AT&T Inc.
CH ˙ SWX ˙ US00206R1023
SecurityCH:T / AT&T Inc.
InstitutionAprio Wealth Management, LLC
Latest Disclosed Ownership76,994 shares
Latest Disclosed Value $ 2,232,051
Aprio Wealth Management, LLC reports 27.08% increase in ownership of T / AT&T Inc.

On May 11, 2026 - Aprio Wealth Management, LLC filed a 13F-HR form disclosing ownership of 76,994 shares of AT&T Inc. (CH:T) valued at $2,232,051 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 60,589 shares of AT&T Inc.. This represents a change in shares of 27.08% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-11 2026-03-31 13F AT&T COM 00206R102 76,994 16,405 27.08 2,232 48.31 0.1219
2026-01-29 2025-12-31 13F AT&T COM 00206R102 60,589 14,279 30.83 1,505 15.15 0.0864
2025-11-12 2025-09-30 13F AT&T COM 00206R102 46,310 8,157 21.38 1,308 18.39 0.1301
2025-08-14 2025-06-30 13F AT&T COM 00206R102 38,153 9,297 32.22 1,104 35.29 0.1245
2025-05-15 2025-03-31 13F AT&T COM 00206R102 28,856 2,835 10.90 816 37.84 0.1022
2025-01-13 2024-12-31 13F AT&T COM 00206R102 26,021 902 3.59 593 7.25 0.0864
2024-10-08 2024-09-30 13F AT&T COM 00206R102 25,119 -3,701 -12.84 553 0.36 0.0884
2024-07-10 2024-06-30 13F AT&T COM 00206R102 28,820 9,646 50.31 551 63.20 0.1003
2024-04-10 2024-03-31 13F AT&T COM 00206R102 19,174 3,916 25.67 337 31.64 0.0661
2024-01-17 2023-12-31 13F AT&T COM 00206R102 15,258 42 0.28 256 12.28 0.0572
2023-10-10 2023-09-30 13F AT&T COM 00206R102 15,216 15,216 229 0.0628
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.