AT&T Inc.
MX ˙ BMV ˙ US00206R1023
SecurityMX:T / AT&T Inc.
InstitutionPinnacle Wealth Planning Services, Inc.
Latest Disclosed Ownership40,415 shares
Latest Disclosed Value $ 1,171,636
Pinnacle Wealth Planning Services, Inc. reports 12.14% decrease in ownership of T / AT&T Inc.

On May 11, 2026 - Pinnacle Wealth Planning Services, Inc. filed a 13F-HR form disclosing ownership of 40,415 shares of AT&T Inc. (MX:T) valued at $1,171,636 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 45,998 shares of AT&T Inc.. This represents a change in shares of -12.14% 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)
2026-05-11 2026-03-31 13F AT&T COM 00206R102 40,415 -5,583 -12.14 1,172 2.54 0.1210
2026-02-13 2025-12-31 13F AT&T COM 00206R102 45,998 -5,178 -10.12 1,143 -20.97 0.1193
2025-11-13 2025-09-30 13F AT&T COM 00206R102 51,176 2,123 4.33 1,445 1.83 0.1693
2025-08-11 2025-06-30 13F A T & T COM 00206R102 49,053 7,362 17.66 1,420 20.36 0.1867
2025-05-15 2025-03-31 13F A T & T COM 00206R102 41,691 4,703 12.71 1,179 40.02 0.1772
2025-02-27 2024-12-31 13F/A-1 A T & T COM 00206R102 36,988 -3,020 -7.55 842 -4.32 0.1266
2025-02-06 2024-12-31 13F A T & T COM 00206R102 36,988 -3,020 842 0.1176
2024-11-13 2024-09-30 13F AT&T INC COM Stock 00206R102 40,008 345 0.87 880 16.25 0.1195
2024-08-09 2024-06-30 13F AT&T INC COM Stock 00206R102 39,663 -418 -1.04 758 7.38 0.1083
2024-05-10 2024-03-31 13F AT&T INC COM Stock 00206R102 40,081 -7,186 -15.20 705 -11.10 0.1034
2024-02-08 2023-12-31 13F AT&T INC COM Stock 00206R102 47,267 8,712 22.60 793 36.96 0.1246
2023-11-08 2023-09-30 13F AT&T INC COM Stock 00206R102 38,555 3,633 10.40 579 4.14 0.0954
2023-08-07 2023-06-30 13F AT&T INC COM Stock 00206R102 34,922 -20,480 -36.97 557 -47.84 0.0900
2023-05-03 2023-03-31 13F AT&T INC COM Stock 00206R102 55,402 3,089 5.90 1,066 10.70 0.1772
2023-02-13 2022-12-31 13F AT&T INC COM Stock 00206R102 52,313 26,766 104.77 963 145.66 0.1711
2022-11-09 2022-09-30 13F AT&T INC COM Stock 00206R102 25,547 -19,179 -42.88 392 -58.16 0.0725
2022-08-03 2022-06-30 13F AT&T INC COM Stock 00206R102 44,726 -3,873 -7.97 937 -18.38 0.1683
2022-04-20 2022-03-31 13F AT&T INC COM Stock 00206R102 48,599 22,122 83.55 1,148 76.34 0.2092
2022-01-21 2021-12-31 13F AT&T INC COM Stock 00206R102 26,477 -1,471 -5.26 651 -13.77 0.1272
2021-10-29 2021-09-30 13F AT&T INC COM Stock 00206R102 27,948 -80,286 -74.18 755 -75.76 0.1669
2021-08-02 2021-06-30 13F AT&T INC COM Stock 00206R102 108,234 642 0.60 3,115 -4.36 0.7245
2021-04-29 2021-03-31 13F AT&T INC COM Stock 00206R102 107,592 8,723 8.82 3,257 14.56 0.8353
2021-02-12 2020-12-31 13F AT&T INC COM Stock 00206R102 98,869 65,340 194.88 2,843 197.38 0.6792
2020-11-03 2020-09-30 13F AT&T INC COM Stock 00206R102 33,529 -792 -2.31 956 -7.90 0.3157
2020-07-27 2020-06-30 13F AT&T INC COM Stock 00206R102 34,321 -3,741 -9.83 1,038 -6.32 0.3371
2020-05-11 2020-03-31 13F AT&T INC COM Stock 00206R102 38,062 5,535 17.02 1,108 -12.82 0.5262
2020-02-07 2019-12-31 13F AT&T INC COM Stock 00206R102 32,527 942 2.98 1,271 6.36 0.5978
2019-10-31 2019-09-30 13F AT&T INC COM Stock 00206R102 31,585 8,977 39.71 1,195 57.86 0.6506
2019-08-06 2019-06-30 13F AT&T INC COM Stock 00206R102 22,608 1,389 6.55 757 13.66 0.4568
2019-05-08 2019-03-31 13F AT&T INC COM Stock 00206R102 21,219 2,460 13.11 666 24.49 0.4470
2019-03-01 2018-12-31 13F AT&T INC COM Stock 00206R102 18,759 -10,387 -35.64 535 -45.35 0.3423
2019-02-28 2018-09-30 13F AT&T INC COM Stock 00206R102 29,146 508 1.77 979 6.41 0.8952
2019-02-28 2018-06-30 13F AT&T INC COM Stock 00206R102 28,638 630 2.25 920 -7.82 0.8936
2019-02-28 2018-03-31 13F AT&T INC COM Stock 00206R102 28,008 7,714 38.01 998 26.49 1.0265
2018-02-12 2017-12-31 13F AT&T INC COM Stock 00206R102 20,294 20,294 789 1.6073
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.