AT&T Inc.
MX ˙ BMV ˙ US00206R1023
SecurityMX:T / AT&T Inc.
InstitutionMerit Financial Group, LLC
Latest Disclosed Ownership546,942 shares
Latest Disclosed Value $ 15,855,835
Merit Financial Group, LLC reports 13.82% increase in ownership of T / AT&T Inc.

On April 15, 2026 - Merit Financial Group, LLC filed a 13F-HR form disclosing ownership of 546,942 shares of AT&T Inc. (MX:T) valued at $15,855,835 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 480,517 shares of AT&T Inc.. This represents a change in shares of 13.82% 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)
2026-04-15 2026-03-31 13F AT&T COM 00206R102 546,942 66,425 13.82 15,856 32.83 0.0912
2026-01-26 2025-12-31 13F AT&T COM 00206R102 480,517 2,882 0.60 11,936 -11.51 0.0957
2025-11-07 2025-09-30 13F/A-1 AT&T COM 00206R102 477,635 18,553 4.04 13,488 1.53 0.1239
2025-10-20 2025-09-30 13F AT&T COM 00206R102 477,633 18,551 13,488 0.1239
2025-07-22 2025-06-30 13F AT&T COM 00206R102 459,082 76,750 20.07 13,286 22.87 0.1481
2025-04-09 2025-03-31 13F AT&T COM 00206R102 382,332 82,401 27.47 10,812 58.32 0.1619
2025-01-15 2024-12-31 13F AT&T COM 00206R102 299,931 85,482 39.86 6,829 44.77 0.1227
2024-10-17 2024-09-30 13F AT&T COM 00206R102 214,449 -37,719 -14.96 4,718 -2.10 0.1055
2024-08-13 2024-06-30 13F AT&T COM 00206R102 252,168 42,614 20.34 4,819 36.49 0.1062
2024-05-06 2024-03-31 13F AT&T COM 00206R102 209,554 33,072 18.74 3,531 19.22 0.0841
2024-02-06 2023-12-31 13F AT&T COM 00206R102 176,482 -16,191 -8.40 2,961 2.35 0.0901
2023-11-07 2023-09-30 13F AT&T COM 00206R102 192,673 -12,798 -6.23 2,894 -11.72 0.0947
2023-08-01 2023-06-30 13F AT&T COM 00206R102 205,471 16,171 8.54 3,277 -10.07 0.1061
2023-04-24 2023-03-31 13F AT&T COM 00206R102 189,300 -20,855 -9.92 3,644 -5.79 0.1325
2023-01-13 2022-12-31 13F AT&T COM 00206R102 210,155 52,779 33.54 3,869 60.23 0.1400
2022-10-31 2022-09-30 13F AT&T COM 00206R102 157,376 -79,713 -33.62 2,414 -51.42 0.1048
2022-08-08 2022-06-30 13F AT&T COM 00206R102 237,089 118,693 100.25 4,969 77.59 0.1538
2022-05-13 2022-03-31 13F AT&T COM 00206R102 118,396 38,191 47.62 2,798 41.81 0.1687
2022-02-14 2021-12-31 13F AT&T COM 00206R102 80,205 -8,290 -9.37 1,973 -17.45 0.1935
2021-10-27 2021-09-30 13F AT&T COM 00206R102 88,495 -10,380 -10.50 2,390 -16.02 0.2501
2021-08-16 2021-06-30 13F AT&T COM 00206R102 98,875 -10,406 -9.52 2,846 -13.97 0.2675
2021-05-18 2021-03-31 13F AT&T COM 00206R102 109,281 14,944 15.84 3,308 21.93 0.3461
2021-02-12 2020-12-31 13F AT&T COM 00206R102 94,337 -23,698 -20.08 2,713 -19.38 0.2622
2020-11-10 2020-09-30 13F AT&T COM 00206R102 118,035 -9,334 -7.33 3,365 -12.60 0.3074
2020-08-13 2020-06-30 13F AT&T COM 00206R102 127,369 5,286 4.33 3,850 8.18 0.3831
2020-05-05 2020-03-31 13F AT&T COM 00206R102 122,083 6,288 5.43 3,559 -21.35 0.3977
2020-01-16 2019-12-31 13F AT&T COM 00206R102 115,795 24,115 26.30 4,525 30.44 0.4004
2019-11-25 2019-09-30 13F AT&T Common Stock 00206R102 91,680 10,238 12.57 3,469 27.12 0.3793
2019-08-13 2019-06-30 13F AT&T Common Stock 00206R102 81,442 9,587 13.34 2,729 21.13 0.3201
2019-05-16 2019-03-31 13F AT&T Common Stock 00206R102 71,855 -7,625 -9.59 2,253 -0.66 0.2748
2019-02-15 2018-12-31 13F AT&T Common Stock 00206R102 79,480 -13,241 -14.28 2,268 -27.14 0.3412
2018-10-25 2018-09-30 13F AT&T Common Stock 00206R102 92,721 58,108 167.88 3,113 180.20 0.4985
2018-08-07 2018-06-30 13F AT&T Common Stock 00206R102 34,613 -3,167 -8.38 1,111 -17.46 0.1991
2018-05-14 2018-03-31 13F AT&T Common Stock 00206R102 37,780 5,006 15.27 1,346 5.65 0.2645
2018-02-13 2017-12-31 13F AT&T Common Stock 00206R102 32,774 32,774 1,274 0.2712
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.