AT&T Inc.
MX ˙ BMV ˙ US00206R1023
SecurityMX:T / AT&T Inc.
InstitutionMBM Wealth Consultants, LLC
Latest Disclosed Ownership20,970 shares
Latest Disclosed Value $ 607,913
MBM Wealth Consultants, LLC reports 6.73% increase in ownership of T / AT&T Inc.

On April 20, 2026 - MBM Wealth Consultants, LLC filed a 13F-HR form disclosing ownership of 20,970 shares of AT&T Inc. (MX:T) valued at $607,913 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 19,648 shares of AT&T Inc.. This represents a change in shares of 6.73% 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)
2026-04-20 2026-03-31 13F AT&T COM 00206R102 20,970 1,322 6.73 608 24.39 0.1396
2026-01-26 2025-12-31 13F AT&T COM 00206R102 19,648 1,480 8.15 488 -4.87 0.1161
2025-10-31 2025-09-30 13F AT&T COM 00206R102 18,168 165 0.92 513 -1.54 0.1274
2025-08-13 2025-06-30 13F AT&T COM 00206R102 18,003 138 0.77 521 3.17 0.1395
2025-04-28 2025-03-31 13F AT&T COM 00206R102 17,865 1,545 9.47 505 35.75 0.1493
2025-01-17 2024-12-31 13F AT&T COM 00206R102 16,320 867 5.61 373 9.73 0.1109
2024-10-07 2024-09-30 13F AT&T COM 00206R102 15,453 -20 -0.13 340 16.90 0.1072
2024-07-30 2024-06-30 13F AT&T COM 00206R102 15,473 52 0.34 291 7.01 0.0993
2024-04-18 2024-03-31 13F AT&T COM 00206R102 15,421 -216 -1.38 271 0.74 0.0955
2024-01-30 2023-12-31 13F AT&T COM 00206R102 15,637 678 4.53 270 25.70 0.1007
2023-10-19 2023-09-30 13F AT&T COM 00206R102 14,959 1,218 8.86 215 3.38 0.0934
2023-07-24 2023-06-30 13F AT&T COM 00206R102 13,741 300 2.23 208 0.0890
2023-05-31 2023-03-31 13F AT&T COM 00206R102 13,441 0 0.00 0 0.1293
2023-02-15 2022-12-31 13F AT&T COM 00206R102 13,441 2,694 25.07 0 -100.00 0.1166
2022-10-24 2022-09-30 13F AT&T COM 00206R102 10,747 330 3.17 171 -21.56 0.0824
2022-08-15 2022-06-30 13F AT&T COM 00206R102 10,417 -1,327 -11.30 218 -21.58 0.1066
2022-05-16 2022-03-31 13F AT&T COM 00206R102 11,744 -9,456 -44.60 278 -46.74 0.1155
2022-02-15 2021-12-31 13F AT&T COM 00206R102 21,200 -16,888 -44.34 522 -49.37 0.2166
2021-11-16 2021-09-30 13F AT&T COM 00206R102 38,088 1,171 3.17 1,031 -2.92 0.4707
2021-08-13 2021-06-30 13F AT&T COM 00206R102 36,917 -4,579 -11.03 1,062 -15.51 0.4983
2021-05-10 2021-03-31 13F AT&T COM 00206R102 41,496 -670 -1.59 1,257 3.63 0.6384
2021-02-09 2020-12-31 13F AT&T COM 00206R102 42,166 -2,537 -5.68 1,213 -4.79 0.6605
2020-11-12 2020-09-30 13F AT&T COM 00206R102 44,703 7,378 19.77 1,274 12.94 0.8137
2020-08-07 2020-06-30 13F AT&T COM 00206R102 37,325 -12,934 -25.73 1,128 -23.00 0.7954
2020-05-13 2020-03-31 13F AT&T COM 00206R102 50,259 1,150 2.34 1,465 -23.70 1.2125
2020-02-11 2019-12-31 13F AT&T COM 00206R102 49,109 -44 -0.09 1,920 3.23 1.4232
2019-10-30 2019-09-30 13F AT&T COM 00206R102 49,153 -189 -0.38 1,860 11.71 1.4613
2019-07-30 2019-06-30 13F AT&T COM 00206R102 49,342 541 1.11 1,665 8.82 1.3839
2019-04-25 2019-03-31 13F AT&T COM 00206R102 48,801 -150 -0.31 1,530 9.52 1.3416
2019-02-13 2018-12-31 13F AT&T COM 00206R102 48,951 48,951 1,397 1.3622
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.