AT&T Inc.
MX ˙ BMV ˙ US00206R1023
SecurityMX:T / AT&T Inc.
InstitutionSuccessful Portfolios LLC
Latest Disclosed Ownership16,886 shares
Latest Disclosed Value $ 487,871
Successful Portfolios LLC reports 4.04% decrease in ownership of T / AT&T Inc.

On April 13, 2026 - Successful Portfolios LLC filed a 13F-HR form disclosing ownership of 16,886 shares of AT&T Inc. (MX:T) valued at $487,871 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 17,597 shares of AT&T Inc.. This represents a change in shares of -4.04% 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)
2026-04-13 2026-03-31 13F AT&T COM 00206R102 16,886 -711 -4.04 488 15.40 0.2689
2026-01-23 2025-12-31 13F AT&T COM 00206R102 17,597 -283 -1.58 422 -16.27 0.2151
2025-10-15 2025-09-30 13F AT&T COM 00206R102 17,880 -790 -4.23 505 -6.67 0.2947
2025-07-21 2025-06-30 13F AT&T COM 00206R102 18,670 -375 -1.97 540 0.37 0.3322
2025-04-11 2025-03-31 13F AT&T COM 00206R102 19,045 -499 -2.55 539 20.90 0.3663
2025-01-16 2024-12-31 13F AT&T COM 00206R102 19,544 515 2.71 445 6.46 0.2977
2024-10-09 2024-09-30 13F AT&T COM 00206R102 19,029 -1,410 -6.90 419 7.18 0.2832
2024-07-12 2024-06-30 13F AT&T COM 00206R102 20,439 -476 -2.28 391 5.98 0.2729
2024-04-18 2024-03-31 13F AT&T COM 00206R102 20,915 189 0.91 368 6.05 0.2511
2024-01-18 2023-12-31 13F AT&T COM 00206R102 20,726 -778 -3.62 348 7.76 0.2599
2023-10-11 2023-09-30 13F AT&T COM 00206R102 21,504 1,362 6.76 323 0.31 0.2862
2023-07-20 2023-06-30 13F AT&T COM 00206R102 20,142 867 4.50 321 -13.48 0.2766
2023-04-24 2023-03-31 13F AT&T COM 00206R102 19,275 -499 -2.52 371 1.92 0.2330
2023-01-27 2022-12-31 13F AT&T COM 00206R102 19,774 887 4.70 364 25.52 0.2374
2022-10-12 2022-09-30 13F AT&T COM 00206R102 18,887 -339 -1.76 290 -28.04 0.2103
2022-07-22 2022-06-30 13F AT&T COM 00206R102 19,226 -1,257 -6.14 403 -16.74 0.2712
2022-04-21 2022-03-31 13F AT&T COM 00206R102 20,483 -251 -1.21 484 -5.10 0.2755
2022-01-26 2021-12-31 13F AT&T COM 00206R102 20,734 1,550 8.08 510 -1.54 0.2772
2021-10-14 2021-09-30 13F AT&T COM 00206R102 19,184 115 0.60 518 -5.65 0.3093
2021-07-23 2021-06-30 13F AT&T COM 00206R102 19,069 376 2.01 549 -3.00 0.3327
2021-04-20 2021-03-31 13F AT&T COM 00206R102 18,693 320 1.74 566 7.20 0.3731
2021-02-02 2020-12-31 13F AT&T COM 00206R102 18,373 257 1.42 528 2.33 0.3788
2020-10-13 2020-09-30 13F AT&T COM 00206R102 18,116 161 0.90 516 -4.97 0.4117
2020-07-13 2020-06-30 13F AT&T COM 00206R102 17,955 -543 -2.94 543 0.74 0.4776
2020-04-23 2020-03-31 13F AT&T COM 00206R102 18,498 774 4.37 539 -22.22 0.5451
2020-01-23 2019-12-31 13F AT&T COM 00206R102 17,724 -646 -3.52 693 -0.29 0.6168
2019-10-11 2019-09-30 13F AT&T COM 00206R102 18,370 627 3.53 695 16.81 0.6531
2019-07-11 2019-06-30 13F AT&T COM 00206R102 17,743 -80 -0.45 595 6.44 0.6384
2019-04-22 2019-03-31 13F AT&T COM 00206R102 17,823 -167 -0.93 559 8.97 0.6111
2019-01-14 2018-12-31 13F AT&T COM 00206R102 17,990 -1,029 -5.41 513 -19.72 0.6556
2018-10-15 2018-09-30 13F AT&T COM 00206R102 19,019 589 3.20 639 7.94 0.6958
2018-07-24 2018-06-30 13F AT&T COM 00206R102 18,430 125 0.68 592 -9.34 0.6914
2018-05-08 2018-03-31 13F AT&T COM 00206R102 18,305 389 2.17 653 -6.31 0.7928
2018-02-09 2017-12-31 13F AT&T COM 00206R102 17,916 17,916 697 0.8660
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.