AT&T Inc.
US ˙ NYSE ˙ US00206R1023

SecurityT / AT&T Inc.
InstitutionAppleton Partners Inc/ma
Latest Disclosed Ownership15,981 shares
Latest Disclosed Value $ 463
Appleton Partners Inc/ma reports 15.69% decrease in ownership of T / AT&T Inc.

On April 28, 2026 - Appleton Partners Inc/ma filed a 13F-HR form disclosing ownership of 15,981 shares of AT&T Inc. (US:T) valued at $463,289 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 18,955 shares of AT&T Inc.. The current value of the position is $376,353 USD.

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)
2026-04-28 2026-03-31 13F AT&T INC COM CS 00206R102 15,981 -2,974 -15.69 0 0.0323
2026-01-09 2025-12-31 13F AT&T INC COM CS 00206R102 18,955 19 0.10 0 0.0310
2025-11-05 2025-09-30 13F AT&T CS 00206R102 18,936 1,242 7.02 1 0.0359
2025-07-22 2025-06-30 13F AT&T CS 00206R102 17,694 -229 -1.28 1 0.0362
2025-04-22 2025-03-31 13F AT&T CS 00206R102 17,923 -355 -1.94 1 0.0392
2025-01-28 2024-12-31 13F AT&T CS 00206R102 18,278 5,468 42.69 0 0.0307
2024-10-01 2024-09-30 13F AT&T CS 00206R102 12,810 21 0.16 0 0.0207
2024-07-02 2024-06-30 13F AT&T CS 00206R102 12,789 -2,381 -15.70 0 0.0188
2024-04-01 2024-03-31 13F AT&T CS 00206R102 15,170 -3,504 -18.76 0 0.0207
2024-01-02 2023-12-31 13F AT&T CS 00206R102 18,674 -12,005 -39.13 0 0.0252
2023-10-03 2023-09-30 13F AT&T CS 00206R102 30,679 -2,027 -6.20 0 0.0410
2023-07-10 2023-06-30 13F AT&T CS 00206R102 32,706 -97,352 -74.85 1 -100.00 0.0441
2023-04-10 2023-03-31 13F AT&T CS 00206R102 130,058 12,063 10.22 3 0.00 0.2227
2023-01-19 2022-12-31 13F AT&T CS 00206R102 117,995 5,633 5.01 2 -99.88 0.2058
2022-10-27 2022-09-30 13F AT&T CS 00206R102 112,362 953 0.86 1,724 -26.17 0.1725
2022-07-08 2022-06-30 13F AT&T CS 00206R102 111,409 2,804 2.58 2,335 -9.00 0.2208
2022-04-05 2022-03-31 13F AT&T CS 00206R102 108,605 -9,045 -7.69 2,566 -11.33 0.2098
2022-02-03 2021-12-31 13F AT&T CS 00206R102 117,650 -33,433 -22.13 2,894 -29.09 0.2178
2021-10-14 2021-09-30 13F AT&T CS 00206R102 151,083 2,043 1.37 4,081 -4.85 0.3398
2021-07-07 2021-06-30 13F AT&T CS 00206R102 149,040 9,806 7.04 4,289 1.76 0.3653
2021-04-19 2021-03-31 13F AT&T INC COM CS 00206R102 139,234 -1,675 -1.19 4,215 4.00 0.3918
2021-01-19 2020-12-31 13F AT&T INC COM CS 00206R102 140,909 921 0.66 4,053 1.55 0.3990
2020-10-14 2020-09-30 13F AT&T INC COM COM 00206R102 139,988 4,200 3.09 3,991 -2.78 0.4407
2020-08-14 2020-06-30 13F AT&T INC COM COM 00206R102 135,788 3,293 2.49 4,105 6.29 0.4916
2020-05-04 2020-03-31 13F AT&T INC COM COM 00206R102 132,495 12,643 10.55 3,862 -17.55 0.5351
