AT&T Inc.
MX ˙ BMV ˙ US00206R1023
SecurityMX:T / AT&T Inc.
InstitutionEvermay Wealth Management Llc
Latest Disclosed Ownership4,014 shares
Latest Disclosed Value $ 116,366
Evermay Wealth Management Llc ownership in T / AT&T Inc.

On May 11, 2026 - Evermay Wealth Management Llc filed a 13F-HR form disclosing ownership of 4,014 shares of AT&T Inc. (MX:T) valued at $116,366 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 4,014 shares of AT&T Inc.. This represents a change in shares of 0.00% 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)
2026-05-11 2026-03-31 13F AT&T COM 00206R102 4,014 0 0.00 116 17.17 0.0129
2026-01-22 2025-12-31 13F AT&T COM 00206R102 4,014 0 0.00 100 -12.39 0.0112
2025-11-05 2025-09-30 13F AT&T COM 00206R102 4,014 0 0.00 113 -2.59 0.0130
2025-07-30 2025-06-30 13F AT&T COM 00206R102 4,014 0 0.00 116 2.65 0.0143
2025-05-07 2025-03-31 13F AT&T COM 00206R102 4,014 3,484 657.36 114 841.67 0.0149
2025-01-24 2024-12-31 13F AT&T COM 00206R102 530 0 0.00 12 9.09 0.0018
2024-10-25 2024-09-30 13F AT&T COM 00206R102 530 0 0.00 12 10.00 0.0019
2024-08-01 2024-06-30 13F AT&T COM 00206R102 530 0 0.00 10 11.11 0.0016
2024-05-14 2024-03-31 13F AT&T COM 00206R102 530 169 46.81 9 50.00 0.0014
2024-02-12 2023-12-31 13F AT&T COM 00206R102 361 -2,936 -89.05 6 -87.76 0.0011
2023-11-14 2023-09-30 13F AT&T COM 00206R102 3,297 -1,479 -30.97 50 -35.53 0.0101
2023-08-10 2023-06-30 13F AT&T COM 00206R102 4,776 828 20.97 76 1.33 0.0147
2023-05-15 2023-03-31 13F AT&T COM 00206R102 3,948 351 9.76 76 13.64 0.0153
2023-01-19 2022-12-31 13F AT&T COM 00206R102 3,597 -960 -21.07 66 -5.71 0.0135
2022-11-14 2022-09-30 13F AT&T COM 00206R102 4,557 -72 -1.56 70 -27.84 0.0139
2022-08-15 2022-06-30 13F AT&T COM 00206R102 4,629 -450 -8.86 97 -19.17 0.0188
2022-05-16 2022-03-31 13F AT&T COM 00206R102 5,079 -65 -1.26 120 -5.51 0.0201
2022-02-14 2021-12-31 13F AT&T COM 00206R102 5,144 -1,563 -23.30 127 -29.83 0.0227
2021-11-12 2021-09-30 13F/A-1 AT&T COM 00206R102 6,707 -2,110 -23.93 181 -28.74 0.0351
2021-11-12 2021-09-30 13F AT&T COM 00206R102 8,817 0 254 0.0471
2021-08-13 2021-06-30 13F AT&T COM 00206R102 8,817 -3,864 -30.47 254 -33.85 0.0471
2021-05-10 2021-03-31 13F AT&T COM 00206R102 12,681 -2,250 -15.07 384 -10.49 0.0768
2021-02-16 2020-12-31 13F AT&T COM 00206R102 14,931 -2,213 -12.91 429 -12.27 0.0946
2020-11-05 2020-09-30 13F AT&T COM 00206R102 17,144 386 2.30 489 -3.55 0.1201
2020-07-20 2020-06-30 13F AT&T COM 00206R102 16,758 -689 -3.95 507 -0.39 0.1334
2020-04-24 2020-03-31 13F AT&T COM 00206R102 17,447 -762 -4.18 509 -28.51 0.1545
2020-02-11 2019-12-31 13F AT&T COM 00206R102 18,209 -799 -4.20 712 -0.97 0.1751
2019-10-29 2019-09-30 13F AT&T COM 00206R102 19,008 48 0.25 719 13.23 0.1960
2019-07-23 2019-06-30 13F AT&T COM 00206R102 18,960 639 3.49 635 10.43 0.1764
2019-05-03 2019-03-31 13F AT&T COM 00206R102 18,321 2,212 13.73 575 25.00 0.1626
2019-01-24 2018-12-31 13F AT&T COM 00206R102 16,109 2,478 18.18 460 0.44 0.1489
2018-10-29 2018-09-30 13F AT&T COM 00206R102 13,631 -577 -4.06 458 0.44 0.1430
2018-08-03 2018-06-30 13F AT&T COM 00206R102 14,208 -6,211 -30.42 456 -37.36 0.1519
2018-05-04 2018-03-31 13F AT&T COM 00206R102 20,419 1,911 10.33 728 1.11 0.2509
2018-02-07 2017-12-31 13F AT&T COM 00206R102 18,508 4,748 34.51 720 33.58 0.2637
2017-10-23 2017-09-30 13F AT&T COM 00206R102 13,760 3,625 35.77 539 41.10 0.2340
2017-08-01 2017-06-30 13F AT&T COM 00206R102 10,135 2 0.02 382 -9.26 0.1694
2017-05-10 2017-03-31 13F AT&T COM 00206R102 10,133 2,501 32.77 421 29.54 0.1885
2017-02-01 2016-12-31 13F AT&T COM 00206R102 7,632 1 0.01 325 4.84 0.1590
2016-11-01 2016-09-30 13F AT&T COM 00206R102 7,631 -2,043 -21.12 310 -25.84 0.1561
2016-08-03 2016-06-30 13F AT&T COM 00206R102 9,674 1 0.01 418 10.29 0.2183
2016-05-09 2016-03-31 13F AT&T COM 00206R102 9,673 1 0.01 379 13.81 0.2124
2016-02-05 2015-12-31 13F AT&T COM 00206R102 9,672 -114 -1.16 333 4.39 0.1961
2015-11-03 2015-09-30 13F AT&T COM 00206R102 9,786 256 2.69 319 -5.90 0.1912
2015-08-06 2015-06-30 13F AT&T COM 00206R102 9,530 0 0.00 339 9.00 0.2016
2015-04-30 2015-03-31 13F AT&T COM 00206R102 9,530 9,530 0.00 311 0.1839
2015-02-04 2014-12-31 13F AT&T COM 00206R102 0 -10,888 -100.00 0 -100.00
2014-11-04 2014-09-30 13F AT&T COM 00206R102 10,888 1,933 21.59 384 21.14 0.3297
2014-08-06 2014-06-30 13F AT&T COM 00206R102 8,955 1,375 18.14 317 19.17 0.2743
2014-05-09 2014-03-31 13F AT&T COM 00206R102 7,580 7,580 266 0.2833
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.