AT&T Inc.
MX ˙ BMV ˙ US00206R1023
SecurityMX:T / AT&T Inc.
InstitutionCapWealth Advisors, LLC
Latest Disclosed Ownership1,083,087 shares
Latest Disclosed Value $ 31,398,692
CapWealth Advisors, LLC reports 94.33% increase in ownership of T / AT&T Inc.

On May 5, 2026 - CapWealth Advisors, LLC filed a 13F-HR form disclosing ownership of 1,083,087 shares of AT&T Inc. (MX:T) valued at $31,398,692 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on February 6, 2026 disclosing 557,352 shares of AT&T Inc.. This represents a change in shares of 94.33% 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)
2026-05-05 2026-03-31 13F AT&T INC COM Stock 00206R102 1,083,087 525,735 94.33 31,399 126.80 2.3307
2026-02-06 2025-12-31 13F/A-1 AT&T INC COM Stock 00206R102 557,352 39,297 7.59 13,845 -5.37 0.9475
2026-02-02 2025-12-31 13F AT&T INC COM Stock 00206R102 557,352 39,297 13,845 0.9411
2026-02-06 2025-09-30 13F/A-2 AT&T INC COM Stock 00206R102 518,055 502,555 3,242.29 14,630 3,165.40 1.0073
2025-10-30 2025-09-30 13F/A-1 AT&T INC COM Stock 00206R102 518,055 502,555 14,630 0.9999
2025-10-21 2025-09-30 13F AT&T INC COM Stock 00206R102 518,055 502,555 14,630 1.3190
2025-07-29 2025-06-30 13F AT&T INC COM Stock 00206R102 15,500 141 0.92 449 3.23 0.0442
2025-04-30 2025-03-31 13F AT&T INC COM Stock 00206R102 15,359 565 3.82 434 29.17 0.0470
2025-01-30 2024-12-31 13F AT&T INC COM Stock 00206R102 14,794 -1,599 -9.75 337 -6.67 0.0369
2024-10-31 2024-09-30 13F AT&T INC COM Stock 00206R102 16,393 -490 -2.90 361 11.80 0.0392
2024-08-05 2024-06-30 13F AT&T INC COM Stock 00206R102 16,883 -214 -1.25 323 7.33 0.0408
2024-05-03 2024-03-31 13F AT&T INC COM Stock 00206R102 17,097 -1,641 -8.76 301 -4.46 0.0338
2024-01-31 2023-12-31 13F AT&T INC COM Stock 00206R102 18,738 -2,607 -12.21 314 -1.87 0.0383
2023-11-01 2023-09-30 13F AT&T INC COM Stock 00206R102 21,345 2,177 11.36 321 4.92 0.0411
2023-08-07 2023-06-30 13F AT&T INC COM Stock 00206R102 19,168 8,959 87.76 306 55.61 0.0373
2023-05-02 2023-03-31 13F AT&T INC COM Stock 00206R102 10,209 85 0.84 197 5.38 0.0245
2023-02-01 2022-12-31 13F AT&T INC COM Stock 00206R102 10,124 -695,547 -98.57 186 -98.28 0.0219
2022-11-02 2022-09-30 13F AT&T INC COM Stock 00206R102 705,671 12,008 1.73 10,825 -25.55 1.4285
2022-08-05 2022-06-30 13F AT&T INC COM Stock 00206R102 693,663 18,269 2.70 14,539 -8.90 1.7535
2022-05-04 2022-03-31 13F/A-2 AT&T INC COM Stock 00206R102 675,394 9,441 1.42 15,960 -2.58 1.6338
2022-05-03 2022-03-31 13F/A-1 AT&T INC COM Stock 00206R102 684,394 18,441 16,172 1.5643
2022-05-02 2022-03-31 13F AT&T INC COM Stock 00206R102 684,394 18,441 16,172 1.7223
2022-02-10 2021-12-31 13F AT&T INC COM COM 00206R102 665,953 18,201 2.81 16,382 -6.37 1.6669
2021-11-09 2021-09-30 13F AT&T INC COM COM 00206R102 647,752 2,461 0.38 17,496 -5.79 1.9166
2021-08-10 2021-06-30 13F AT&T INC COM COM 00206R102 645,291 43,962 7.31 18,571 2.03 2.0157
