AT&T Inc.
MX ˙ BMV ˙ US00206R1023
SecurityMX:T / AT&T Inc.
InstitutionWallace Advisory Group, LLC
Latest Disclosed Ownership18,934 shares
Latest Disclosed Value $ 548,897
Wallace Advisory Group, LLC reports 12.08% increase in ownership of T / AT&T Inc.

On April 21, 2026 - Wallace Advisory Group, LLC filed a 13F-HR form disclosing ownership of 18,934 shares of AT&T Inc. (MX:T) valued at $548,897 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 16,893 shares of AT&T Inc.. This represents a change in shares of 12.08% 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)
2026-04-21 2026-03-31 13F AT&T COM 00206R102 18,934 2,041 12.08 549 30.79 0.3742
2026-01-23 2025-12-31 13F AT&T COM 00206R102 16,893 -6,785 -28.66 420 -38.83 0.4403
2025-10-16 2025-09-30 13F AT&T COM 00206R102 23,678 -2,853 -10.75 685 -8.67 0.5507
2025-07-30 2025-06-30 13F AT&T COM 00206R102 26,531 -11,653 -30.52 750 -13.69 0.5445
2025-04-09 2025-03-31 13F AT&T COM 00206R102 38,184 82 0.22 869 3.70 0.6017
2025-01-14 2024-12-31 13F AT&T COM 00206R102 38,102 -827 -2.12 838 12.79 0.5793
2024-10-04 2024-09-30 13F AT&T COM 00206R102 38,929 0 0.00 744 0.00 0.5443
2024-08-15 2024-06-30 13F AT&T COM 00206R102 38,929 3,181 8.90 744 24.04 0.5355
2024-04-12 2024-03-31 13F AT&T COM 00206R102 35,748 -5,122 -12.53 600 -2.28 0.4506
2024-01-09 2023-12-31 13F AT&T COM 00206R102 40,870 14,418 54.51 614 45.61 0.4808
2023-10-05 2023-09-30 13F AT&T COM 00206R102 26,452 2,299 9.52 422 -9.27 0.3029
2023-07-11 2023-06-30 13F AT&T COM 00206R102 24,153 0 0.00 465 0.00 0.3537
2023-05-11 2023-03-31 13F AT&T COM 00206R102 24,153 7,033 41.08 465 47.30 0.3537
2023-02-21 2022-12-31 13F AT&T COM 00206R102 17,120 17,120 315 0.2488
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.