AT&T Inc.
MX ˙ BMV ˙ US00206R1023
SecurityMX:T / AT&T Inc.
InstitutionAvidian Wealth Solutions, LLC
Latest Disclosed Ownership78,497 shares
Latest Disclosed Value $ 2,275,633
Avidian Wealth Solutions, LLC reports 5.58% increase in ownership of T / AT&T Inc.

On May 7, 2026 - Avidian Wealth Solutions, LLC filed a 13F-HR form disclosing ownership of 78,497 shares of AT&T Inc. (MX:T) valued at $2,275,633 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 74,348 shares of AT&T Inc.. This represents a change in shares of 5.58% 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)
2026-05-07 2026-03-31 13F AT&T COM 00206R102 78,497 4,149 5.58 2,276 23.24 0.0720
2026-02-02 2025-12-31 13F AT&T COM 00206R102 74,348 754 1.02 1,847 -11.16 0.0672
2025-10-30 2025-09-30 13F AT&T COM 00206R102 73,594 4,721 6.85 2,078 4.26 0.0783
2025-07-30 2025-06-30 13F AT&T COM 00206R102 68,873 2,967 4.50 1,993 6.98 0.0810
2025-04-25 2025-03-31 13F AT&T COM 00206R102 65,906 8,882 15.58 1,864 43.53 0.0830
2025-01-29 2024-12-31 13F AT&T COM 00206R102 57,024 -861 -1.49 1,298 1.96 0.0583
2024-10-30 2024-09-30 13F AT&T COM 00206R102 57,885 -2,155 -3.59 1,273 10.99 0.0578
2024-08-06 2024-06-30 13F AT&T COM 00206R102 60,040 3,153 5.54 1,147 14.59 0.0476
2024-05-03 2024-03-31 13F AT&T COM 00206R102 56,887 3,883 7.33 1,001 12.60 0.0486
2024-02-06 2023-12-31 13F AT&T COM 00206R102 53,004 -1,083 -2.00 889 9.48 0.0547
2023-10-13 2023-09-30 13F AT&T COM 00206R102 54,087 -2,278 -4.04 812 -9.68 0.0572
2023-08-03 2023-06-30 13F AT&T COM 00206R102 56,365 -6,040 -9.68 899 -25.15 0.0589
2023-05-08 2023-03-31 13F AT&T COM 00206R102 62,405 21,161 51.31 1,201 58.23 0.0659
2023-02-06 2022-12-31 13F AT&T COM 00206R102 41,244 4,567 12.45 759 34.81 0.0494
2022-11-03 2022-09-30 13F AT&T COM 00206R102 36,677 -1,836 -4.77 563 -30.24 0.0407
2022-07-29 2022-06-30 13F AT&T COM 00206R102 38,513 -7,206 -15.76 807 -25.28 0.0571
2022-05-10 2022-03-31 13F AT&T COM 00206R102 45,719 1,968 4.50 1,080 0.37 0.0662
2022-02-14 2021-12-31 13F AT&T COM 00206R102 43,751 -14,828 -25.31 1,076 -31.98 0.0670
2021-11-10 2021-09-30 13F AT&T COM 00206R102 58,579 7,222 14.06 1,582 7.04 0.1205
2021-08-09 2021-06-30 13F AT&T COM 00206R102 51,357 -3,654 -6.64 1,478 -11.23 0.1134
2021-05-05 2021-03-31 13F AT&T COM 00206R102 55,011 734 1.35 1,665 6.66 0.1419
2021-02-09 2020-12-31 13F AT&T COM 00206R102 54,277 -2,561 -4.51 1,561 -3.64 0.1480
2021-02-03 2020-09-30 13F/A-1 AT&T COM 00206R102 56,838 18,302 47.49 1,620 39.06 0.1835
2020-11-06 2020-09-30 13F AT&T COM 00206R102 56,838 18,302 1,620 375,231.0450
2020-08-10 2020-06-30 13F AT&T COM 00206R102 38,536 4,674 13.80 1,165 18.03 0.1572
2020-04-22 2020-03-31 13F AT&T COM 00206R102 33,862 3,300 10.80 987 -17.34 0.1584
2020-02-13 2019-12-31 13F AT&T COM 00206R102 30,562 -1,442 -4.51 1,194 -1.40 0.1697
2019-11-14 2019-09-30 13F AT&T COM 00206R102 32,004 32,004 1,211 0.1995
2015-05-15 2015-03-31 13F AT&T COM 00206R102 0 -7,905 -100.00 0 -100.00
2015-02-17 2014-12-31 13F AT&T COM 00206R102 7,905 1,491 23.25 266 14.66 0.1095
2014-02-18 2013-12-31 13F AT&T COM 00206R102 6,414 6,414 232 0.2136
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.