2021-05-03 2021-03-31 13F AT&T INC COM COM 00206R102 601,329 -24,792 -3.96 18,202 1.08 2.0713
2021-02-17 2020-12-31 13F/A-1 AT&T INC COM COM 00206R102 626,121 -335,086 -34.86 18,007 -34.29 2.1461
2021-02-02 2020-12-31 13F AT&T INC COM COM 00206R102 626,729 -334,478 18,025 2,178,600.5226
2020-11-12 2020-09-30 13F AT&T INC COM COM 00206R102 961,207 952,360 10,764.78 27,404 10,163.67 3.6602
2020-08-12 2020-06-30 13F A T & T COM 00206R102 8,847 0 0.00 267 3.49 0.0377
2020-05-08 2020-03-31 13F/A-1 A T & T COM 00206R102 8,847 0 0.00 258 -25.43 0.0462
2020-05-08 2020-03-31 13F A T & T COM 00206R102 8,847 0 296 42,324.1083
2020-02-18 2019-12-31 13F/A-1 A T & T COM 00206R102 8,847 0 0.00 346 3.28 0.0435
2020-02-06 2019-12-31 13F A T & T COM 00206R102 8,847 0 346 44,534.8872
2019-10-29 2019-09-30 13F A T & T COM 00206R102 8,847 0 0.00 335 13.18 0.0446
2019-08-13 2019-06-30 13F A T & T COM 00206R102 8,847 -1,492 -14.43 296 -8.64 0.0423
2019-05-15 2019-03-31 13F AT&T INC COM COM 00206R102 10,339 -256 -2.42 324 7.28 0.0497
2019-02-15 2018-12-31 13F AT&T INC COM COM 00206R102 10,595 -44 -0.41 302 -15.41 0.0531
2018-11-14 2018-09-30 13F AT&T INC COM COM 00206R102 10,639 -303 -2.77 357 1.71 0.0586
2018-08-15 2018-06-30 13F AT&T COM 00206R102 10,942 -12 -0.11 351 -10.23 0.0629
2018-05-14 2018-03-31 13F/A-1 AT&T COM 00206R102 10,954 100 0.92 391 -7.35 0.0756
2018-05-11 2018-03-31 13F AT&T COM 00206R102 10,854 0 422
2018-02-15 2017-12-31 13F AT&T COM 00206R102 10,854 -1,357 -11.11 422 -11.72 0.0759
2017-11-13 2017-09-30 13F AT&T COM 00206R102 12,211 1,500 14.00 478 18.32 0.0918
2017-08-14 2017-06-30 13F AT&T COM 00206R102 10,711 -876 -7.56 404 -16.01 0.0810
2017-05-12 2017-03-31 13F AT&T COM 00206R102 11,587 385 3.44 481 1.05 0.0985
2017-02-14 2016-12-31 13F AT&T COM 00206R102 11,202 548 5.14 476 9.93 0.1030
2016-11-14 2016-09-30 13F AT&T COM 00206R102 10,654 150 1.43 433 -4.63 0.1041
2016-08-03 2016-06-30 13F AT&T COM 00206R102 10,504 -305 -2.82 454 7.33 0.1109
2016-05-11 2016-03-31 13F AT&T COM 00206R102 10,809 130 1.22 423 15.26 0.1076
2016-02-11 2015-12-31 13F AT&T COM 00206R102 10,679 0 0.00 367 5.46 0.0889
2015-11-12 2015-09-30 13F AT&T COM 00206R102 10,679 -200 -1.84 348 -9.84 0.0872
2015-08-14 2015-06-30 13F AT&T COM 00206R102 10,879 -2,800 -20.47 386 -13.65 0.0910
2015-05-12 2015-03-31 13F AT&T COM 00206R102 13,679 -2,260 -14.18 447 -16.45 0.1051
2015-02-11 2014-12-31 13F AT&T COM 00206R102 15,939 -575 -3.48 535 -8.08 0.1256
2014-11-12 2014-09-30 13F AT&T COM 00206R102 16,514 -1,288 -7.24 582 -7.47 0.1321
2014-08-08 2014-06-30 13F AT&T COM 00206R102 17,802 5,811 48.46 629 49.41 0.1441
2014-05-12 2014-03-31 13F AT&T COM 00206R102 11,991 155 1.31 421 1.20 0.1133
2014-02-13 2013-12-31 13F AT&T COM 00206R102 11,836 -2,604 -18.03 416 -14.75 0.1049
2013-11-13 2013-09-30 13F AT&T COM 00206R102 14,440 1,578 12.27 488 7.25 0.1358
2013-07-26 2013-06-30 13F AT&T COM 00206R102 12,862 12,862 455 0.1329
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.