AT&T Inc.
US ˙ NYSE ˙ US00206R1023

SecurityT / AT&T Inc.
InstitutionSowell Financial Services LLC
Latest Disclosed Ownership191,320 shares
Latest Disclosed Value $ 5,546,355
Sowell Financial Services LLC reports 16.00% decrease in ownership of T / AT&T Inc.

On April 20, 2026 - Sowell Financial Services LLC filed a 13F-HR form disclosing ownership of 191,320 shares of AT&T Inc. (US:T) valued at $5,546,367 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 227,760 shares of AT&T Inc.. This represents a change in shares of -16.00% during the quarter. The current value of the position is $4,505,586 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)
2026-04-20 2026-03-31 13F AT&T COM 00206R102 191,320 -36,440 -16.00 5,546 -1.96 0.2051
2026-01-21 2025-12-31 13F AT&T COM 00206R102 227,760 -1,935 -0.84 5,658 -12.78 0.2078
2025-10-17 2025-09-30 13F AT&T COM 00206R102 229,695 -16,845 -6.83 6,487 -9.08 0.2489
2025-07-14 2025-06-30 13F AT&T COM 00206R102 246,540 2,463 1.01 7,135 3.36 0.2906
2025-04-17 2025-03-31 13F AT&T COM 00206R102 244,077 -12,506 -4.87 6,903 18.14 0.3141
2025-02-07 2024-12-31 13F AT&T COM 00206R102 256,583 11,493 4.69 5,842 8.35 0.3073
2024-10-04 2024-09-30 13F AT&T COM 00206R102 245,090 -3,959 -1.59 5,392 13.30 0.2505
2024-08-13 2024-06-30 13F AT&T COM 00206R102 249,049 -15,659 -5.92 4,759 2.15 0.2273
2024-05-03 2024-03-31 13F AT&T COM 00206R102 264,708 -19,523 -6.87 4,659 -2.31 0.2198
2024-01-24 2023-12-31 13F AT&T COM 00206R102 284,231 -75,837 -21.06 4,769 -11.82 0.2583
2023-11-08 2023-09-30 13F AT&T COM 00206R102 360,068 -23,453 -6.12 5,408 -11.59 0.3394
2023-08-14 2023-06-30 13F AT&T COM 00206R102 383,521 143,214 59.60 6,117 152,825.00 0.3410
2023-05-12 2023-03-31 13F AT&T STOCK 00206R102 240,307 -153,606 -38.99 5 -42.86 0.3569
2023-02-09 2022-12-31 13F A T & T Stock 00206R102 393,913 87,366 28.50 7 -99.85 0.4694
2022-11-15 2022-09-30 13F A T & T Stock 00206R102 306,547 41,511 15.66 4,702 -15.36 0.4741
2022-08-15 2022-06-30 13F AT&T Stock 00206R102 265,036 196,542 286.95 5,555 269.59 0.5134
2022-05-13 2022-03-31 13F AT&T Stock 00206R102 68,494 -153,692 -69.17 1,503 -72.50 0.2626
2022-02-09 2021-12-31 13F AT&T INC COM Stock 00206R102 222,186 -39,891 -15.22 5,466 -22.79 0.3134
2021-11-04 2021-09-30 13F AT&T INC COM Stock 00206R102 262,077 -21,081 -7.44 7,079 -13.13 0.4781
2021-08-05 2021-06-30 13F AT&T INC COM Stock 00206R102 283,158 -228,935 -44.71 8,149 -50.90 0.5399
2021-05-07 2021-03-31 13F AT&T INC COM Stock 00206R102 512,093 71,683 16.28 16,597 31.04 0.5777
2021-01-13 2020-12-31 13F AT&T INC COM COM 00206R102 440,410 18,392 4.36 12,666 5.27 0.5411
2020-11-12 2020-09-30 13F AT&T INC COM COM 00206R102 422,018 10,282 2.50 12,032 -3.33 0.6009
2020-08-13 2020-06-30 13F AT&T INC COM Stock 00206R102 411,736 17,817 4.52 12,447 8.40 0.6841
2020-05-12 2020-03-31 13F AT&T INC COM Stock 00206R102 393,919 59,137 17.66 11,483 -12.23 0.8498
2020-02-07 2019-12-31 13F AT&T INC COM Stock 00206R102 334,782 2,939 0.89 13,083 4.19 0.9970
2019-11-14 2019-09-30 13F AT&T INC COM COM 00206R102 331,843 54,549 19.67 12,557 44.40 1.0375
2019-05-15 2019-03-31 13F AT&T INC COM Stock 00206R102 277,294 11,679 4.40 8,696 14.71 0.9708
2019-03-05 2018-12-31 13F AT&T COM 00206R102 265,615 29,388 12.44 7,581 -4.43 1.0738
2018-11-13 2018-09-30 13F AT&T COM 00206R102 236,227 26,674 12.73 7,932 17.51 1.1515
2018-08-14 2018-06-30 13F AT&T COM 00206R102 209,553 28,010 15.43 6,750 15.98 1.4326
2018-05-10 2018-03-31 13F AT&T COM 00206R102 181,543 11,522 6.78 5,820 -7.85 1.4543
2018-01-29 2017-12-31 13F AT&T COM 00206R102 170,021 -7,195 -4.06 6,316 6.22 1.5442
2017-11-07 2017-09-30 13F AT&T COM 00206R102 177,216 10,046 6.01 5,946 -7.28 1.5502
2017-08-14 2017-06-30 13F AT&T COM 00206R102 167,170 26,063 18.47 6,413 19.13 1.8203
2017-05-31 2017-03-31 13F AT&T COM 00206R102 141,107 2,665 1.92 5,383 -4.59 1.5895
2017-02-27 2016-12-31 13F AT&T COM 00206R102 138,442 138,442 5,642 1.8890
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.