AT&T Inc.
MX ˙ BMV ˙ US00206R1023
SecurityMX:T / AT&T Inc.
InstitutionTower Wealth Partners, Inc.
Latest Disclosed Ownership23,514 shares
Latest Disclosed Value $ 681,685
Tower Wealth Partners, Inc. reports 2.56% increase in ownership of T / AT&T Inc.

On May 8, 2026 - Tower Wealth Partners, Inc. filed a 13F-HR form disclosing ownership of 23,514 shares of AT&T Inc. (MX:T) valued at $681,685 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 22,926 shares of AT&T Inc.. This represents a change in shares of 2.56% 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 23,514 588 2.56 682 19.68 0.3767
2026-01-16 2025-12-31 13F AT&T COM 00206R102 22,926 542 2.42 569 -9.97 0.3131
2025-11-07 2025-09-30 13F AT&T COM 00206R102 22,384 440 2.01 632 -0.47 0.3472
2025-07-28 2025-06-30 13F AT&T COM 00206R102 21,944 1,285 6.22 635 8.73 0.3754
2025-04-11 2025-03-31 13F AT&T COM 00206R102 20,659 1,743 9.21 584 35.81 0.3123
2025-02-07 2024-12-31 13F AT&T COM 00206R102 18,916 0 0.00 431 3.37 0.2253
2024-10-29 2024-09-30 13F AT&T COM 00206R102 18,916 -1,085 -5.42 416 8.90 0.2420
2024-08-09 2024-06-30 13F AT&T COM 00206R102 20,001 0 0.00 382 8.52 0.2360
2024-04-18 2024-03-31 13F AT&T COM 00206R102 20,001 -75 -0.37 352 4.76 0.2286
2024-01-22 2023-12-31 13F AT&T COM 00206R102 20,076 2 0.01 337 11.63 0.2380
2023-10-25 2023-09-30 13F AT&T COM 00206R102 20,074 0 0.00 302 -5.94 0.2478
2023-07-31 2023-06-30 13F AT&T COM 00206R102 20,074 0 0.00 320 -17.10 0.2566
2023-05-04 2023-03-31 13F AT&T COM 00206R102 20,074 0 0.00 386 4.61 0.3228
2023-01-31 2022-12-31 13F AT&T INC COM Stock 00206R102 20,074 0 0.00 370 0.82 0.3219
2022-11-14 2022-09-30 13F AT&T INC COM Stock 00206R102 20,074 164 0.82 366 -12.23 0.3475
2022-08-15 2022-06-30 13F AT&T INC COM Stock 00206R102 19,910 401 2.06 417 -9.54 0.5540
2022-04-15 2022-03-31 13F AT&T INC COM Stock 00206R102 19,509 328 1.71 461 -2.33 0.5007
2022-02-11 2021-12-31 13F AT&T INC COM Stock 00206R102 19,181 0 0.00 472 -8.88 0.4783
2021-11-15 2021-09-30 13F AT&T INC COM Stock 00206R102 19,181 -2,732 -12.47 518 -17.91 0.5461
2021-08-12 2021-06-30 13F AT&T INC COM Stock 00206R102 21,913 -2,140 -8.90 631 -13.32 0.6940
2021-05-17 2021-03-31 13F AT&T INC COM Stock 00206R102 24,053 -296 -1.22 728 4.00 0.9384
2021-04-09 2020-12-31 13F AT&T INC COM Stock 00206R102 24,349 24,349 700 0.8018
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.