AT&T Inc.
CH ˙ SWX ˙ US00206R1023
SecurityCH:T / AT&T Inc.
InstitutionClean Yield Group
Latest Disclosed Ownership5,192 shares
Latest Disclosed Value $ 150,516
Clean Yield Group reports 26.42% decrease in ownership of T / AT&T Inc.

On April 14, 2026 - Clean Yield Group filed a 13F-HR form disclosing ownership of 5,192 shares of AT&T Inc. (CH:T) valued at $150,516 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 7,056 shares of AT&T Inc.. This represents a change in shares of -26.42% 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)
2026-04-14 2026-03-31 13F AT&T INC COM Stock 00206R102 5,192 -1,864 -26.42 151 -14.29 0.0424
2026-01-26 2025-12-31 13F AT&T INC COM Stock 00206R102 7,056 0 0.00 175 -12.06 0.0487
2025-10-23 2025-09-30 13F AT&T INC COM Stock 00206R102 7,056 963 15.81 199 13.07 0.0563
2025-07-17 2025-06-30 13F AT&T INC COM Stock 00206R102 6,093 0 0.00 176 2.33 0.0527
2025-04-14 2025-03-31 13F AT&T INC COM Stock 00206R102 6,093 -1,026 -14.41 172 6.17 0.0561
2025-01-13 2024-12-31 13F AT&T INC COM Stock 00206R102 7,119 0 0.00 162 3.85 0.0516
2024-10-07 2024-09-30 13F AT&T INC COM Stock 00206R102 7,119 -398 -5.29 157 9.09 0.0496
2024-07-10 2024-06-30 13F AT&T INC COM Stock 00206R102 7,517 -737 -8.93 144 -1.38 0.0537
2024-05-29 2024-03-31 13F AT&T INC COM Stock 00206R102 8,254 -2,400 -22.53 145 -18.54 0.0565
2024-01-24 2023-12-31 13F AT&T INC COM Stock 00206R102 10,654 0 0.00 179 13.38 0.0753
2023-10-12 2023-09-30 13F AT&T INC COM Stock 00206R102 10,654 1,000 10.36 157 2.61 0.0698
2023-07-26 2023-06-30 13F AT&T INC COM Stock 00206R102 9,654 -2,400 -19.91 154 -34.05 0.0634
2023-04-26 2023-03-31 13F AT&T INC COM Stock 00206R102 12,054 -253 -2.06 232 2.65 0.0988
2023-01-31 2022-12-31 13F AT&T INC COM Stock 00206R102 12,307 253 2.10 227 22.16 0.0973
2022-10-31 2022-09-30 13F AT&T INC COM Stock 00206R102 12,054 0 0.00 185 -26.88 0.0859
2022-07-18 2022-06-30 13F AT&T INC COM Stock 00206R102 12,054 0 0.00 253 -11.23 0.1046
2022-04-25 2022-03-31 13F AT&T INC COM Stock 00206R102 12,054 -1,060 -8.08 285 -11.76 0.1007
2022-01-24 2021-12-31 13F AT&T INC COM Stock 00206R102 13,114 0 0.00 323 -8.76 0.1032
2021-10-27 2021-09-30 13F AT&T INC COM Stock 00206R102 13,114 0 0.00 354 -6.10 0.1161
2021-07-26 2021-06-30 13F AT&T INC COM Stock 00206R102 13,114 0 0.00 377 -5.04 0.1281
2021-04-26 2021-03-31 13F AT&T INC COM Stock 00206R102 13,114 -1,569 -10.69 397 -5.92 0.1493
2021-01-26 2020-12-31 13F AT&T INC COM Stock 00206R102 14,683 0 0.00 422 0.72 0.1517
2020-10-16 2020-09-30 13F AT&T INC COM Stock 00206R102 14,683 50 0.34 419 -5.20 0.1699
2020-07-22 2020-06-30 13F AT&T INC COM Stock 00206R102 14,633 0 0.00 442 3.51 0.1910
2020-04-20 2020-03-31 13F AT&T INC COM Stock 00206R102 14,633 -8,777 -37.49 427 -53.33 0.2028
2020-01-17 2019-12-31 13F AT&T INC COM Stock 00206R102 23,410 2,090 9.80 915 13.38 0.2868
2019-10-23 2019-09-30 13F AT&T INC COM Stock 00206R102 21,320 -1,266 -5.61 807 6.61 0.2662
2019-07-22 2019-06-30 13F AT&T INC COM Stock 00206R102 22,586 1,590 7.57 757 15.05 0.2736
2019-04-24 2019-03-31 13F AT&T INC COM Stock 00206R102 20,996 -830 -3.80 658 5.62 0.2664
2019-01-23 2018-12-31 13F AT&T INC COM Stock 00206R102 21,826 4,684 27.32 623 8.16 0.2712
2018-10-22 2018-09-30 13F AT&T INC COM Stock 00206R102 17,142 3,945 29.89 576 35.85 0.2293
2018-07-24 2018-06-30 13F AT&T INC COM Stock 00206R102 13,197 -5,148 -28.06 424 -35.17 0.1756
2018-04-23 2018-03-31 13F AT&T INC COM Stock 00206R102 18,345 1,508 8.96 654 -0.15 0.2762
2018-01-16 2017-12-31 13F AT&T INC COM Stock 00206R102 16,837 -193 -1.13 655 -1.80 0.2593
2017-10-11 2017-09-30 13F AT&T INC COM Stock 00206R102 17,030 -924 -5.15 667 2.30 0.2721
2017-07-17 2017-06-30 13F AT&T INC COM Stock 00206R102 17,954 450 2.57 652 -10.32 0.2727
2017-05-03 2017-03-31 13F AT&T INC COM Stock 00206R102 17,504 -159 -0.90 727 -3.20 0.3063
2017-01-24 2016-12-31 13F AT&T INC COM Stock 00206R102 17,663 -100 -0.56 751 4.16 0.3387
2016-10-28 2016-09-30 13F AT&T INC COM Stock 00206R102 17,763 0 0.00 721 -6.12 0.3134
2016-07-27 2016-06-30 13F AT&T INC COM Stock 00206R102 17,763 -500 -2.74 768 9.56 0.3297
2016-04-15 2016-03-31 13F AT&T INC COM Stock 00206R102 18,263 0 0.00 701 8.68 0.3116
2016-01-27 2015-12-31 13F AT&T Stock 00206R102 18,263 -1,200 -6.17 645 -0.77 0.3182
2015-10-29 2015-09-30 13F AT&T INC COM Stock 00206R102 19,463 -1,504 -7.17 650 -12.75 0.3065
2015-07-31 2015-06-30 13F AT&T INC COM Stock 00206R102 20,967 0 0.00 745 8.76 0.3423
2015-04-24 2015-03-31 13F AT&T INC COM Stock 00206R102 20,967 2,777 15.27 685 6.86 0.2937
2014-10-27 2014-09-30 13F AT&T COM 00206R102 18,190 3,500 23.83 641 23.51 0.3079
2014-07-21 2014-06-30 13F AT&T COM 00206R102 14,690 2,398 19.51 519 20.42 0.2564
2014-04-24 2014-03-31 13F AT&T COM 00206R102 12,292 -259 -2.06 431 -2.27 0.2229
2014-01-31 2013-12-31 13F AT&T COM 00206R102 12,551 -107 -0.85 441 3.04 0.2360
2013-10-24 2013-09-30 13F AT&T COM 00206R102 12,658 -1,067 -7.77 428 -11.93 0.2318
2013-10-24 2013-06-30 13F AT&T COM 00206R102 13,725 13,725 486 0.2778
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.