AT&T Inc.
MX ˙ BMV ˙ US00206R1023
SecurityMX:T / AT&T Inc.
InstitutionModera Wealth Management, LLC
Latest Disclosed Ownership53,322 shares
Latest Disclosed Value $ 1,545,792
Modera Wealth Management, LLC reports 7.58% decrease in ownership of T / AT&T Inc.

On May 6, 2026 - Modera Wealth Management, LLC filed a 13F-HR form disclosing ownership of 53,322 shares of AT&T Inc. (MX:T) valued at $1,545,792 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 57,696 shares of AT&T Inc.. This represents a change in shares of -7.58% 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)
2026-05-06 2026-03-31 13F AT&T COM 00206R102 53,322 -4,374 -7.58 1,546 7.82 0.0185
2026-01-21 2025-12-31 13F AT&T COM 00206R102 57,696 -2,687 -4.45 1,433 -15.95 0.0166
2025-10-31 2025-09-30 13F AT&T COM 00206R102 60,383 4,793 8.62 1,705 6.03 0.0198
2025-08-06 2025-06-30 13F AT&T COM 00206R102 55,590 140 0.25 1,609 2.55 0.0199
2025-05-08 2025-03-31 13F AT&T COM 00206R102 55,450 1,368 2.53 1,568 27.38 0.0212
2025-02-06 2024-12-31 13F AT&T COM 00206R102 54,082 -2,793 -4.91 1,231 -1.60 0.0149
2024-10-24 2024-09-30 13F AT&T COM 00206R102 56,875 10,654 23.05 1,251 41.68 0.0159
2024-07-29 2024-06-30 13F AT&T COM 00206R102 46,221 1,180 2.62 883 11.49 0.0130
2024-05-14 2024-03-31 13F AT&T COM 00206R102 45,041 2,419 5.68 793 10.77 0.0121
2024-02-14 2023-12-31 13F AT&T COM 00206R102 42,622 -659 -1.52 715 10.00 0.0118
2023-11-30 2023-09-30 13F/A-1 AT&T COM 00206R102 43,281 -5,630 -11.51 650 -16.67 0.0123
2023-11-01 2023-09-30 13F AT&T COM 00206R102 43,281 -5,630 650 0.0123
2023-08-07 2023-06-30 13F AT&T COM 00206R102 48,911 19,945 68.86 780 40.04 0.0142
2023-05-05 2023-03-31 13F AT&T COM 00206R102 28,966 562 1.98 558 6.70 0.0216
2023-02-07 2022-12-31 13F AT&T COM 00206R102 28,404 1,329 4.91 523 25.78 0.0213
2022-11-01 2022-09-30 13F AT&T COM 00206R102 27,075 -3,742 -12.14 415 -35.76 0.0210
2022-07-27 2022-06-30 13F AT&T COM 00206R102 30,817 -4,255 -12.13 646 -22.07 0.0308
2022-05-03 2022-03-31 13F AT&T COM 00206R102 35,072 -57,833 -62.25 829 -63.72 0.0367
2022-02-04 2021-12-31 13F AT&T COM 00206R102 92,905 67,490 265.55 2,285 233.09 0.0872
2021-11-04 2021-09-30 13F AT&T COM 00206R102 25,415 -383 -1.48 686 -7.55 0.0352
2021-08-02 2021-06-30 13F AT&T COM 00206R102 25,798 645 2.56 742 -2.50 0.0400
2021-04-29 2021-03-31 13F AT&T COM 00206R102 25,153 -10,110 -28.67 761 -24.95 0.0495
2021-02-11 2020-12-31 13F AT&T COM 00206R102 35,263 -1,430 -3.90 1,014 -3.06 0.0804
2020-11-12 2020-09-30 13F AT&T COM 00206R102 36,693 -2,205 -5.67 1,046 -11.05 0.1551
