 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 21,398 shares of AT&T Inc.. This represents a change in shares of 152.16% 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)
2026-05-06 2026-03-31 13F AT&T COM 00206R102 53,958 32,560 152.16 1,564 194.54 0.3627
2026-02-05 2025-12-31 13F AT&T COM 00206R102 21,398 224 1.06 532 -11.06 0.1252
2025-11-10 2025-09-30 13F AT&T COM 00206R102 21,174 -47,769 -69.29 598 -70.08 0.1414
2025-07-30 2025-06-30 13F AT&T COM 00206R102 68,943 47,886 227.41 1,995 235.29 0.5060
2025-05-05 2025-03-31 13F AT&T COM 00206R102 21,057 -813 -3.72 595 19.72 0.1637
2025-02-11 2024-12-31 13F AT&T COM 00206R102 21,870 -485 -2.17 498 1.22 0.1384
2024-11-14 2024-09-30 13F AT&T COM 00206R102 22,355 -1,856 -7.67 492 6.28 0.1404
2024-08-14 2024-06-30 13F AT&T COM 00206R102 24,211 -1,014 -4.02 463 4.29 0.1393
2024-05-14 2024-03-31 13F AT&T COM 00206R102 25,225 1,395 5.85 444 11.03 0.1354
2024-02-09 2023-12-31 13F AT&T COM 00206R102 23,830 334 1.42 400 13.35 0.1322
2023-11-14 2023-09-30 13F AT&T COM 00206R102 23,496 -1,093 -4.45 353 -10.20 0.1274
2023-08-03 2023-06-30 13F AT&T COM 00206R102 24,589 8,030 48.49 392 23.27 0.1389
2023-05-02 2023-03-31 13F AT&T COM 00206R102 16,559 23 0.14 319 4.61 0.1181
2023-02-10 2022-12-31 13F AT&T COM 00206R102 16,536 -434 -2.56 304 16.92 0.1178
2022-11-04 2022-09-30 13F AT&T COM 00206R102 16,970 -892 -4.99 260 -30.48 0.1125
2022-08-04 2022-06-30 13F AT&T COM 00206R102 17,862 4,204 30.78 374 15.79 0.1543
2022-05-05 2022-03-31 13F AT&T COM 00206R102 13,658 3,379 32.87 323 27.67 0.1287
2022-02-14 2021-12-31 13F AT&T COM 00206R102 10,279 -9,502 -48.04 253 -52.62 0.1039
2021-11-04 2021-09-30 13F AT&T COM 00206R102 19,781 -786 -3.82 534 -9.80 0.2459
2021-08-16 2021-06-30 13F AT&T COM 00206R102 20,567 -4,373 -17.53 592 -21.59 0.2636
2021-05-04 2021-03-31 13F AT&T COM 00206R102 24,940 -2,983 -10.68 755 -5.98 0.3642
2021-01-28 2020-12-31 13F AT&T COM 00206R102 27,923 -1,556 -5.28 803 -4.40 0.4122
2020-11-03 2020-09-30 13F AT&T COM 00206R102 29,479 -3,708 -11.17 840 -16.25 0.5126
2020-07-30 2020-06-30 13F AT&T COM 00206R102 33,187 -2,836 -7.87 1,003 -4.48 0.6179
2020-04-21 2020-03-31 13F AT&T COM 00206R102 36,023 -4,341 -10.75 1,050 -33.42 0.7133
2020-01-24 2019-12-31 13F AT&T COM 00206R102 40,364 -405 -0.99 1,577 2.20 0.8075
2019-11-01 2019-09-30 13F AT&T COM 00206R102 40,769 -430 -1.04 1,543 11.73 0.8141
2019-08-08 2019-06-30 13F A T & T COM 00206R102 41,199 -2,582 -5.90 1,381 0.58 0.6441
2019-04-30 2019-03-31 13F A T & T COM 00206R102 43,781 6,351 16.97 1,373 28.56 0.6790
2019-01-28 2018-12-31 13F A T & T COM 00206R102 37,430 -5,808 -13.43 1,068 -26.45 0.5944
2018-10-30 2018-09-30 13F A T & T COM 00206R102 43,238 -2,115 -4.66 1,452 -0.27 0.8177
2018-08-07 2018-06-30 13F A T & T COM 00206R102 45,353 2,209 5.12 1,456 -5.33 0.8514
2018-04-27 2018-03-31 13F A T & T COM 00206R102 43,144 -4,811 -10.03 1,538 -17.49 0.8880
2018-02-02 2017-12-31 13F A T & T COM 00206R102 47,955 11,180 30.40 1,864 29.44 1.2270
2017-11-08 2017-09-30 13F A T & T COM 00206R102 36,775 1,601 4.55 1,440 8.52 0.9623
2017-08-02 2017-06-30 13F A T & T COM 00206R102 35,174 4,810 15.84 1,327 5.15 0.9036
2017-05-10 2017-03-31 13F A T & T COM 00206R102 30,364 -7,096 -18.94 1,262 -20.78 0.8576
2017-02-06 2016-12-31 13F AT&T COM 00206R102 37,460 -16,186 -30.17 1,593 -26.89 1.1471
2016-11-01 2016-09-30 13F AT&T COM 00206R102 53,646 -11,328 -17.43 2,179 -22.40 1.5537
2016-08-12 2016-06-30 13F A T & T COM 00206R102 64,974 1,424 2.24 2,808 12.82 1.9706
2016-05-11 2016-03-31 13F A T & T COM 00206R102 63,550 9,474 17.52 2,489 33.75 1.7995
2016-05-11 2015-12-31 13F AT&T COM 00206R102 54,076 54,076 1,861 1.5128
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.