AT&T Inc.
MX ˙ BMV ˙ US00206R1023
SecurityMX:T / AT&T Inc.
InstitutionLVW Advisors, LLC
Latest Disclosed Ownership12,403 shares
Latest Disclosed Value $ 359,563
LVW Advisors, LLC ownership in T / AT&T Inc.

On April 20, 2026 - LVW Advisors, LLC filed a 13F-HR form disclosing ownership of 12,403 shares of AT&T Inc. (MX:T) valued at $359,563 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 25, 2022 disclosing 0 shares of AT&T Inc..

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)
2026-04-20 2026-03-31 13F AT&T COM 00206R102 12,403 12,403 360 0.0343
2022-01-25 2021-12-31 13F AT&T COM 00206R102 0 -109,630 -100.00 0 -100.00
2021-11-02 2021-09-30 13F AT&T COM 00206R102 109,630 -5,056 -4.41 2,961 -10.30 0.5100
2021-07-15 2021-06-30 13F AT&T COM 00206R102 114,686 1,861 1.65 3,301 -3.34 0.5859
2021-04-19 2021-03-31 13F AT&T COM 00206R102 112,825 3,502 3.20 3,415 8.62 0.6559
2021-02-04 2020-12-31 13F AT&T COM 00206R102 109,323 13,926 14.60 3,144 15.59 0.6306
2020-10-29 2020-09-30 13F AT&T COM 00206R102 95,397 82,459 637.34 2,720 595.65 0.5995
2020-08-11 2020-06-30 13F AT&T COM 00206R102 12,938 -3,195 -19.80 391 -16.81 0.0944
2020-04-23 2020-03-31 13F AT&T COM 00206R102 16,133 6,701 71.05 470 27.37 0.1251
2020-02-10 2019-12-31 13F AT&T COM 00206R102 9,432 -7,169 -43.18 369 -41.24 0.0835
2019-10-22 2019-09-30 13F AT&T COM 00206R102 16,601 3,580 27.49 628 44.04 0.1556
2019-08-14 2019-06-30 13F AT&T COM 00206R102 13,021 2,473 23.45 436 31.72 0.1205
2019-05-03 2019-03-31 13F AT&T COM 00206R102 10,548 -180 -1.68 331 8.17 0.0882
2019-02-05 2018-12-31 13F AT&T COM 00206R102 10,728 35 0.33 306 -14.76 0.1033
2018-11-02 2018-09-30 13F AT&T COM 00206R102 10,693 -687 -6.04 359 -1.64 0.1008
2018-07-31 2018-06-30 13F AT&T COM 00206R102 11,380 -31,294 -73.33 365 -76.00 0.1157
2018-04-20 2018-03-31 13F AT&T COM 00206R102 42,674 -819 -1.88 1,521 -10.05 0.4721
2018-02-12 2017-12-31 13F AT&T COM 00206R102 43,493 -1,677 -3.71 1,691 -4.41 0.4939
2017-11-09 2017-09-30 13F AT&T COM 00206R102 45,170 -32,133 -41.57 1,769 -39.36 0.7025
2017-08-10 2017-06-30 13F AT&T COM 00206R102 77,303 -541 -0.69 2,917 -9.80 1.0263
2017-05-11 2017-03-31 13F AT&T COM 00206R102 77,844 -8,927 -10.29 3,234 -12.36 1.1590
2017-02-10 2016-12-31 13F AT&T COM 00206R102 86,771 650 0.75 3,690 5.52 1.2896
2016-11-14 2016-09-30 13F AT&T COM 00206R102 86,121 4,347 5.32 3,497 -1.02 1.1462
2016-08-11 2016-06-30 13F AT&T COM 00206R102 81,774 -19,441 -19.21 3,533 -10.90 1.3265
2016-05-11 2016-03-31 13F AT&T COM 00206R102 101,215 2,506 2.54 3,965 16.72 1.2669
2016-02-16 2015-12-31 13F AT&T COM 00206R102 98,709 1,510 1.55 3,397 7.26 1.3301
2016-02-16 2015-09-30 13F/A-1 AT&T COM 00206R102 97,199 1,770 1.85 3,167 -6.58 1.4607
2015-11-13 2015-09-30 13F AT&T COM 00206R102 97,199 3,167
2015-08-13 2015-06-30 13F AT&T COM 00206R102 95,429 -13,382 -12.30 3,390 -4.59 1.4427
2015-05-13 2015-03-31 13F AT&T COM 00206R102 108,811 2,235 2.10 3,553 -0.75 1.6917
2015-02-17 2014-12-31 13F AT&T COM 00206R102 106,576 106,576 3,580 1.9727
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.