AT&T Inc.
CH ˙ SWX ˙ US00206R1023
SecurityCH:T / AT&T Inc.
InstitutionBoston Private Wealth Llc
Latest Disclosed Ownership86,477 shares
Latest Disclosed Value $ 2,506,950
Boston Private Wealth Llc reports 2.49% increase in ownership of T / AT&T Inc.

On April 17, 2026 - Boston Private Wealth Llc filed a 13F-HR form disclosing ownership of 86,477 shares of AT&T Inc. (CH:T) valued at $2,506,950 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 84,373 shares of AT&T Inc.. This represents a change in shares of 2.49% 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)
2026-04-17 2026-03-31 13F AT&T INC COM USD1 COM 00206R102 86,477 2,104 2.49 2,507 19.62 0.1651
2026-02-04 2025-12-31 13F AT&T INC COM USD1 COM 00206R102 84,373 -20,853 -19.82 2,096 -29.49 0.1236
2025-11-06 2025-09-30 13F AT&T INC COM USD1 COM 00206R102 105,226 -19,292 -15.49 2,972 -17.54 0.1599
2025-08-14 2025-06-30 13F AT&T INC COM USD1 COM 00206R102 124,518 -20,905 -14.38 3,604 -12.38 0.1931
2025-05-14 2025-03-31 13F AT&T INC COM USD1 COM 00206R102 145,423 1,682 1.17 4,113 25.67 0.1690
2025-02-05 2024-12-31 13F AT&T INC COM USD1 COM 00206R102 143,741 143,741 3,273 0.0612
2024-10-18 2024-09-30 13F AT&T INC COM USD1 COM 00206R102 0 -145,310 -100.00 0 -100.00
2024-08-06 2024-06-30 13F AT&T INC COM USD1 COM 00206R102 145,310 -8,184 -5.33 2,777 2.78 0.0687
2024-05-15 2024-03-31 13F AT&T INC COM USD1 COM 00206R102 153,494 -633 -0.41 2,701 4.45 0.0602
2024-01-30 2023-12-31 13F AT&T INC COM USD1 COM 00206R102 154,127 42,686 38.30 2,586 54.57 0.0629
2023-10-23 2023-09-30 13F AT&T INC COM USD1 COM 00206R102 111,441 -12,477 -10.07 1,674 -15.33 0.0368
2023-07-24 2023-06-30 13F AT&T INC COM USD1 COM 00206R102 123,918 -34,224 -21.64 1,976 -35.09 0.0357
2023-05-12 2023-03-31 13F AT&T INC COM USD1 COM 00206R102 158,142 -13,973 -8.12 3,044 -3.91 0.0425
2023-02-10 2022-12-31 13F AT&T COM 00206R102 172,115 14,895 9.47 3,169 31.34 0.0428
2022-11-09 2022-09-30 13F AT&T COM 00206R102 157,220 -2,001 -1.26 2,412 -27.72 0.0352
2022-08-16 2022-06-30 13F AT&T COM 00206R102 159,221 31,775 24.93 3,337 10.79 0.0513
2022-05-13 2022-03-31 13F AT&T COM 00206R102 127,446 -53,304 -29.49 3,012 -32.27 0.0403
2022-02-15 2021-12-31 13F AT&T COM 00206R102 180,750 -41,065 -18.51 4,447 -25.77 0.0729
2021-11-09 2021-09-30 13F AT&T COM 00206R102 221,815 -20,735 -8.55 5,991 -14.18 0.0770
2021-08-13 2021-06-30 13F AT&T COM 00206R102 242,550 -21,960 -8.30 6,981 -12.80 0.0885
2021-05-11 2021-03-31 13F AT&T COM 00206R102 264,510 -13,569 -4.88 8,006 0.11 0.1115
2021-02-10 2020-12-31 13F AT&T INC COM COM 00206R102 278,079 6,978 2.57 7,997 3.47 0.1174
2020-11-10 2020-09-30 13F AT&T INC COM COM 00206R102 271,101 -6,853 -2.47 7,729 -8.02 0.1275
2020-08-05 2020-06-30 13F AT&T INC COM COM 00206R102 277,954 -396,352 -58.78 8,403 -57.25 0.1562
2020-05-11 2020-03-31 13F AT&T COM 00206R102 674,306 -10,543 -1.54 19,656 -26.56 0.4771
2020-02-13 2019-12-31 13F AT&T COM 00206R102 684,849 22,138 3.34 26,764 6.73 0.4872
2019-11-01 2019-09-30 13F AT&T COM 00206R102 662,711 -35,623 -5.10 25,077 7.16 0.4992
2019-07-10 2019-06-30 13F AT&T COM 00206R102 698,334 -12,101 -1.70 23,401 5.04 0.7860
2019-05-14 2019-03-31 13F AT&T COM 00206R102 710,435 14,820 2.13 22,279 12.22 0.8800
2019-02-14 2018-12-31 13F AT&T COM 00206R102 695,615 95,742 15.96 19,853 -1.44 0.8470
2018-11-13 2018-09-30 13F AT&T COM 00206R102 599,873 247,980 70.47 20,144 78.28 0.7125
2018-08-14 2018-06-30 13F AT&T COM 00206R102 351,893 13,600 4.02 11,299 -6.31 0.4333
2018-05-11 2018-03-31 13F AT&T COM 00206R102 338,293 -15,573 -4.40 12,060 -12.35 0.4626
2018-02-13 2017-12-31 13F AT&T COM 00206R102 353,866 6,299 1.81 13,759 1.07 0.5176
2017-11-13 2017-09-30 13F AT&T COM 00206R102 347,567 -6,983 -1.97 13,614 1.77 0.5236
2017-08-04 2017-06-30 13F AT&T COM 00206R102 354,550 -48 -0.01 13,377 -9.21 0.5249
2017-05-11 2017-03-31 13F AT&T COM 00206R102 354,598 -12,594 -3.43 14,734 -5.65 0.5869
2017-02-15 2016-12-31 13F AT&T COM 00206R102 367,192 -5,535 -1.49 15,616 3.16 0.6461
2016-11-15 2016-09-30 13F/A-1 AT&T COM 00206R102 372,727 -2,118 -0.57 15,137 -6.54 0.6156
2016-11-14 2016-09-30 13F AT&T COM 00206R102 374,845 0 16,197 0.6608
2016-08-01 2016-06-30 13F AT&T COM 00206R102 374,845 4,598 1.24 16,197 11.68 0.6608
2016-05-13 2016-03-31 13F AT&T COM 00206R102 370,247 50,295 15.72 14,503 31.73 0.5905
2016-02-12 2015-12-31 13F AT&T COM 00206R102 319,952 -7,267 -2.22 11,010 3.27 0.4343
2015-11-12 2015-09-30 13F AT&T COM 00206R102 327,219 -4,234 -1.28 10,661 -9.45 0.4132
2015-08-13 2015-06-30 13F AT&T COM 00206R102 331,453 -16,578 -4.76 11,773 3.61 0.3896
2015-05-12 2015-03-31 13F AT&T COM 00206R102 348,031 23,745 7.32 11,363 4.31 0.3669
2015-02-10 2014-12-31 13F AT&T COM 00206R102 324,286 324,286 10,893 0.3522
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.