AT&T Inc.
MX ˙ BMV ˙ US00206R1023
SecurityMX:T / AT&T Inc.
InstitutionLegacy Advisors, LLC
Latest Disclosed Ownership10,056 shares
Latest Disclosed Value $ 291,523
Legacy Advisors, LLC reports 0.21% increase in ownership of T / AT&T Inc.

On May 5, 2026 - Legacy Advisors, LLC filed a 13F-HR form disclosing ownership of 10,056 shares of AT&T Inc. (MX:T) valued at $291,523 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 10,035 shares of AT&T Inc.. This represents a change in shares of 0.21% 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)
2026-05-05 2026-03-31 13F AT&T COM 00206R102 10,056 21 0.21 292 16.87 0.0344
2026-01-27 2025-12-31 13F AT&T COM 00206R102 10,035 10,035 249 0.0268
2025-08-07 2025-06-30 13F AT&T COM 00206R102 0 -88,303 -100.00 0 -100.00
2025-04-23 2025-03-31 13F AT&T COM 00206R102 88,303 1,948 2.26 2,497 27.01 0.2570
2025-02-14 2024-12-31 13F AT&T COM 00206R102 86,355 15,842 22.47 1,966 26.76 0.1908
2024-11-13 2024-09-30 13F AT&T COM 00206R102 70,513 46,435 192.85 1,551 237.17 0.1680
2024-07-30 2024-06-30 13F AT&T COM 00206R102 24,078 1,670 7.45 460 16.75 0.0559
2024-04-30 2024-03-31 13F AT&T COM 00206R102 22,408 1,534 7.35 394 12.57 0.0498
2024-02-12 2023-12-31 13F AT&T COM 00206R102 20,874 -7,185 -25.61 350 -16.86 0.0451
2023-11-14 2023-09-30 13F AT&T COM 00206R102 28,059 28,059 421 0.0679
2023-07-20 2023-06-30 13F AT&T COM 00206R102 0 -12,309 -100.00 0 -100.00
2023-05-01 2023-03-31 13F AT&T COM 00206R102 12,309 962 8.48 237 13.46 0.0437
2023-02-01 2022-12-31 13F AT&T Common Stock 00206R102 11,347 11,347 209 0.0382
2022-11-09 2022-09-30 13F AT&T COM 00206R102 0 -13,668 -100.00 0 -100.00
2022-07-25 2022-06-30 13F AT&T COM 00206R102 13,668 4,121 43.17 286 26.55 0.0601
2022-05-11 2022-03-31 13F AT&T COM 00206R102 9,547 9,547 226 0.0439
2021-07-13 2021-06-30 13F AT&T COM 00206R102 0 -6,905 -100.00 0 -100.00
2021-04-12 2021-03-31 13F AT&T COM 00206R102 6,905 6,905 209 0.0923
2021-01-15 2020-12-31 13F AT&T COM 00206R102 0 -9,528 -100.00 0 -100.00
2020-10-08 2020-09-30 13F AT&T COM 00206R102 9,528 1,319 16.07 272 9.68 0.1796
2020-07-09 2020-06-30 13F AT&T COM 00206R102 8,209 0 0.00 248 3.77 0.1969
2020-04-15 2020-03-31 13F AT&T COM 00206R102 8,209 -135 -1.62 239 -26.69 0.2392
2020-01-21 2019-12-31 13F AT&T COM 00206R102 8,344 -610 -6.81 326 -3.83 0.2069
2019-10-10 2019-09-30 13F AT&T INC COM COM 00206R102 8,954 745 9.08 339 23.27 0.2536
2019-07-15 2019-06-30 13F AT&T INC COM COM 00206R102 8,209 -1,100 -11.82 275 -5.82 0.1859
2019-04-12 2019-03-31 13F/A-1 AT&T INC COM COM 00206R102 9,309 -11,978 -56.27 292 -51.97 0.1979
2019-04-08 2019-03-31 13F AT&T INC COM COM 00206R102 9,309 -11,978 292
2019-01-14 2018-12-31 13F AT&T INC COM COM 00206R102 21,287 363 1.73 608 -13.51 0.4612
2018-10-18 2018-09-30 13F AT&T INC COM COM 00206R102 20,924 763 3.78 703 8.66 0.3462
2018-07-19 2018-06-30 13F AT&T INC COM COM 00206R102 20,161 15,488 331.44 647 294.51 0.4833
2018-04-17 2018-03-31 13F AT&T INC COM COM 00206R102 4,673 -420 -8.25 164 -17.17 0.1211
2018-01-26 2017-12-31 13F AT&T INC COM COM 00206R102 5,093 102 2.04 198 1.54 0.1930
2017-11-03 2017-09-30 13F/A-1 AT&T COM 00206R102 4,991 598 13.61 195 18.18 0.2172
2017-11-01 2017-09-30 13F AT&T COM 00206R102 4,393 0 165
2017-11-01 2017-06-30 13F AT&T COM 00206R102 4,393 0 0.00 165 -9.34 0.2106
2017-11-02 2017-03-31 13F AT&T COM 00206R102 4,393 0 0.00 182 -2.15 0.2459
2017-11-03 2016-12-31 13F AT&T COM 00206R102 4,393 4,393 186 0.2541
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.