AT&T Inc.
MX ˙ BMV ˙ US00206R1023
SecurityMX:T / AT&T Inc.
InstitutionSummit Asset Management, LLC
Latest Disclosed Ownership42,781 shares
Latest Disclosed Value $ 1,240,210
Summit Asset Management, LLC ownership in T / AT&T Inc.

On May 8, 2026 - Summit Asset Management, LLC filed a 13F-HR form disclosing ownership of 42,781 shares of AT&T Inc. (MX:T) valued at $1,240,210 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 42,781 shares of AT&T Inc.. This represents a change in shares of 0.00% 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 42,781 0 0.00 1,240 16.76 0.1725
2026-02-09 2025-12-31 13F AT&T COM 00206R102 42,781 -2,988 -6.53 1,063 -17.80 0.1504
2025-11-06 2025-09-30 13F AT&T COM 00206R102 45,769 11 0.02 1,293 -2.42 0.1987
2025-08-07 2025-06-30 13F AT&T COM 00206R102 45,758 903 2.01 1,324 4.42 0.2157
2025-05-06 2025-03-31 13F AT&T COM 00206R102 44,855 6,139 15.86 1,268 43.93 0.2196
2025-02-04 2024-12-31 13F AT&T COM 00206R102 38,716 -4,295 -9.99 882 -6.87 0.1549
2024-11-06 2024-09-30 13F AT&T COM 00206R102 43,011 -2,219 -4.91 946 9.49 0.1777
2024-08-05 2024-06-30 13F AT&T COM 00206R102 45,230 2,048 4.74 864 13.83 0.1789
2024-05-06 2024-03-31 13F AT&T COM 00206R102 43,182 -3,287 -7.07 760 -2.57 0.1630
2024-02-06 2023-12-31 13F AT&T COM 00206R102 46,469 876 1.92 780 13.89 0.1865
2023-11-06 2023-09-30 13F AT&T COM 00206R102 45,593 1,064 2.39 685 -3.66 0.1859
2023-08-07 2023-06-30 13F AT&T COM 00206R102 44,529 -2,197 -4.70 710 -21.02 0.1872
2023-05-12 2023-03-31 13F AT&T COM 00206R102 46,726 2,913 6.65 899 11.54 0.2475
2023-02-13 2022-12-31 13F AT&T COM 00206R102 43,813 5,500 14.36 807 37.07 0.2334
2022-11-07 2022-09-30 13F AT&T COM 00206R102 38,313 -1,172 -2.97 588 -28.99 0.1901
2022-08-10 2022-06-30 13F AT&T COM 00206R102 39,485 995 2.59 828 -9.01 0.2563
2022-05-09 2022-03-31 13F AT&T COM 00206R102 38,490 3,455 9.86 910 5.57 0.2612
2022-02-11 2021-12-31 13F AT&T COM 00206R102 35,035 -3,601 -9.32 862 -17.43 0.2444
2021-11-08 2021-09-30 13F AT&T COM 00206R102 38,636 632 1.66 1,044 -4.57 0.3271
2021-08-06 2021-06-30 13F AT&T COM 00206R102 38,004 -183 -0.48 1,094 -5.36 0.3438
2021-05-07 2021-03-31 13F AT&T COM 00206R102 38,187 602 1.60 1,156 6.94 0.3926
2021-02-09 2020-12-31 13F AT&T COM 00206R102 37,585 441 1.19 1,081 2.08 0.3946
2020-11-06 2020-09-30 13F AT&T COM 00206R102 37,144 1,370 3.83 1,059 -2.04 0.4388
2020-08-07 2020-06-30 13F AT&T COM 00206R102 35,774 -1,013 -2.75 1,081 0.84 0.4922
2020-05-08 2020-03-31 13F AT&T COM 00206R102 36,787 1,631 4.64 1,072 -21.98 0.5779
2020-02-07 2019-12-31 13F AT&T COM 00206R102 35,156 -128 -0.36 1,374 2.92 0.5860
2019-11-06 2019-09-30 13F AT&T COM 00206R102 35,284 -961 -2.65 1,335 9.88 0.6218
2019-08-07 2019-06-30 13F AT&T COM 00206R102 36,245 1,511 4.35 1,215 11.57 0.5760
2019-05-07 2019-03-31 13F AT&T COM 00206R102 34,734 -5,033 -12.66 1,089 -4.05 0.5361
2019-02-07 2018-12-31 13F AT&T COM 00206R102 39,767 781 2.00 1,135 -13.29 0.6425
2018-11-06 2018-09-30 13F AT&T COM 00206R102 38,986 -92 -0.24 1,309 4.30 0.6066
2018-08-07 2018-06-30 13F AT&T COM 00206R102 39,078 -2,091 -5.08 1,255 -14.51 0.5995
2018-05-07 2018-03-31 13F AT&T COM 00206R102 41,169 3,222 8.49 1,468 -0.47 0.7014
2018-02-06 2017-12-31 13F AT&T COM 00206R102 37,947 -4,016 -9.57 1,475 -10.28 0.7071
2017-11-09 2017-09-30 13F AT&T COM 00206R102 41,963 328 0.79 1,644 4.65 0.8240
2017-08-07 2017-06-30 13F AT&T COM 00206R102 41,635 -1,243 -2.90 1,571 -11.84 0.8323
2017-05-08 2017-03-31 13F AT&T COM 00206R102 42,878 490 1.16 1,782 -1.16 1.0306
2017-02-06 2016-12-31 13F AT&T COM 00206R102 42,388 301 0.72 1,803 5.50 1.1267
2016-11-07 2016-09-30 13F AT&T COM 00206R102 42,087 265 0.63 1,709 -5.42 1.0497
2016-08-08 2016-06-30 13F AT&T COM 00206R102 41,822 0 0.00 1,807 10.32 1.1506
2016-05-05 2016-03-31 13F AT&T COM 00206R102 41,822 -345 -0.82 1,638 12.89 1.0717
2016-02-03 2015-12-31 13F AT&T COM 00206R102 42,167 -83 -0.20 1,451 5.37 0.9843
2015-11-04 2015-09-30 13F AT&T COM 00206R102 42,250 8,358 24.66 1,377 14.37 0.9863
2015-08-04 2015-06-30 13F AT&T COM 00206R102 33,892 1,121 3.42 1,204 12.52 0.8238
2015-05-05 2015-03-31 13F AT&T COM 00206R102 32,771 3,074 10.35 1,070 7.21 0.7453
2015-02-06 2014-12-31 13F AT&T COM 00206R102 29,697 1,110 3.88 998 -0.89 0.7216
2014-11-05 2014-09-30 13F AT&T COM 00206R102 28,587 1,021 3.70 1,007 3.28 0.7701
2014-08-07 2014-06-30 13F AT&T COM 00206R102 27,566 -110 -0.40 975 0.41 0.7503
2014-05-06 2014-03-31 13F AT&T COM 00206R102 27,676 72 0.26 971 0.00 0.7773
2014-02-05 2013-12-31 13F AT&T COM 00206R102 27,604 909 3.41 971 7.53 0.7672
2013-11-06 2013-09-30 13F AT&T COM 00206R102 26,695 -340 -1.26 903 -5.64 0.8006
2013-08-09 2013-06-30 13F AT&T COM 00206R102 27,035 27,035 957 0.9256
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.