AT&T Inc.
US ˙ NYSE ˙ US00206R1023

SecurityT / AT&T Inc.
InstitutionMoller Financial Services
Latest Disclosed Ownership8,339 shares
Latest Disclosed Value $ 241,762
Moller Financial Services reports 3.19% decrease in ownership of T / AT&T Inc.

On April 14, 2026 - Moller Financial Services filed a 13F-HR form disclosing ownership of 8,339 shares of AT&T Inc. (US:T) valued at $241,748 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 8,614 shares of AT&T Inc.. This represents a change in shares of -3.19% during the quarter. The current value of the position is $196,383 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)
2026-04-14 2026-03-31 13F AT&T COM 00206R102 8,339 -275 -3.19 242 13.15 0.0477
2026-01-08 2025-12-31 13F AT&T COM 00206R102 8,614 -140 -1.60 214 -13.77 0.0448
2025-10-06 2025-09-30 13F AT&T COM 00206R102 8,754 2 0.02 247 -2.37 0.0516
2025-07-10 2025-06-30 13F AT&T COM 00206R102 8,752 45 0.52 253 2.85 0.0559
2025-04-09 2025-03-31 13F AT&T COM 00206R102 8,707 8,707 246 0.0609
2022-01-20 2021-12-31 13F AT&T COM 00206R102 0 -7,940 -100.00 0 -100.00
2021-10-20 2021-09-30 13F AT&T COM 00206R102 7,940 0 0.00 214 -6.55 0.0707
2021-07-22 2021-06-30 13F AT&T COM 00206R102 7,940 -650 -7.57 229 -11.92 0.0752
2021-04-19 2021-03-31 13F AT&T COM 00206R102 8,590 614 7.70 260 13.54 0.0907
2021-01-11 2020-12-31 13F AT&T COM 00206R102 7,976 36 0.45 229 1.33 0.0947
2020-10-19 2020-09-30 13F AT&T COM 00206R102 7,940 -8,967 -53.04 226 -55.77 0.1013
2020-07-20 2020-06-30 13F AT&T COM 00206R102 16,907 -1,450 -7.90 511 -4.49 0.2234
2020-04-20 2020-03-31 13F AT&T COM 00206R102 18,357 0 0.00 535 -25.38 0.2768
2020-01-13 2019-12-31 13F AT&T COM 00206R102 18,357 0 0.00 717 3.17 0.3174
2019-10-18 2019-09-30 13F AT&T COM 00206R102 18,357 200 1.10 695 14.31 0.3362
2019-07-19 2019-06-30 13F AT&T COM 00206R102 18,157 0 0.00 608 6.85 0.3116
2019-04-16 2019-03-31 13F AT&T COM 00206R102 18,157 -107 -0.59 569 1.79 0.2551
2019-01-16 2018-12-31 13F AT&T COM 00206R102 18,264 107 0.59 559 -8.36 0.3649
2018-10-17 2018-09-30 13F AT&T COM 00206R102 18,157 0 0.00 610 4.63 0.2671
2018-08-02 2018-06-30 13F AT&T COM 00206R102 18,157 0 0.00 583 -9.89 0.2264
2018-04-25 2018-03-31 13F AT&T COM 00206R102 18,157 -372 -2.01 647 -10.14 0.2805
2018-01-19 2017-12-31 13F AT&T COM 00206R102 18,529 462 2.56 720 1.69 0.2740
2017-10-26 2017-09-30 13F/A-1 AT&T COM 00206R102 18,067 0 0.00 708 3.81 0.2709
2017-10-26 2017-09-30 13F AT&T COM 00206R102 18,067 708
2017-08-02 2017-06-30 13F AT&T COM 00206R102 18,067 0 0.00 682 -9.19 0.2871
2017-05-05 2017-03-31 13F AT&T COM 00206R102 18,067 0 0.00 751 -2.21 0.3285
2017-01-26 2016-12-31 13F AT&T COM 00206R102 18,067 0 0.00 768 4.63 0.3791
2016-10-26 2016-09-30 13F AT&T COM 00206R102 18,067 0 0.00 734 -6.02 0.3376
2016-08-01 2016-06-30 13F AT&T COM 00206R102 18,067 0 0.00 781 10.31 0.3824
2016-05-10 2016-03-31 13F AT&T COM 00206R102 18,067 -170 -0.93 708 12.74 0.4156
2016-02-09 2015-12-31 13F AT&T COM 00206R102 18,237 -7 -0.04 628 5.72 0.3462
2015-11-12 2015-09-30 13F AT&T COM 00206R102 18,244 7 0.04 594 -8.33 0.5503
2015-07-31 2015-06-30 13F AT&T COM 00206R102 18,237 -7 -0.04 648 8.72 0.2942
2015-05-08 2015-03-31 13F AT&T COM 00206R102 18,244 18,244 0.00 596 0.2752
2015-02-04 2014-12-31 13F AT&T COM 00206R102 0 -18,881 -100.00 0 -100.00
2014-11-12 2014-09-30 13F AT&T COM 00206R102 18,881 137 0.73 643 -3.02 0.3031
2014-08-11 2014-06-30 13F AT&T COM 00206R102 18,744 -1,933 -9.35 663 -8.55 0.3013
2014-05-12 2014-03-31 13F AT&T COM 00206R102 20,677 0 0.00 725 -0.28 0.3699
2014-02-06 2013-12-31 13F AT&T COM 00206R102 20,677 170 0.83 727 4.91 0.3903
2013-11-13 2013-09-30 13F AT&T COM 00206R102 20,507 -193 -0.93 693 -5.46 0.4353
2013-07-31 2013-06-30 13F AT&T COM 00206R102 20,700 20,700 733 0.5351
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.