AT&T Inc.
MX ˙ BMV ˙ US00206R1023
SecurityMX:T / AT&T Inc.
InstitutionPaulson Wealth Management Inc.
Latest Disclosed Ownership12,322 shares
Latest Disclosed Value $ 357,205
Paulson Wealth Management Inc. reports 34.65% increase in ownership of T / AT&T Inc.

On May 8, 2026 - Paulson Wealth Management Inc. filed a 13F-HR form disclosing ownership of 12,322 shares of AT&T Inc. (MX:T) valued at $357,205 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 9,151 shares of AT&T Inc.. This represents a change in shares of 34.65% 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)
2026-05-08 2026-03-31 13F AT&T COM 00206R102 12,322 3,171 34.65 357 57.27 0.0837
2026-02-05 2025-12-31 13F AT&T COM 00206R102 9,151 -1,074 -10.50 227 -21.18 0.0525
2025-11-03 2025-09-30 13F AT&T COM 00206R102 10,225 -2,418 -19.13 289 -21.10 0.0683
2025-08-06 2025-06-30 13F AT&T COM 00206R102 12,643 809 6.84 366 9.28 0.0947
2025-05-12 2025-03-31 13F AT&T COM 00206R102 11,834 153 1.31 335 26.04 0.0942
2025-02-13 2024-12-31 13F AT&T COM 00206R102 11,681 -960 -7.59 266 -4.68 0.0726
2024-11-05 2024-09-30 13F AT&T COM 00206R102 12,641 424 3.47 278 19.31 0.0744
2024-07-25 2024-06-30 13F AT&T COM 00206R102 12,217 -220 -1.77 233 6.88 0.0681
2024-05-03 2024-03-31 13F AT&T COM 00206R102 12,437 277 2.28 219 6.86 0.0644
2024-02-13 2023-12-31 13F AT&T COM 00206R102 12,160 -3,362 -21.66 204 -12.45 0.0654
2023-11-01 2023-09-30 13F AT&T COM 00206R102 15,522 -882 -5.38 233 -10.73 0.0815
2023-08-01 2023-06-30 13F AT&T COM 00206R102 16,404 -189 -1.14 262 -18.18 0.0893
2023-05-09 2023-03-31 13F AT&T COM 00206R102 16,593 -101 -0.61 319 3.91 0.1420
2023-01-26 2022-12-31 13F AT&T COM 00206R102 16,694 421 2.59 307 22.80 0.1500
2022-11-03 2022-09-30 13F AT&T COM 00206R102 16,273 16,273 250 0.1346
2022-01-28 2021-12-31 13F AT&T COM 00206R102 0 -9,020 -100.00 0 -100.00
2021-10-22 2021-09-30 13F AT&T COM 00206R102 9,020 -6,632 -42.37 244 -45.78 0.1159
2021-07-26 2021-06-30 13F AT&T COM 00206R102 15,652 -1,312 -7.73 450 -10.89 0.2177
2021-04-30 2021-03-31 13F AT&T COM 00206R102 16,964 -1,317 -7.20 505 -3.99 0.2509
2021-02-05 2020-12-31 13F AT&T COM 00206R102 18,281 1,667 10.03 526 10.97 0.3064
2020-10-14 2020-09-30 13F AT&T COM 00206R102 16,614 76 0.46 474 -5.20 0.3061
2020-07-17 2020-06-30 13F AT&T COM 00206R102 16,538 283 1.74 500 2.25 0.3502
2020-04-29 2020-03-31 13F AT&T COM 00206R102 16,255 1,259 8.40 489 -15.10 0.3749
2020-01-21 2019-12-31 13F AT&T COM 00206R102 14,996 -92 -0.61 576 0.88 0.4069
2019-10-30 2019-09-30 13F AT&T COM 00206R102 15,088 619 4.28 571 23.06 0.4302
2019-07-30 2019-06-30 13F AT&T COM 00206R102 14,469 -180 -1.23 464 1.09 0.3458
2019-04-24 2019-03-31 13F AT&T COM 00206R102 14,649 684 4.90 459 7.49 0.3481
2019-01-23 2018-12-31 13F AT&T COM 00206R102 13,965 3,444 32.73 427 23.05 0.3524
2018-10-26 2018-09-30 13F AT&T COM 00206R102 10,521 2,555 32.07 347 35.55 0.3113
2018-08-01 2018-06-30 13F AT&T COM 00206R102 7,966 -313 -3.78 256 -13.22 0.2528
2018-05-02 2018-03-31 13F AT&T COM 00206R102 8,279 33 0.40 295 -8.10 0.2936
2018-02-28 2017-12-31 13F AT&T COM 00206R102 8,246 8,246 321 0.2818
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.