AT&T Inc.
MX ˙ BMV ˙ US00206R1023
SecurityMX:T / AT&T Inc.
InstitutionCapstone Financial Advisors, Inc.
Latest Disclosed Ownership22,022 shares
Latest Disclosed Value $ 638,413
Capstone Financial Advisors, Inc. reports 98.20% increase in ownership of T / AT&T Inc.

On May 15, 2026 - Capstone Financial Advisors, Inc. filed a 13F-HR form disclosing ownership of 22,022 shares of AT&T Inc. (MX:T) valued at $638,413 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 11,111 shares of AT&T Inc.. This represents a change in shares of 98.20% 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 22,022 10,911 98.20 638 132.00 0.0344
2026-02-17 2025-12-31 13F AT&T COM 00206R102 11,111 -1,956 -14.97 276 -25.47 0.0147
2025-11-14 2025-09-30 13F AT&T COM 00206R102 13,067 191 1.48 369 -0.81 0.0200
2025-08-08 2025-06-30 13F AT&T COM 00206R102 12,876 -353 -2.67 373 -0.53 0.0216
2025-05-09 2025-03-31 13F AT&T COM 00206R102 13,229 13 0.10 374 24.67 0.0235
2025-02-14 2024-12-31 13F AT&T COM 00206R102 13,216 3,860 41.26 301 46.34 0.0186
2024-11-14 2024-09-30 13F AT&T COM 00206R102 9,356 -5,224 -35.83 206 -26.26 0.0127
2024-08-13 2024-06-30 13F AT&T COM 00206R102 14,580 251 1.75 279 10.32 0.0184
2024-05-14 2024-03-31 13F AT&T COM 00206R102 14,329 -16,652 -53.75 252 -51.45 0.0169
2024-02-13 2023-12-31 13F AT&T COM 00206R102 30,981 1,908 6.56 520 19.04 0.0372
2023-11-13 2023-09-30 13F AT&T COM 00206R102 29,073 9,046 45.17 437 36.68 0.0345
2023-08-15 2023-06-30 13F AT&T COM 00206R102 20,027 5,410 37.01 319 13.52 0.0240
2023-05-12 2023-03-31 13F AT&T COM 00206R102 14,617 -4,985 -25.43 281 -21.94 0.0222
2023-02-15 2022-12-31 13F AT&T COM 00206R102 19,602 -3,083 -13.59 361 3.45 0.0305
2022-11-15 2022-09-30 13F AT&T COM 00206R102 22,685 229 1.02 348 -26.11 0.0321
2022-09-02 2022-06-30 13F AT&T COM 00206R102 22,456 -1,244 -5.25 471 -15.89 0.0401
2022-05-13 2022-03-31 13F AT&T COM 00206R102 23,700 23,700 560 0.0407
2022-02-11 2021-12-31 13F AT&T COM 00206R102 0 -22,855 -100.00 0 -100.00
2021-11-15 2021-09-30 13F AT&T COM 00206R102 22,855 2,012 9.65 617 2.83 0.0483
2021-08-16 2021-06-30 13F AT&T COM 00206R102 20,843 -1,551 -6.93 600 -11.50 0.0474
2021-05-13 2021-03-31 13F AT&T COM 00206R102 22,394 2,101 10.35 678 16.10 0.0601
2021-02-16 2020-12-31 13F AT&T COM 00206R102 20,293 736 3.76 584 4.66 0.0554
2020-11-13 2020-09-30 13F AT&T COM 00206R102 19,557 11,011 128.84 558 116.28 0.0590
2020-08-14 2020-06-30 13F AT&T COM 00206R102 8,546 16 0.19 258 3.61 0.0295
2020-05-14 2020-03-31 13F AT&T COM 00206R102 8,530 -459 -5.11 249 -29.06 0.0325
2020-02-14 2019-12-31 13F AT&T COM 00206R102 8,989 594 7.08 351 10.38 0.0494
2019-11-12 2019-09-30 13F AT&T COM 00206R102 8,395 -1,007 -10.71 318 0.95 0.0486
2019-08-12 2019-06-30 13F AT&T COM 00206R102 9,402 897 10.55 315 17.98 0.0510
2019-05-14 2019-03-31 13F AT&T COM 00206R102 8,505 660 8.41 267 19.20 0.0456
2019-02-14 2018-12-31 13F AT&T COM 00206R102 7,845 -6,868 -46.68 224 -54.66 0.0450
2018-11-19 2018-09-30 13F AT&T COM 00206R102 14,713 -6,877 -31.85 494 -28.72 0.1227
2018-08-14 2018-06-30 13F AT&T COM 00206R102 21,590 115 0.54 693 -9.53 0.2080
2018-05-15 2018-03-31 13F AT&T COM 00206R102 21,475 125 0.59 766 -7.71 0.2527
2018-02-14 2017-12-31 13F AT&T COM 00206R102 21,350 105 0.49 830 -0.24 0.3097
2017-11-14 2017-09-30 13F AT&T COM 00206R102 21,245 -131 -0.61 832 3.10 0.3699
2017-08-14 2017-06-30 13F AT&T COM 00206R102 21,376 -449 -2.06 807 -11.03 0.3901
2017-05-12 2017-03-31 13F AT&T COM 00206R102 21,825 81 0.37 907 -1.95 0.4600
2017-02-14 2016-12-31 13F AT&T COM 00206R102 21,744 -2,325 -9.66 925 -5.32 0.4221
2016-11-14 2016-09-30 13F AT&T COM 00206R102 24,069 -3,043 -11.22 977 -16.57 0.5186
2016-08-12 2016-06-30 13F AT&T COM 00206R102 27,112 521 1.96 1,171 12.38 0.6326
2016-05-09 2016-03-31 13F AT&T COM 00206R102 26,591 79 0.30 1,042 14.25 0.4125
2016-02-10 2015-12-31 13F AT&T COM 00206R102 26,512 -4,409 -14.26 912 -9.43 0.3241
2015-11-13 2015-09-30 13F AT&T COM 00206R102 30,921 4,380 16.50 1,007 6.79 0.4463
2015-08-13 2015-06-30 13F AT&T COM 00206R102 26,541 -3,379 -11.29 943 -3.48 0.3678
2015-05-13 2015-03-31 13F AT&T COM 00206R102 29,920 1,758 6.24 977 3.28 0.3754
2015-02-13 2014-12-31 13F AT&T COM 00206R102 28,162 1,085 4.01 946 -0.84 0.2940
2014-11-13 2014-09-30 13F AT&T COM 00206R102 27,077 2,077 8.31 954 7.92 0.5806
2014-08-11 2014-06-30 13F AT&T COM 00206R102 25,000 395 1.61 884 2.43 0.6149
2014-05-14 2014-03-31 13F/A-1 AT&T COM 00206R102 24,605 6,812 38.28 863 37.86 0.5281
2014-05-08 2014-03-31 13F AT&T COM 00206R102 17,793 626
2014-02-11 2013-12-31 13F AT&T COM 00206R102 17,793 17,793 626 0.4035
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.