2020-08-12 2020-06-30 13F AT&T COM 00206R102 38,898 -1,496 -3.70 1,176 -0.08 0.1877
2020-05-12 2020-03-31 13F AT&T COM 00206R102 40,394 717 1.81 1,177 -24.11 0.2468
2020-02-05 2019-12-31 13F AT&T COM 00206R102 39,677 4,974 14.33 1,551 18.13 0.2424
2019-11-12 2019-09-30 13F AT&T COM 00206R102 34,703 1,120 3.34 1,313 16.71 0.2182
2019-08-07 2019-06-30 13F AT&T COM 00206R102 33,583 -5,953 -15.06 1,125 -9.27 0.2054
2019-05-13 2019-03-31 13F AT&T COM 00206R102 39,536 6,618 20.10 1,240 32.06 0.2322
2019-02-14 2018-12-31 13F AT&T COM 00206R102 32,918 -6,934 -17.40 939 -29.82 0.1850
2018-11-09 2018-09-30 13F AT&T COM 00206R102 39,852 -2,050 -4.89 1,338 -0.52 0.2709
2018-08-09 2018-06-30 13F AT&T COM 00206R102 41,902 2,288 5.78 1,345 -4.75 0.2835
2018-05-10 2018-03-31 13F AT&T COM 00206R102 39,614 3,574 9.92 1,412 0.79 0.2929
2018-02-05 2017-12-31 13F AT&T COM 00206R102 36,040 -261 -0.72 1,401 -1.48 0.3020
2017-11-14 2017-09-30 13F AT&T COM 00206R102 36,301 -4,609 -11.27 1,422 -7.90 0.3204
2017-08-10 2017-06-30 13F AT&T COM 00206R102 40,910 -232 -0.56 1,544 -9.65 0.3750
2017-05-11 2017-03-31 13F AT&T COM 00206R102 41,142 -1,352 -3.18 1,709 -5.42 0.4281
2017-02-10 2016-12-31 13F AT&T COM 00206R102 42,494 1,164 2.82 1,807 7.69 0.6101
2017-02-10 2016-09-30 13F/A-1 AT&T COM 00206R102 41,330 -80 -0.19 1,678 -6.20 0.5626
2016-11-10 2016-09-30 13F AT&T COM 00206R102 41,330 1,678
2016-08-09 2016-06-30 13F AT&T COM 00206R102 41,410 -8,711 -17.38 1,789 -8.86 0.6254
2016-05-16 2016-03-31 13F AT&T COM 00206R102 50,121 -1,170 -2.28 1,963 11.22 0.6858
2016-02-16 2015-12-31 13F AT&T COM 00206R102 51,291 16,429 47.13 1,765 55.37 0.6974
2015-11-12 2015-09-30 13F AT&T COM 00206R102 34,862 584 1.70 1,136 -6.73 0.4734
2015-12-15 2015-06-30 13F/A-1 AT&T COM 00206R102 34,278 -1,148 -3.24 1,218 5.36 0.4801
2015-08-10 2015-06-30 13F AT&T COM 00206R102 34,278 1,218
2015-05-13 2015-03-31 13F AT&T COM 00206R102 35,426 -2,967 -7.73 1,156 -10.39 0.4508
2015-02-11 2014-12-31 13F AT&T COM 00206R102 38,393 -6,353 -14.20 1,290 -18.20 0.5005
2014-11-12 2014-09-30 13F AT&T COM 00206R102 44,746 1,893 4.42 1,577 4.09 0.6675
2014-08-08 2014-06-30 13F AT&T COM 00206R102 42,853 -2,153 -4.78 1,515 -3.99 0.6880
2014-05-15 2014-03-31 13F/A-1 AT&T COM 00206R102 45,006 2,745 6.50 1,578 6.19 0.6261
2014-05-09 2014-03-31 13F AT&T COM 00206R102 45,006 1,578
2014-01-23 2013-12-31 13F AT&T COM 00206R102 42,261 6,359 17.71 1,486 22.41 0.5646
2013-11-08 2013-09-30 13F AT&T COM 00206R102 35,902 6,397 21.68 1,214 16.28 0.5823
2013-08-14 2013-06-30 13F AT&T COM 00206R102 29,505 29,505 1,044 0.5364
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.