AT&T Inc.
MX ˙ BMV ˙ US00206R1023
SecurityMX:T / AT&T Inc.
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership201,129 shares
Latest Disclosed Value $ 5,830,732
EP Wealth Advisors, Inc. reports 5.23% decrease in ownership of T / AT&T Inc.

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 201,129 shares of AT&T Inc. (MX:T) valued at $5,830,732 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 212,234 shares of AT&T Inc.. This represents a change in shares of -5.23% 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)
2026-05-14 2026-03-31 13F AT&T COM 00206R102 201,129 -11,105 -5.23 5,831 10.61 0.0286
2026-02-18 2025-12-31 13F AT&T COM 00206R102 212,234 -20,005 -8.61 5,272 -21.56 0.0274
2025-08-14 2025-06-30 13F AT&T COM 00206R102 232,239 40,186 20.92 6,721 23.73 0.0442
2025-05-15 2025-03-31 13F AT&T COM 00206R102 192,053 -13,226 -6.44 5,431 16.20 0.0434
2025-02-14 2024-12-31 13F AT&T COM 00206R102 205,279 49,386 31.68 4,674 36.31 0.0381
2024-11-15 2024-09-30 13F AT&T COM 00206R102 155,893 40,734 35.37 3,430 55.86 0.0295
2024-08-19 2024-06-30 13F AT&T COM 00206R102 115,159 5,549 5.06 2,201 14.05 0.0234
2024-05-14 2024-03-31 13F AT&T COM 00206R102 109,610 7,944 7.81 1,929 13.14 0.0225
2024-02-28 2023-12-31 13F AT&T COM 00206R102 101,666 -54,499 -34.90 1,706 -27.29 0.0218
2023-11-24 2023-09-30 13F AT&T COM 00206R102 156,165 150,782 2,801.08 2,346 -31.49 0.0364
2023-08-14 2023-06-30 13F AT&T COM 00206R102 5,383 -3,527 -39.58 3,423 397.53 0.0493
2023-06-05 2023-03-31 13F AT&T COM 00206R102 8,910 -129,796 -93.58 688 -73.05 0.0118
2023-06-12 2022-12-31 13F AT&T COM 00206R102 138,706 -17,837 -11.39 2,554 6.33 0.0460
2022-12-02 2022-09-30 13F AT&T COM 00206R102 156,543 -6,889 -4.22 2,401 -29.92 0.0545
2022-08-11 2022-06-30 13F AT&T COM 00206R102 163,432 33,299 25.59 3,426 11.41 0.0772
2022-05-20 2022-03-31 13F AT&T COM 00206R102 130,133 -13,121 -9.16 3,075 -12.74 0.0675
2022-02-17 2021-12-31 13F AT&T COM 00206R102 143,254 13,505 10.41 3,524 0.54 0.0833
2021-11-23 2021-09-30 13F/A-1 AT&T COM 00206R102 129,749 -15,134 -10.45 3,505 -15.95 0.0961
2021-11-16 2021-09-30 13F AT&T COM 00206R102 810 -144,073 3,505 0.0961
2021-08-24 2021-06-30 13F AT&T COM 00206R102 144,883 -3,702 -2.49 4,170 -7.29 0.1156
2021-05-17 2021-03-31 13F AT&T COM 00206R102 148,585 -8,536 -5.43 4,498 -0.46 0.1430
2021-02-18 2020-12-31 13F AT&T COM 00206R102 157,121 554 0.35 4,519 1.23 0.1589
2020-11-17 2020-09-30 13F AT&T COM 00206R102 156,567 -7,550 -4.60 4,464 -10.02 0.1921
2020-08-14 2020-06-30 13F AT&T COM 00206R102 164,117 -36,199 -18.07 4,961 -15.04 0.2118
2020-05-18 2020-03-31 13F AT&T COM 00206R102 200,316 47,164 30.80 5,839 -2.44 0.2857
2020-02-14 2019-12-31 13F AT&T COM 00206R102 153,152 -6,214 -3.90 5,985 -0.75 0.2465
2019-11-18 2019-09-30 13F AT&T COM 00206R102 159,366 7,199 4.73 6,030 18.26 0.2990
2019-08-27 2019-06-30 13F AT&T COM 00206R102 152,167 92,098 153.32 5,099 170.65 0.3186
2019-05-20 2019-03-31 13F AT&T COM 00206R102 60,069 -10,514 -14.90 1,884 -6.45 0.1812
2019-02-15 2018-12-31 13F AT&T COM 00206R102 70,583 -21,463 -23.32 2,014 -34.84 0.1553
2018-11-15 2018-09-30 13F AT&T COM 00206R102 92,046 29,392 46.91 3,091 53.63 0.2415
2018-08-14 2018-06-30 13F AT&T COM 00206R102 62,654 1,226 2.00 2,012 -8.13 0.1898
2018-05-15 2018-03-31 13F AT&T COM 00206R102 61,428 1,436 2.39 2,190 -6.13 0.2117
2018-02-15 2017-12-31 13F AT&T COM 00206R102 59,992 -6,655 -9.99 2,333 -10.65 0.2462
2017-11-15 2017-09-30 13F AT&T COM 00206R102 66,647 1,435 2.20 2,611 6.14 0.3016
2017-08-17 2017-06-30 13F AT&T COM 00206R102 65,212 2,883 4.63 2,460 -5.02 0.3015
2017-05-15 2017-03-31 13F AT&T COM 00206R102 62,329 1,221 2.00 2,590 0.82 0.3572
2017-02-15 2016-12-31 13F AT&T COM 00206R102 61,108 1,049 1.75 2,569 5.33 0.3754
2016-11-14 2016-09-30 13F AT&T COM 00206R102 60,059 -2,657 -4.24 2,439 -10.00 0.3811
2016-08-15 2016-06-30 13F AT&T COM 00206R102 62,716 5,991 10.56 2,710 21.96 0.4318
2016-05-16 2016-03-31 13F AT&T COM 00206R102 56,725 4,964 9.59 2,222 24.76 0.3407
2016-02-16 2015-12-31 13F AT&T COM 00206R102 51,761 615 1.20 1,781 6.90 0.2994
2015-11-17 2015-09-30 13F AT&T COM 00206R102 51,146 31,121 155.41 1,666 134.32 0.3176
2015-08-14 2015-06-30 13F AT&T Common 00206R102 20,025 1,936 10.70 711 20.51 0.1333
2015-05-15 2015-03-31 13F AT&T Common 00206R102 18,089 -2,159 -10.66 591 -13.24 0.1111
2015-02-17 2014-12-31 13F AT&T Common 00206R102 20,248 186 0.93 680 -3.82 0.1121
2014-11-12 2014-09-30 13F AT&T Common 00206R102 20,062 920 4.81 707 4.43 0.1145
2014-07-25 2014-06-30 13F AT&T Common 00206R102 19,142 -445 -2.27 677 -1.46 0.1573
2014-05-15 2014-03-31 13F AT&TCorp Common 00206R102 19,587 -4,156 -17.50 687 -17.72 0.1879
2014-02-14 2013-12-31 13F AT&T Common 00206R102 23,743 5,379 29.29 835 34.46 0.2166
2013-11-14 2013-09-30 13F AT&T Common 00206R102 18,364 -3,160 -14.68 621 -18.50 0.1951
2013-08-14 2013-06-30 13F AT&T Common 00206R102 21,524 21,524 762 0.2749
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.