AT&T Inc.
MX ˙ BMV ˙ US00206R1023
SecurityMX:T / AT&T Inc.
InstitutionKeystone Financial Planning, Inc.
Latest Disclosed Ownership66,109 shares
Latest Disclosed Value $ 1,916,514
Keystone Financial Planning, Inc. reports 4.09% increase in ownership of T / AT&T Inc.

On April 9, 2026 - Keystone Financial Planning, Inc. filed a 13F-HR form disclosing ownership of 66,109 shares of AT&T Inc. (MX:T) valued at $1,916,514 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 63,513 shares of AT&T Inc.. This represents a change in shares of 4.09% 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)
2026-04-09 2026-03-31 13F AT&T COM 00206R102 66,109 2,596 4.09 1,917 21.50 0.5119
2026-01-07 2025-12-31 13F AT&T COM 00206R102 63,513 -301 -0.47 1,578 -12.49 0.4576
2025-10-08 2025-09-30 13F AT&T COM 00206R102 63,814 -10,954 -14.65 1,802 -16.69 0.5237
2025-07-31 2025-06-30 13F AT&T COM 00206R102 74,768 -200,796 -72.87 2,164 -72.24 0.6541
2025-04-09 2025-03-31 13F AT&T COM 00206R102 275,564 -48 -0.02 7,793 24.18 2.3218
2025-01-13 2024-12-31 13F AT&T COM 00206R102 275,612 -781 -0.28 6,276 3.21 1.9466
2024-10-28 2024-09-30 13F AT&T COM 00206R102 276,393 27 0.01 6,081 15.13 1.8402
2024-07-10 2024-06-30 13F AT&T COM 00206R102 276,366 -3,423 -1.22 5,281 7.25 1.7477
2024-04-10 2024-03-31 13F AT&T COM 00206R102 279,789 -5,516 -1.93 4,924 2.86 1.5970
2024-01-12 2023-12-31 13F AT&T COM 00206R102 285,305 1,600 0.56 4,787 12.34 1.5817
2023-10-10 2023-09-30 13F AT&T COM 00206R102 283,705 -4,800 -1.66 4,261 -7.39 1.4887
2023-07-11 2023-06-30 13F AT&T COM 00206R102 288,505 4,534 1.60 4,602 -15.83 1.5406
2023-04-21 2023-03-31 13F AT&T COM 00206R102 283,971 -746 -0.26 5,466 4.29 1.8597
2023-01-30 2022-12-31 13F AT&T COM 00206R102 284,717 -2,648 -0.92 5,242 18.90 1.7666
2022-10-12 2022-09-30 13F AT&T COM 00206R102 287,365 1,856 0.65 4,408 -26.34 1.6943
2022-07-19 2022-06-30 13F AT&T COM 00206R102 285,509 -1,955 -0.68 5,984 -11.91 2.1029
2022-04-28 2022-03-31 13F AT&T COM 00206R102 287,464 -2,851 -0.98 6,793 -4.89 2.2731
2022-02-09 2021-12-31 13F AT&T COM 00206R102 290,315 -9,908 -3.30 7,142 -11.93 2.4327
2021-10-15 2021-09-30 13F AT&T COM 00206R102 300,223 2,742 0.92 8,109 -5.29 2.9479
2021-08-13 2021-06-30 13F AT&T COM 00206R102 297,481 5,250 1.80 8,562 -3.21 3.1014
2021-05-07 2021-03-31 13F AT&T COM 00206R102 292,231 9,530 3.37 8,846 8.81 3.2975
2021-02-04 2020-12-31 13F AT&T COM 00206R102 282,701 20,961 8.01 8,130 8.95 3.3730
2020-11-05 2020-09-30 13F AT&T COM 00206R102 261,740 9,646 3.83 7,462 -2.09 3.6052
2020-07-27 2020-06-30 13F AT&T COM 00206R102 252,094 11,382 4.73 7,621 8.61 3.7587
2020-05-05 2020-03-31 13F AT&T COM 00206R102 240,712 5,468 2.32 7,017 -23.67 4.0163
2020-02-06 2019-12-31 13F AT&T COM 00206R102 235,244 4,777 2.07 9,193 5.41 4.1025
2019-10-08 2019-09-30 13F AT&T COM 00206R102 230,467 -317 -0.14 8,721 12.76 4.1630
2019-08-05 2019-06-30 13F AT&T COM 00206R102 230,784 3,183 1.40 7,734 8.35 3.7839
2019-05-15 2019-03-31 13F AT&T COM 00206R102 227,601 8,963 4.10 7,138 14.39 3.5222
2019-02-05 2018-12-31 13F AT&T COM 00206R102 218,638 9,995 4.79 6,240 -10.93 3.4863
2018-11-02 2018-09-30 13F AT&T COM 00206R102 208,643 8,199 4.09 7,006 8.86 3.5788
2018-08-06 2018-06-30 13F AT&T COM 00206R102 200,444 3,592 1.82 6,436 -8.29 3.5447
2018-05-01 2018-03-31 13F AT&T COM 00206R102 196,852 4,712 2.45 7,018 -6.05 3.9115
2018-02-07 2017-12-31 13F AT&T COM 00206R102 192,140 18,844 10.87 7,470 10.05 3.9845
2017-11-08 2017-09-30 13F AT&T COM 00206R102 173,296 9,586 5.86 6,788 9.89 3.8493
2017-08-02 2017-06-30 13F AT&T COM 00206R102 163,710 3,156 1.97 6,177 -7.41 3.7408
2017-05-08 2017-03-31 13F AT&T COM 00206R102 160,554 654 0.41 6,671 -1.91 4.1456
2017-02-08 2016-12-31 13F AT&T COM 00206R102 159,900 1,647 1.04 6,801 5.82 4.4440
2016-10-12 2016-09-30 13F AT&T COM 00206R102 158,253 1,085 0.69 6,427 -5.36 4.2223
2016-07-21 2016-06-30 13F AT&T COM 00206R102 157,168 3,649 2.38 6,791 12.94 4.5986
2016-04-05 2016-03-31 13F AT&T COM 00206R102 153,519 1,156 0.76 6,013 14.69 4.3042
2016-02-08 2015-12-31 13F AT&T COM 00206R102 152,363 -194 -0.13 5,243 5.49 3.9706
2015-10-22 2015-09-30 13F AT&T COM 00206R102 152,557 -343 -0.22 4,970 -8.49 4.0167
2015-08-11 2015-06-30 13F AT&T COM 00206R102 152,900 -826 -0.54 5,431 8.21 4.1577
2015-04-23 2015-03-31 13F AT&T COM 00206R102 153,726 153,726 0.00 5,019 3.8160
2015-01-27 2014-12-31 13F AT&T COM 00206R102 0 -137,420 -100.00 0 -100.00
2014-10-20 2014-09-30 13F AT&T COM 00206R102 137,420 625 0.46 4,843 0.12 3.6549
2014-08-11 2014-06-30 13F AT&T COM 00206R102 136,795 59 0.04 4,837 0.88 3.6430
2014-04-14 2014-03-31 13F AT&T COM 00206R102 136,736 17,127 14.32 4,795 14.03 3.7121
2014-02-04 2013-12-31 13F AT&T COM 00206R102 119,609 119,609 4,205 3.3632
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.