AT&T Inc.
MX ˙ BMV ˙ US00206R1023
SecurityMX:T / AT&T Inc.
InstitutionXcel Wealth Management, LLC
Latest Disclosed Ownership40,772 shares
Latest Disclosed Value $ 1,181,985
Xcel Wealth Management, LLC reports 21.67% decrease in ownership of T / AT&T Inc.

On April 21, 2026 - Xcel Wealth Management, LLC filed a 13F-HR form disclosing ownership of 40,772 shares of AT&T Inc. (MX:T) valued at $1,181,985 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 52,052 shares of AT&T Inc.. This represents a change in shares of -21.67% 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 40,772 -11,280 -21.67 1,182 -8.59 0.3269
2026-01-26 2025-12-31 13F AT&T COM 00206R102 52,052 519 1.01 1,293 -11.20 0.3289
2025-10-29 2025-09-30 13F AT&T COM 00206R102 51,533 -4,716 -8.38 1,455 -10.57 0.3783
2025-07-15 2025-06-30 13F AT&T COM 00206R102 56,249 -11,811 -17.35 1,628 -15.44 0.4633
2025-04-28 2025-03-31 13F AT&T COM 00206R102 68,060 -2,934 -4.13 1,925 19.06 0.5998
2025-02-05 2024-12-31 13F AT&T COM 00206R102 70,994 -929 -1.29 1,617 2.15 0.4480
2024-10-21 2024-09-30 13F AT&T COM 00206R102 71,923 -570 -0.79 1,582 14.22 0.4628
2024-07-23 2024-06-30 13F AT&T COM 00206R102 72,493 -23,388 -24.39 1,385 -17.90 0.4338
2024-04-22 2024-03-31 13F AT&T COM 00206R102 95,881 -13,797 -12.58 1,688 -8.32 0.5276
2024-01-29 2023-12-31 13F AT&T COM 00206R102 109,678 -112,570 -50.65 1,840 -44.88 0.6454
2023-10-17 2023-09-30 13F AT&T COM 00206R102 222,248 -125,879 -36.16 3,338 -39.88 1.3171
2023-07-26 2023-06-30 13F AT&T COM 00206R102 348,127 -11,875 -3.30 5,553 -19.88 1.7544
2023-04-26 2023-03-31 13F AT&T COM 00206R102 360,002 -2,685 -0.74 6,930 3.79 2.4385
2023-02-15 2022-12-31 13F/A-1 AT&T COM 00206R102 362,687 77,450 27.15 6,677 52.58 2.6295
2023-01-19 2022-12-31 13F AT&T COM 00206R102 362,687 352,230 7 2.6295
2022-10-20 2022-09-30 13F AT&T COM 00206R102 285,237 -6,586 -2.26 4,376 -28.46 1.6294
2022-07-26 2022-06-30 13F AT&T COM 00206R102 291,823 190,011 186.63 6,117 154.24 2.2296
2022-04-29 2022-03-31 13F AT&T COM 00206R102 101,812 7,842 8.35 2,406 4.07 0.6598
2022-02-03 2021-12-31 13F AT&T COM 00206R102 93,970 -107,469 -53.35 2,312 -57.51 0.5944
2021-10-21 2021-09-30 13F AT&T COM 00206R102 201,439 -156,395 -43.71 5,441 -47.16 1.5775
2021-07-15 2021-06-30 13F AT&T COM 00206R102 357,834 231,198 182.57 10,298 168.67 3.1084
2021-04-15 2021-03-31 13F AT&T COM 00206R102 126,636 25,538 25.26 3,833 31.85 1.3670
2021-01-13 2020-12-31 13F AT&T COM 00206R102 101,098 2,313 2.34 2,907 3.23 1.2546
2020-10-27 2020-09-30 13F AT&T COM 00206R102 98,785 25,767 35.29 2,816 27.59 1.4479
2020-07-10 2020-06-30 13F AT&T COM 00206R102 73,018 -784 -1.06 2,207 2.60 1.3691
2020-04-07 2020-03-31 13F AT&T COM 00206R102 73,802 -52,321 -41.48 2,151 -56.35 1.9398
2020-01-09 2019-12-31 13F AT&T COM 00206R102 126,123 512 0.41 4,928 3.68 4.0934
2019-11-12 2019-09-30 13F AT&T COM 00206R102 125,611 -16,665 -11.71 4,753 -0.29 4.4013
2019-11-12 2019-06-30 13F AT&T COM 00206R102 142,276 753 0.53 4,767 7.41 4.6717
2019-11-12 2019-03-31 13F AT&T COM 00206R102 141,523 -7,336 -4.93 4,438 4.47 4.5761
2019-11-12 2018-12-31 13F AT&T COM 00206R102 148,859 148,859 4,248 5.1952
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.