AT&T Inc.
MX ˙ BMV ˙ US00206R1023
SecurityMX:T / AT&T Inc.
InstitutionOutlook Wealth Advisors, LLC
Latest Disclosed Ownership27,795 shares
Latest Disclosed Value $ 805,771
Outlook Wealth Advisors, LLC reports 2.70% decrease in ownership of T / AT&T Inc.

On April 17, 2026 - Outlook Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 27,795 shares of AT&T Inc. (MX:T) valued at $805,771 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 28,567 shares of AT&T Inc.. This represents a change in shares of -2.70% 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)
2026-04-17 2026-03-31 13F AT&T COM 00206R102 27,795 -772 -2.70 806 13.54 0.1950
2026-02-11 2025-12-31 13F AT&T COM 00206R102 28,567 8,643 43.38 710 26.16 0.1605
2025-10-30 2025-09-30 13F AT&T COM 00206R102 19,924 19,924 563 0.1402
2021-07-21 2021-06-30 13F AT&T Inc Com COM 00206R102 0 -5,261 -100.00 0 -100.00
2021-05-04 2021-03-31 13F AT&T Inc Com COM 00206R102 5,261 -9,055 -63.25 159 -61.41 0.0553
2021-02-04 2020-12-31 13F AT&T Inc Com COMMON STOCK 00206R102 14,316 -966 -6.32 412 -5.50 0.1500
2020-11-10 2020-09-30 13F AT&T Inc Com COM 00206R102 15,282 700 4.80 436 -1.13 0.1733
2020-07-17 2020-06-30 13F AT&T Inc Com COM 00206R102 14,582 -2,465 -14.46 441 -11.27 0.1869
2020-04-16 2020-03-31 13F AT&T Inc Com COM 00206R102 17,047 -2,364 -12.18 497 -34.69 0.2806
2020-02-12 2019-12-31 13F AT&T Inc Com COM 00206R102 19,411 -15,443 -44.31 761 -42.30 0.4288
2019-10-17 2019-09-30 13F AT&T Inc Com COM 00206R102 34,854 -2,998 -7.92 1,319 4.02 0.7857
2019-08-15 2019-06-30 13F AT&T Inc Com COM 00206R102 37,852 1,958 5.45 1,268 12.61 0.8360
2019-05-06 2019-03-31 13F AT&T Inc Com COM 00206R102 35,894 29,447 456.76 1,126 -38.80 0.9276
2019-02-13 2018-12-31 13F AT&T Inc Com COM 00206R102 6,447 6,447 1,840 0.8387
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.