AT&T Inc.
MX ˙ BMV ˙ US00206R1023
SecurityMX:T / AT&T Inc.
InstitutionNorthwest Wealth Management, Llc
Latest Disclosed Ownership8,130 shares
Latest Disclosed Value $ 235,693
Northwest Wealth Management, Llc reports 6.49% decrease in ownership of T / AT&T Inc.

On April 14, 2026 - Northwest Wealth Management, Llc filed a 13F-HR form disclosing ownership of 8,130 shares of AT&T Inc. (MX:T) valued at $235,693 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 8,694 shares of AT&T Inc.. This represents a change in shares of -6.49% 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)
2026-04-14 2026-03-31 13F AT&T COM 00206R102 8,130 -564 -6.49 236 9.30 0.0354
2026-01-14 2025-12-31 13F AT&T COM 00206R102 8,694 -290 -3.23 216 -15.02 0.0340
2025-10-14 2025-09-30 13F AT&T COM 00206R102 8,984 -3 -0.03 254 -2.69 0.0418
2025-07-17 2025-06-30 13F AT&T COM 00206R102 8,987 1,780 24.70 260 28.08 0.0470
2025-04-25 2025-03-31 13F AT&T COM 00206R102 7,207 7,207 204 0.0406
2023-02-07 2022-12-31 13F AT&T COM 00206R102 0 -10,842 -100.00 0 -100.00
2022-10-27 2022-09-30 13F AT&T COM 00206R102 10,842 -4,035 -27.12 166 -46.79 0.0733
2022-07-26 2022-06-30 13F AT&T COM 00206R102 14,877 2,372 18.97 312 5.41 0.1353
2022-04-29 2022-03-31 13F AT&T COM 00206R102 12,505 1,119 9.83 296 5.71 0.1450
2022-01-24 2021-12-31 13F AT&T COM 00206R102 11,386 508 4.67 280 -4.76 0.1302
2021-10-20 2021-09-30 13F AT&T COM 00206R102 10,878 -1,891 -14.81 294 -20.11 0.1459
2021-08-02 2021-06-30 13F AT&T COM 00206R102 12,769 3,963 45.00 368 37.83 0.1948
2021-05-10 2021-03-31 13F AT&T COM 00206R102 8,806 123 1.42 267 6.80 0.1674
2021-01-28 2020-12-31 13F AT&T COM 00206R102 8,683 56 0.65 250 1.63 0.1726
2020-10-19 2020-09-30 13F AT&T COM 00206R102 8,627 -525 -5.74 246 -11.19 0.2041
2020-07-13 2020-06-30 13F AT&T COM 00206R102 9,152 702 8.31 277 12.60 0.2417
2020-04-29 2020-03-31 13F AT&T COM 00206R102 8,450 -1,035 -10.91 246 -33.69 0.2490
2020-01-14 2019-12-31 13F AT&T COM 00206R102 9,485 -3,777 -28.48 371 -26.10 0.3400
2019-10-28 2019-09-30 13F AT&T COM 00206R102 13,262 1,129 9.31 502 23.34 0.4121
2019-07-23 2019-06-30 13F AT&T COM 00206R102 12,133 -3,160 -20.66 407 -15.21 0.3283
2019-04-12 2019-03-31 13F AT&T COM 00206R102 15,293 33 0.22 480 10.09 0.3618
2019-01-23 2018-12-31 13F AT&T COM 00206R102 15,260 -83 -0.54 436 -15.34 0.3691
2018-10-11 2018-09-30 13F AT&T COM 00206R102 15,343 -1,436 -8.56 515 -4.45 0.3855
2018-07-10 2018-06-30 13F AT&T COM 00206R102 16,779 195 1.18 539 -8.80 0.4052
2018-04-13 2018-03-31 13F AT&T COM 00206R102 16,584 -6,127 -26.98 591 -33.07 0.4390
2018-01-31 2017-12-31 13F AT&T COM 00206R102 22,711 8,014 54.53 883 53.30 0.7193
2017-10-30 2017-09-30 13F AT&T COM 00206R102 14,697 -3,143 -17.62 576 -14.41 0.8058
2017-07-24 2017-06-30 13F AT&T COM 00206R102 17,840 2,317 14.93 673 4.34 0.6145
2017-05-02 2017-03-31 13F AT&T COM 00206R102 15,523 8 0.05 645 -2.27 0.5970
2017-02-10 2016-12-31 13F/A-1 AT&T COM 00206R102 15,515 15,515 660 0.6725
2017-02-09 2016-12-31 13F AT&T COM 00206R102 14,365 14,365 583 0.6191
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.