AT&T Inc.
MX ˙ BMV ˙ US00206R1023
SecurityMX:T / AT&T Inc.
InstitutionBSW Wealth Partners
Latest Disclosed Ownership31,995 shares
Latest Disclosed Value $ 927,550
BSW Wealth Partners reports 15.00% decrease in ownership of T / AT&T Inc.

On April 14, 2026 - BSW Wealth Partners filed a 13F-HR form disclosing ownership of 31,995 shares of AT&T Inc. (MX:T) valued at $927,550 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 37,643 shares of AT&T Inc.. This represents a change in shares of -15.00% 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)
2026-04-14 2026-03-31 13F AT&T COM 00206R102 31,995 -5,648 -15.00 928 -0.86 0.1132
2026-01-23 2025-12-31 13F AT&T COM 00206R102 37,643 -1,138 -2.93 935 -14.61 0.1122
2025-10-15 2025-09-30 13F AT&T COM 00206R102 38,781 1,433 3.84 1,095 1.39 0.1364
2025-07-18 2025-06-30 13F AT&T COM 00206R102 37,348 -141 -0.38 1,081 1.89 0.1481
2025-04-24 2025-03-31 13F AT&T COM 00206R102 37,489 -266 -0.70 1,060 23.40 0.1610
2025-01-22 2024-12-31 13F AT&T COM 00206R102 37,755 5,340 16.47 860 20.48 0.1262
2024-10-29 2024-09-30 13F AT&T COM 00206R102 32,415 3,994 14.05 713 31.31 0.1070
2024-07-16 2024-06-30 13F AT&T COM 00206R102 28,421 1,194 4.39 543 13.36 0.0891
2024-04-23 2024-03-31 13F AT&T COM 00206R102 27,227 696 2.62 479 7.64 0.0812
2024-01-25 2023-12-31 13F AT&T COM 00206R102 26,531 435 1.67 445 13.81 0.0883
2023-10-27 2023-09-30 13F AT&T COM 00206R102 26,096 2,731 11.69 392 5.11 0.0872
2023-08-11 2023-06-30 13F AT&T COM 00206R102 23,365 470 2.05 373 -15.45 0.0778
2023-05-15 2023-03-31 13F AT&T COM 00206R102 22,895 2,964 14.87 441 0.0903
2023-02-14 2022-12-31 13F AT&T COM 00206R102 19,931 -11,471 -36.53 0 -100.00 0.0788
2022-11-14 2022-09-30 13F AT&T COM 00206R102 31,402 1,197 3.96 482 -23.85 0.1184
2022-08-15 2022-06-30 13F AT&T COM 00206R102 30,205 1,743 6.12 633 -5.94 0.1517
2022-05-16 2022-03-31 13F AT&T COM 00206R102 28,462 10,853 61.63 673 55.43 0.1701
2022-02-14 2021-12-31 13F AT&T COM 00206R102 17,609 -4,564 -20.58 433 -27.71 0.1087
2021-11-15 2021-09-30 13F AT&T COM 00206R102 22,173 2,282 11.47 599 4.72 0.1674
2021-08-16 2021-06-30 13F AT&T COM 00206R102 19,891 421 2.16 572 -2.89 0.1573
2021-05-17 2021-03-31 13F AT&T COM 00206R102 19,470 4,979 34.36 589 41.25 0.1702
2021-02-16 2020-12-31 13F AT&T COM 00206R102 14,491 4,461 44.48 417 45.80 0.1282
2020-11-13 2020-09-30 13F AT&T COM 00206R102 10,030 3,312 49.30 286 40.89 0.1073
2020-08-13 2020-06-30 13F AT&T COM 00206R102 6,718 6,718 203 0.0680
2020-05-14 2020-03-31 13F AT&T COM 00206R102 0 -10,539 -100.00 0 -100.00
2020-02-18 2019-12-31 13F AT&T COM 00206R102 10,539 5,053 92.11 412 98.08 0.1404
2019-11-12 2019-09-30 13F AT&T COM 00206R102 5,486 5,486 208 0.0800
2015-05-14 2015-03-31 13F AT&T INC COM COM 00206R102 0 -10,835 -100.00 0 -100.00
2015-02-13 2014-12-31 13F AT&T INC COM COM 00206R102 10,835 -92 -0.84 364 -5.45 0.2939
2014-11-12 2014-09-30 13F AT&T INC COM COM 00206R102 10,927 283 2.66 385 2.94 0.3014
2014-02-20 2013-12-31 13F AT&T INC COM COM 00206R102 10,644 0 0.00 374 3.89 0.2987
2013-11-13 2013-09-30 13F AT&T INC COM COM 00206R102 10,644 -150 -1.39 360 -5.76 0.3132
2013-08-13 2013-06-30 13F AT&T INC COM COM 00206R102 10,794 10,794 382 0.3356
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.