AT&T Inc.
MX ˙ BMV ˙ US00206R1023
SecurityMX:T / AT&T Inc.
InstitutionSummitry Llc
Latest Disclosed Ownership267,768 shares
Latest Disclosed Value $ 7,762,595
Summitry Llc reports 2.20% increase in ownership of T / AT&T Inc.

On May 22, 2026 - Summitry Llc filed a 13F-HR/A form disclosing ownership of 267,768 shares of AT&T Inc. (MX:T) valued at $7,762,595 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 262,016 shares of AT&T Inc.. This represents a change in shares of 2.20% 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)
2026-05-22 2026-03-31 13F/A-1 AT&T COM 00206R102 267,768 5,752 2.20 7,763 19.27 0.2739
2026-05-11 2026-03-31 13F AT&T COM 00206R102 275,394 13,378 7,984 0.3486
2026-02-09 2025-12-31 13F AT&T COM 00206R102 262,016 14,110 5.69 6,508 -7.03 0.2712
2025-11-07 2025-09-30 13F AT&T COM 00206R102 247,906 3,967 1.63 7,001 -0.84 0.2958
2025-08-08 2025-06-30 13F AT&T COM 00206R102 243,939 -2,434 -0.99 7,060 1.32 0.3196
2025-05-13 2025-03-31 13F AT&T COM 00206R102 246,373 3,902 1.61 6,967 26.19 0.3521
2025-02-12 2024-12-31 13F AT&T COM 00206R102 242,471 8,425 3.60 5,521 7.22 0.2705
2024-11-07 2024-09-30 13F AT&T COM 00206R102 234,046 657 0.28 5,149 15.45 0.2459
2024-08-09 2024-06-30 13F AT&T COM 00206R102 233,389 12,125 5.48 4,460 14.54 0.2304
2024-05-06 2024-03-31 13F AT&T COM 00206R102 221,264 -132 -0.06 3,894 4.82 0.2042
2024-02-07 2023-12-31 13F AT&T COM 00206R102 221,396 14,608 7.06 3,715 19.65 0.2156
2023-11-06 2023-09-30 13F AT&T COM 00206R102 206,788 25,939 14.34 3,106 7.66 0.2042
2023-08-08 2023-06-30 13F AT&T COM 00206R102 180,849 10,579 6.21 2,885 -11.99 0.1822
2023-05-12 2023-03-31 13F AT&T COM 00206R102 170,270 10,309 6.44 3,278 11.31 0.2202
2023-02-10 2022-12-31 13F AT&T COM 00206R102 159,961 19,132 13.59 2,945 36.30 0.2166
2022-11-09 2022-09-30 13F AT&T COM 00206R102 140,829 18,784 15.39 2,160 -15.56 0.1631
2022-08-09 2022-06-30 13F AT&T COM 00206R102 122,045 -5,073 -3.99 2,558 -14.85 0.1869
2022-05-09 2022-03-31 13F AT&T COM 00206R102 127,118 15,674 14.06 3,004 9.56 0.1782
2022-02-10 2021-12-31 13F AT&T COM 00206R102 111,444 432 0.39 2,742 -8.54 0.1602
2021-11-12 2021-09-30 13F AT&T COM 00206R102 111,012 -3,769 -3.28 2,998 -9.23 0.1874
2021-08-13 2021-06-30 13F AT&T COM 00206R102 114,781 11,194 10.81 3,303 5.33 0.2047
2021-05-12 2021-03-31 13F AT&T COM 00206R102 103,587 10,479 11.25 3,136 17.10 0.2017
2021-02-05 2020-12-31 13F AT&T COM 00206R102 93,108 4,528 5.11 2,678 6.06 0.1960
2020-11-12 2020-09-30 13F AT&T COM 00206R102 88,580 2,259 2.62 2,525 -3.22 0.2033
2020-08-07 2020-06-30 13F AT&T COM 00206R102 86,321 7,310 9.25 2,609 13.29 0.2160
2020-05-08 2020-03-31 13F AT&T COM 00206R102 79,011 3,219 4.25 2,303 -22.25 0.2111
2020-02-07 2019-12-31 13F AT&T COM 00206R102 75,792 4,635 6.51 2,962 9.99 0.2383
2019-11-05 2019-09-30 13F AT&T COM 00206R102 71,157 2,560 3.73 2,693 17.14 0.2126
2019-08-13 2019-06-30 13F AT&T COM 00206R102 68,597 5,012 7.88 2,299 15.30 0.1890
2019-05-13 2019-03-31 13F AT&T COM 00206R102 63,585 6,574 11.53 1,994 22.56 0.1730
2019-02-08 2018-12-31 13F AT&T COM 00206R102 57,011 4,560 8.69 1,627 -7.61 0.1589
2018-11-09 2018-09-30 13F AT&T COM 00206R102 52,451 1,711 3.37 1,761 8.10 0.1501
2018-08-09 2018-06-30 13F AT&T COM 00206R102 50,740 5,696 12.65 1,629 1.43 0.1512
2018-05-10 2018-03-31 13F AT&T COM 00206R102 45,044 760 1.72 1,606 -6.74 0.1484
2018-02-12 2017-12-31 13F AT&T COM 00206R102 44,284 3,925 9.73 1,722 8.92 0.1565
2017-11-02 2017-09-30 13F AT&T COM 00206R102 40,359 4,395 12.22 1,581 16.51 0.1466
2017-08-11 2017-06-30 13F AT&T COM 00206R102 35,964 1,905 5.59 1,357 -4.10 0.1292
2017-05-12 2017-03-31 13F AT&T COM 00206R102 34,059 -2,128 -5.88 1,415 -8.06 0.1363
2017-02-14 2016-12-31 13F AT&T COM 00206R102 36,187 3,553 10.89 1,539 16.15 0.1493
2016-11-09 2016-09-30 13F AT&T COM 00206R102 32,634 2,190 7.19 1,325 0.76 0.1329
2016-08-10 2016-06-30 13F AT&T COM 00206R102 30,444 6,105 25.08 1,315 37.99 0.1356
2016-05-12 2016-03-31 13F AT&T COM 00206R102 24,339 2,382 10.85 953 59.63 0.1019
2016-02-09 2015-12-31 13F AT&T COM 00206R102 21,957 3,080 16.32 597 -2.93 0.0632
2015-11-10 2015-09-30 13F AT&T COM 00206R102 18,877 6,317 50.29 615 37.89 0.0712
2015-08-06 2015-06-30 13F AT&T COM 00206R102 12,560 2,010 19.05 446 29.65 0.0509
2015-05-05 2015-03-31 13F AT&T COM 00206R102 10,550 0 0.00 344 -2.82 0.0402
2015-02-11 2014-12-31 13F AT&T COM 00206R102 10,550 -1,179 -10.05 354 -14.29 0.0391
2014-10-30 2014-09-30 13F AT&T COM 00206R102 11,729 4 0.03 413 -0.48 0.0512
2014-07-28 2014-06-30 13F AT&T COM 00206R102 11,725 -150 -1.26 415 -0.24 0.0528
2014-05-09 2014-03-31 13F AT&T COM 00206R102 11,875 150 1.28 416 0.97 0.0537
2014-02-12 2013-12-31 13F/A-1 AT&T COM 00206R102 11,725 -30 -0.26 412 3.52 0.0543
2014-02-10 2013-12-31 13F AT&T COM 00206R102 2,830 209
2013-10-24 2013-09-30 13F AT&T COM 00206R102 11,755 -200 -1.67 398 -5.91 0.0603
2013-07-30 2013-06-30 13F AT&T COM 00206R102 11,955 11,955 423 0.0664
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.