AT&T Inc.
MX ˙ BMV ˙ US00206R1023
SecurityMX:T / AT&T Inc.
InstitutionGradient Investments LLC
Latest Disclosed Ownership20,981 shares
Latest Disclosed Value $ 608,253
Gradient Investments LLC reports 8.36% decrease in ownership of T / AT&T Inc.

On April 13, 2026 - Gradient Investments LLC filed a 13F-HR form disclosing ownership of 20,981 shares of AT&T Inc. (MX:T) valued at $608,253 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 22,894 shares of AT&T Inc.. This represents a change in shares of -8.36% 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)
2026-04-13 2026-03-31 13F AT&T COM 00206R102 20,981 -1,913 -8.36 608 7.04 0.0094
2026-01-08 2025-12-31 13F AT&T COM 00206R102 22,894 -441,205 -95.07 569 -95.67 0.0090
2025-10-06 2025-09-30 13F AT&T COM 00206R102 464,099 12,478 2.76 13,106 0.28 0.2188
2025-07-08 2025-06-30 13F AT&T COM 00206R102 451,621 428,686 1,869.13 13,070 1,916.82 0.2389
2025-04-09 2025-03-31 13F AT&T COM 00206R102 22,935 322 1.42 649 26.07 0.0131
2025-01-21 2024-12-31 13F AT&T COM 00206R102 22,613 -1,082 -4.57 515 -1.34 0.0104
2024-10-15 2024-09-30 13F AT&T COM 00206R102 23,695 -6,982 -22.76 521 -11.09 0.0109
2024-07-18 2024-06-30 13F AT&T COM 00206R102 30,677 7,198 30.66 586 41.89 0.0132
2024-04-23 2024-03-31 13F AT&T COM 00206R102 23,479 -31,538 -57.32 413 -55.25 0.0096
2024-01-18 2023-12-31 13F AT&T COM 00206R102 55,017 -769 -1.38 923 10.27 0.0223
2023-10-27 2023-09-30 13F AT&T COM 00206R102 55,786 -8,320 -12.98 838 -18.10 0.0221
2023-07-11 2023-06-30 13F AT&T COM 00206R102 64,106 479 0.75 1,022 -16.50 0.0263
2023-04-17 2023-03-31 13F AT&T COM 00206R102 63,627 -10,304 -13.94 1,225 -10.07 0.0334
2023-01-10 2022-12-31 13F AT&T COM 00206R102 73,931 -11,289 -13.25 1,361 4.13 0.0429
2022-10-14 2022-09-30 13F AT&T COM 00206R102 85,220 116 0.14 1,307 -26.74 0.0400
2022-07-11 2022-06-30 13F AT&T COM 00206R102 85,104 -4,214 -4.72 1,784 -15.49 0.0521
2022-05-26 2022-03-31 13F AT&T COM 00206R102 89,318 -526,317 -85.49 2,111 -86.06 0.0542
2022-01-12 2021-12-31 13F AT&T COM 00206R102 615,635 113,462 22.59 15,145 11.66 0.3839
2021-10-18 2021-09-30 13F AT&T COM 00206R102 502,173 -150,265 -23.03 13,564 -27.76 0.3800
2021-07-12 2021-06-30 13F AT&T COM 00206R102 652,438 41,969 6.87 18,777 1.61 0.5494
2021-04-21 2021-03-31 13F AT&T COM 00206R102 610,469 102,936 20.28 18,479 27.71 0.6008
2021-01-08 2020-12-31 13F AT&T COM 00206R102 507,533 -4,616 -0.90 14,470 -0.90 0.6141
2020-10-06 2020-09-30 13F AT&T COM 00206R102 512,149 82,790 19.28 14,601 12.49 0.6132
2020-07-10 2020-06-30 13F AT&T COM 00206R102 429,359 22,322 5.48 12,980 9.40 0.5919
2020-04-07 2020-03-31 13F AT&T COM 00206R102 407,037 14,528 3.70 11,865 -22.65 0.6393
2020-01-15 2019-12-31 13F AT&T COM 00206R102 392,509 3,408 0.88 15,339 4.18 0.6831
2019-10-10 2019-09-30 13F AT&T COM 00206R102 389,101 5,490 1.43 14,724 14.54 0.7212
2019-07-16 2019-06-30 13F AT&T COM 00206R102 383,611 65,906 20.74 12,855 29.03 0.6599
2019-04-11 2019-03-31 13F AT&T COM 00206R102 317,705 -30,684 -8.81 9,963 0.20 0.6442
2019-01-18 2018-12-31 13F AT&T COM 00206R102 348,389 910 0.26 9,943 -14.78 0.5966
2018-10-11 2018-09-30 13F AT&T COM 00206R102 347,479 36,138 11.61 11,668 16.72 0.5984
2018-08-09 2018-06-30 13F AT&T COM 00206R102 311,341 22,801 7.90 9,997 -2.81 0.5339
2018-04-10 2018-03-31 13F AT&T COM 00206R102 288,540 19,460 7.23 10,286 -1.68 0.5569
2018-02-07 2017-12-31 13F AT&T COM 00206R102 269,080 45,917 20.58 10,462 19.69 0.6044
2017-10-16 2017-09-30 13F AT&T COM 00206R102 223,163 12,055 5.71 8,741 9.74 0.5585
2017-07-19 2017-06-30 13F AT&T COM 00206R102 211,108 16,274 8.35 7,965 -1.61 0.5588
2017-04-11 2017-03-31 13F AT&T COM 00206R102 194,834 17,618 9.94 8,095 7.40 0.6193
2017-01-17 2016-12-31 13F AT&T COM 00206R102 177,216 135,736 327.23 7,537 347.30 0.6604
2016-10-11 2016-09-30 13F AT&T COM 00206R102 41,480 -1,477 -3.44 1,685 -9.21 0.1656
2016-07-14 2016-06-30 13F AT&T COM 00206R102 42,957 -93,982 -68.63 1,856 -65.40 0.2009
2016-04-13 2016-03-31 13F AT&T COM 00206R102 136,939 -2,089 -1.50 5,364 12.12 0.6620
2016-01-19 2015-12-31 13F AT&T COM 00206R102 139,028 -159 -0.11 4,784 5.49 0.6379
2015-10-14 2015-09-30 13F AT&T COM 00206R102 139,187 1,435 1.04 4,535 -7.32 0.6436
2015-08-25 2015-06-30 13F AT&T COM 00206R102 137,752 10,211 8.01 4,893 17.51 0.6701
2015-04-10 2015-03-31 13F AT&T COM 00206R102 127,541 8,451 7.10 4,164 4.10 0.6223
2015-01-15 2014-12-31 13F AT&T COM 00206R102 119,090 13,365 12.64 4,000 7.35 0.6587
2014-10-14 2014-09-30 13F AT&T COM 00206R102 105,725 32,491 44.37 3,726 45.09 0.6736
2014-04-11 2014-03-31 13F AT&T COM 00206R102 73,234 19,795 37.04 2,568 36.67 0.5943
2014-01-13 2013-12-31 13F AT&T COM 00206R102 53,439 8,349 18.52 1,879 23.21 0.4998
2013-10-15 2013-09-30 13F AT&T COM 00206R102 45,090 8,422 22.97 1,525 17.49 0.4805
2013-07-19 2013-06-30 13F AT&T COM 00206R102 36,668 36,668 1,298 0.4874
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.