AT&T Inc.
MX ˙ BMV ˙ US00206R1023
SecurityMX:T / AT&T Inc.
InstitutionWaterloo Capital, L.P.
Latest Disclosed Ownership59,785 shares
Latest Disclosed Value $ 1,733,166
Waterloo Capital, L.P. reports 0.10% increase in ownership of T / AT&T Inc.

On May 12, 2026 - Waterloo Capital, L.P. filed a 13F-HR form disclosing ownership of 59,785 shares of AT&T Inc. (MX:T) valued at $1,733,166 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 59,727 shares of AT&T Inc.. This represents a change in shares of 0.10% 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)
2026-05-12 2026-03-31 13F AT&T INC COM COM 00206R102 59,785 58 0.10 1,733 16.86 0.1217
2026-02-10 2025-12-31 13F AT&T INC COM COM 00206R102 59,727 -2,878 -4.60 1,484 -16.07 0.1068
2025-11-05 2025-09-30 13F AT&T INC COM COM 00206R102 62,605 1,142 1.86 1,768 -0.62 0.1315
2025-08-12 2025-06-30 13F AT&T INC COM COM 00206R102 61,463 4,056 7.07 1,779 9.55 0.1436
2025-05-12 2025-03-31 13F AT&T INC COM COM 00206R102 57,407 2,322 4.22 1,623 29.43 0.1509
2025-02-13 2024-12-31 13F AT&T INC COM COM 00206R102 55,085 4,160 8.17 1,254 11.96 0.1322
2024-11-14 2024-09-30 13F AT&T INC COM COM 00206R102 50,925 27,865 120.84 1,120 154.55 0.1223
2024-08-12 2024-06-30 13F AT&T INC COM COM 00206R102 23,060 23,060 441 0.0529
2024-05-14 2024-03-31 13F AT&T INC COM COM 00206R102 0 -10,346 -100.00 0 -100.00
2024-02-13 2023-12-31 13F AT&T INC COM COM 00206R102 10,346 10,346 174 0.0281
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.