2020-01-13 2019-12-31 13F AT&T INC COM COM 00206R102 119,852 9,828 8.93 4,684 12.52 0.5145
2019-11-04 2019-09-30 13F AT&T INC COM COM 00206R102 110,024 7,232 7.04 4,163 20.84 0.5026
2019-07-25 2019-06-30 13F AT&T INC COM COM 00206R102 102,792 9,823 10.57 3,445 18.14 0.4258
2019-04-17 2019-03-31 13F AT&T INC COM COM 00206R102 92,969 14,794 18.92 2,916 30.70 0.3865
2019-01-17 2018-12-31 13F AT&T INC COM COM 00206R102 78,175 24,868 46.65 2,231 24.64 0.3341
2018-10-09 2018-09-30 13F AT&T INC COM COM 00206R102 53,307 20,265 61.33 1,790 68.71 0.2383
2018-08-08 2018-06-30 13F AT&T INC COM COM 00206R102 33,042 4,043 13.94 1,061 2.61 0.1519
2018-04-11 2018-03-31 13F AT&T INC COM COM 00206R102 28,999 -794 -2.67 1,034 -10.71 0.1569
2018-01-12 2017-12-31 13F AT&T INC COM COM 00206R102 29,793 39 0.13 1,158 -0.60 0.1796
2017-10-12 2017-09-30 13F AT&T INC COM COM 00206R102 29,754 2,089 7.55 1,165 11.59 0.1963
2017-07-11 2017-06-30 13F AT&T INC COM COM 00206R102 27,665 -2,690 -8.86 1,044 -17.21 0.1755
2017-05-01 2017-03-31 13F AT&T INC COM COM 00206R102 30,355 -395 -1.28 1,261 -3.59 0.2320
2017-02-13 2016-12-31 13F AT&T INC COM COM 00206R102 30,750 1,385 4.72 1,308 9.64 0.2644
2016-11-03 2016-09-30 13F AT&T INC COM COM 00206R102 29,365 2,150 7.90 1,193 1.45 0.2248
2016-08-03 2016-06-30 13F AT&T INC COM COM 00206R102 27,215 1,125 4.31 1,176 15.07 0.2404
2016-04-21 2016-03-31 13F AT&T INC COM COM 00206R102 26,090 372 1.45 1,022 15.48 0.2020
2016-01-22 2015-12-31 13F AT&T INC COM COM 00206R102 25,718 1,247 5.10 885 11.04 0.1745
2015-10-15 2015-09-30 13F AT&T INC COM COM 00206R102 24,471 -2,290 -8.56 797 -16.19 0.1812
2015-07-15 2015-06-30 13F AT&T INC COM COM 00206R102 26,761 25 0.09 951 8.93 0.2130
2015-04-30 2015-03-31 13F AT&T INC COM COM 00206R102 26,736 26,736 0.00 873 0.1969
2015-02-04 2014-12-31 13F AT&T INC COM COM 00206R102 0 -29,536 -100.00 0 -100.00
2014-11-06 2014-09-30 13F AT&T INC COM COM 00206R102 29,536 -1,195 -3.89 1,041 -4.23 0.2431
2014-07-23 2014-06-30 13F AT&T INC COM COM 00206R102 30,731 -1,750 -5.39 1,087 -4.57 0.2542
2014-04-30 2014-03-31 13F AT&T INC COM COM 00206R102 32,481 -17,576 -35.11 1,139 -35.28 0.2695
2014-02-13 2013-12-31 13F AT&T INC COM COMMON STOCK 00206R102 50,057 -625 -1.23 1,760 2.68 0.4220
2013-10-22 2013-09-30 13F AT&T INC COM COMMON STOCK 00206R102 50,682 3,135 6.59 1,714 -99.90 0.4595
2013-08-13 2013-06-30 13F AT&T INC COM COMMON STOCK 00206R102 47,547 47,547 1,683,164 0.4853
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.