AT&T Inc.
MX ˙ BMV ˙ US00206R1023
SecurityMX:T / AT&T Inc.
InstitutionWest Branch Capital LLC
Latest Disclosed Ownership4,232 shares
Latest Disclosed Value $ 122,686
West Branch Capital LLC reports 0.07% decrease in ownership of T / AT&T Inc.

On April 14, 2026 - West Branch Capital LLC filed a 13F-HR form disclosing ownership of 4,232 shares of AT&T Inc. (MX:T) valued at $122,686 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 4,235 shares of AT&T Inc.. This represents a change in shares of -0.07% 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)
2026-04-14 2026-03-31 13F AT&T COM 00206R102 4,232 -3 -0.07 123 16.19 0.0328
2026-01-16 2025-12-31 13F AT&T COM 00206R102 4,235 -5,924 -58.31 105 -63.29 0.0271
2025-10-21 2025-09-30 13F AT&T COM 00206R102 10,159 -791 -7.22 287 -9.49 0.0753
2025-07-16 2025-06-30 13F AT&T COM 00206R102 10,950 4,909 81.26 317 85.88 0.0937
2025-04-16 2025-03-31 13F AT&T COM 00206R102 6,041 1,797 42.34 171 77.08 0.0570
2025-01-17 2024-12-31 13F AT&T COM 00206R102 4,244 -7 -0.16 97 3.23 0.0308
2024-10-18 2024-09-30 13F AT&T COM 00206R102 4,251 -6,109 -58.97 94 -52.79 0.0323
2024-07-26 2024-06-30 13F AT&T COM 00206R102 10,360 -305 -2.86 198 5.35 0.0735
2024-04-24 2024-03-31 13F AT&T COM 00206R102 10,665 -4,788 -30.98 188 -27.80 0.0757
2024-01-19 2023-12-31 13F AT&T COM 00206R102 15,453 -2,702 -14.88 259 -4.78 0.1219
2023-10-20 2023-09-30 13F AT&T COM 00206R102 18,155 -729 -3.86 273 -9.63 0.1431
2023-08-07 2023-06-30 13F AT&T COM 00206R102 18,884 1,164 6.57 301 -11.73 0.1503
2023-04-20 2023-03-31 13F AT&T COM 00206R102 17,720 -945 -5.06 341 -0.58 0.1901
2023-01-27 2022-12-31 13F AT&T COM 00206R102 18,665 -686 -3.55 344 15.49 0.2123
2022-10-19 2022-09-30 13F AT&T COM 00206R102 19,351 -7,393 -27.64 297 -47.06 0.1846
2022-07-28 2022-06-30 13F AT&T COM 00206R102 26,744 -207 -0.77 561 -11.93 0.3245
2022-05-03 2022-03-31 13F AT&T COM 00206R102 26,951 156 0.58 637 -3.34 0.3044
2022-01-24 2021-12-31 13F AT&T COM 00206R102 26,795 -2,637 -8.96 659 -17.11 0.2805
2021-11-09 2021-09-30 13F AT&T COM 00206R102 29,432 145 0.50 795 -5.69 0.3825
2021-08-17 2021-06-30 13F AT&T COM 00206R102 29,287 3,596 14.00 843 8.35 0.4142
2021-05-14 2021-03-31 13F AT&T COM 00206R102 25,691 -810 -3.06 778 2.10 0.4552
2021-02-08 2020-12-31 13F AT&T COM 00206R102 26,501 -29,143 -52.37 762 -51.95 0.4503
2020-10-13 2020-09-30 13F AT&T COM 00206R102 55,644 -4,616 -7.66 1,586 -12.95 1.0120
2020-07-08 2020-06-30 13F AT&T COM 00206R102 60,260 34 0.06 1,822 3.76 1.2837
2020-04-20 2020-03-31 13F AT&T COM 00206R102 60,226 -1,680 -2.71 1,756 -27.41 1.6773
2020-01-07 2019-12-31 13F AT&T COM 00206R102 61,906 4,159 7.20 2,419 10.71 1.6847
2019-10-23 2019-09-30 13F AT&T COM 00206R102 57,747 35,849 163.71 2,185 197.68 1.6184
2019-08-05 2019-06-30 13F AT&T COM 00206R102 21,898 2,282 11.63 734 19.35 0.6056
2019-04-30 2019-03-31 13F AT&T COM 00206R102 19,616 2,206 12.67 615 23.74 0.5505
2019-02-06 2018-12-31 13F AT&T COM 00206R102 17,410 -1,349 -7.19 497 -21.11 0.5235
2018-10-15 2018-09-30 13F AT&T COM 00206R102 18,759 2,557 15.78 630 21.15 0.4674
2018-08-02 2018-06-30 13F AT&T COM 00206R102 16,202 16,202 520 0.4098
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.