AT&T Inc.
MX ˙ BMV ˙ US00206R1023
SecurityMX:T / AT&T Inc.
InstitutionModern Wealth Management, LLC
Latest Disclosed Ownership91,934 shares
Latest Disclosed Value $ 2,602,675
Modern Wealth Management, LLC reports 3.30% increase in ownership of T / AT&T Inc.

On May 14, 2026 - Modern Wealth Management, LLC filed a 13F-HR form disclosing ownership of 91,934 shares of AT&T Inc. (MX:T) valued at $2,602,675 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 88,999 shares of AT&T Inc.. This represents a change in shares of 3.30% 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)
2026-05-14 2026-03-31 13F AT&T COM 00206R102 91,934 2,935 3.30 2,603 17.74 0.0446
2026-02-17 2025-12-31 13F AT&T COM 00206R102 88,999 -5,788 -6.11 2,211 -17.41 0.0403
2025-11-12 2025-09-30 13F AT&T COM 00206R102 94,787 -5,071 -5.08 2,677 -7.37 0.0530
2025-11-12 2025-06-30 13F/A-1 AT&T COM 00206R102 99,858 16,175 19.33 2,890 22.10 0.0711
2025-08-14 2025-06-30 13F AT&T COM 00206R102 88,043 4,360 2,548 0.0636
2025-06-02 2025-03-31 13F/A-1 AT&T COM 00206R102 83,683 9,316 12.53 2,367 39.75 0.0757
2025-05-15 2025-03-31 13F AT&T COM 00206R102 82,980 8,613 2,347 0.0725
2025-05-30 2024-12-31 13F/A-3 AT&T COM 00206R102 74,367 7,846 11.79 1,693 15.72 0.0633
2025-05-30 2024-12-31 13F/A-1 AT&T COM 00206R102 69,009 2,488 1,571 0.0626
2025-02-11 2024-12-31 13F AT&T COM 00206R102 73,504 12,340 1,827 0.0639
2025-05-30 2024-09-30 13F/A-3 AT&T COM 00206R102 66,521 9,059 15.77 1,463 33.24 0.0897
2025-05-29 2024-09-30 13F/A-1 AT&T COM 00206R102 61,164 3,702 1,346 0.0835
2024-11-05 2024-09-30 13F AT&T COM 00206R102 66,710 9,248 1,468 0.0892
2025-05-29 2024-06-30 13F/A-1 AT&T COM 00206R102 57,462 21,427 59.46 1,098 73.19 0.0842
2024-08-08 2024-06-30 13F AT&T COM 00206R102 57,711 21,676 1,103 0.0806
2025-05-29 2024-03-31 13F/A-1 AT&T COM 00206R102 36,035 6,886 23.62 634 29.65 0.0596
2024-05-13 2024-03-31 13F AT&T COM 00206R102 34,121 4,972 586 0.0527
2025-05-28 2023-12-31 13F/A-1 AT&T COM 00206R102 29,149 29,149 489 0.0619
2024-02-14 2023-12-31 13F AT&T COM 00206R102 28,457 28,457 478 0.0639
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.