AT&T Inc.
CH ˙ SWX ˙ US00206R1023
SecurityCH:T / AT&T Inc.
InstitutionJoel Isaacson & Co., LLC
Latest Disclosed Ownership56,732 shares
Latest Disclosed Value $ 1,644,675
Joel Isaacson & Co., LLC reports 3.65% increase in ownership of T / AT&T Inc.

On April 22, 2026 - Joel Isaacson & Co., LLC filed a 13F-HR form disclosing ownership of 56,732 shares of AT&T Inc. (CH:T) valued at $1,644,675 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 54,735 shares of AT&T Inc.. This represents a change in shares of 3.65% 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)
2026-04-22 2026-03-31 13F AT&T COM 00206R102 56,732 1,997 3.65 1,645 20.97 0.0545
2026-01-30 2025-12-31 13F AT&T COM 00206R102 54,735 -3,892 -6.64 1,360 -17.89 0.0449
2025-10-30 2025-09-30 13F AT&T COM 00206R102 58,627 4,108 7.53 1,656 4.95 0.0597
2025-07-23 2025-06-30 13F AT&T COM 00206R102 54,519 -430 -0.78 1,578 1.55 0.0642
2025-04-25 2025-03-31 13F AT&T COM 00206R102 54,949 1,715 3.22 1,554 28.14 0.0704
2025-01-28 2024-12-31 13F AT&T COM 00206R102 53,234 3,551 7.15 1,212 10.89 0.0546
2024-10-23 2024-09-30 13F AT&T COM 00206R102 49,683 -811 -1.61 1,093 13.38 0.0521
2024-07-24 2024-06-30 13F AT&T COM 00206R102 50,494 3,030 6.38 965 15.45 0.0507
2024-04-30 2024-03-31 13F AT&T COM 00206R102 47,464 741 1.59 835 6.51 0.0458
2024-02-12 2023-12-31 13F/A-1 AT&T COM 00206R102 46,723 -11,432 -19.66 784 -10.19 0.0481
2024-01-25 2023-12-31 13F AT&T COM 00206R102 46,723 -11,432 784 0.0481
2023-10-24 2023-09-30 13F AT&T COM 00206R102 58,155 -12,945 -18.21 873 -23.02 0.0598
2023-07-27 2023-06-30 13F AT&T COM 00206R102 71,100 885 1.26 1,134 -16.06 0.0759
2023-04-25 2023-03-31 13F AT&T COM 00206R102 70,215 -2,172 -3.00 1,352 1.43 0.0971
2023-01-27 2022-12-31 13F AT&T COM 00206R102 72,387 3,100 4.47 1,333 25.31 0.1026
2022-10-14 2022-09-30 13F AT&T COM 00206R102 69,287 14,913 27.43 1,063 -6.75 0.0918
2022-07-15 2022-06-30 13F AT&T COM 00206R102 54,374 2,878 5.59 1,140 13.77 0.0957
2022-04-21 2022-03-31 13F AT&T COM 00206R102 51,496 2,273 4.62 1,002 -17.26 0.0737
2022-01-19 2021-12-31 13F AT&T COM 00206R102 49,223 -3,327 -6.33 1,211 -14.66 0.0832
2021-10-21 2021-09-30 13F AT&T COM 00206R102 52,550 -1,880 -3.45 1,419 -9.39 0.1072
2021-07-20 2021-06-30 13F AT&T COM 00206R102 54,430 -2,182 -3.85 1,566 -8.63 0.1218
2021-04-23 2021-03-31 13F AT&T COM 00206R102 56,612 1,746 3.18 1,714 8.62 0.1503
2021-01-22 2020-12-31 13F AT&T COM 00206R102 54,866 -8,533 -13.46 1,578 -12.72 0.1545
2020-10-14 2020-09-30 13F AT&T COM 00206R102 63,399 431 0.68 1,808 -5.04 0.2350
2020-07-21 2020-06-30 13F AT&T COM 00206R102 62,968 -1,660 -2.57 1,904 1.06 0.2711
2020-04-21 2020-03-31 13F AT&T COM 00206R102 64,628 -801 -1.22 1,884 -26.32 0.3280
2020-01-24 2019-12-31 13F AT&T COM 00206R102 65,429 6,397 10.84 2,557 14.46 0.3358
2019-10-15 2019-09-30 13F AT&T COM 00206R102 59,032 -19,765 -25.08 2,234 -15.38 0.3183
2019-07-11 2019-06-30 13F AT&T COM 00206R102 78,797 -22,630 -22.31 2,640 -17.01 0.3843
2019-04-09 2019-03-31 13F AT&T COM 00206R102 101,427 -63 -0.06 3,181 1.53 0.4641
2019-01-18 2018-12-31 13F AT&T COM 00206R102 101,490 26,270 34.92 3,133 24.03 0.4964
2018-10-19 2018-09-30 13F AT&T COM 00206R102 75,220 -1,867 -2.42 2,526 2.06 0.3971
2018-08-01 2018-06-30 13F AT&T COM 00206R102 77,087 3,650 4.97 2,475 -5.46 0.4145
2018-05-01 2018-03-31 13F AT&T COM 00206R102 73,437 3,670 5.26 2,618 -3.50 0.4567
2018-01-30 2017-12-31 13F AT&T COM 00206R102 69,767 -9,861 -12.38 2,713 -13.02 0.4708
2017-11-02 2017-09-30 13F AT&T COM 00206R102 79,628 -2,772 -3.36 3,119 0.32 0.5706
2017-08-01 2017-06-30 13F AT&T COM 00206R102 82,400 1,675 2.07 3,109 -7.30 0.5878
2017-05-05 2017-03-31 13F AT&T COM 00206R102 80,725 -31,491 -28.06 3,354 -29.73 0.6580
2017-01-23 2016-12-31 13F A T & T COM 00206R102 112,216 -194 -0.17 4,773 4.56 0.9601
2016-10-25 2016-09-30 13F A T & T COM 00206R102 112,410 -21,226 -15.88 4,565 -20.94 0.9376
2016-07-22 2016-06-30 13F A T & T COM 00206R102 133,636 79,068 144.90 5,774 170.19 1.2286
2016-04-18 2016-03-31 13F A T & T COM 00206R102 54,568 -452 -0.82 2,137 12.89 0.4719
2016-01-15 2015-12-31 13F A T & T COM 00206R102 55,020 4,982 9.96 1,893 16.13 0.4649
2015-10-21 2015-09-30 13F A T & T COM 00206R102 50,038 2,812 5.95 1,630 -2.80 0.4351
2015-07-27 2015-06-30 13F A T & T COM 00206R102 47,226 -5,537 -10.49 1,677 -2.67 0.4298
2015-04-14 2015-03-31 13F A T & T INC COM 00206R102 52,763 20,423 63.15 1,723 58.66 0.4345
2015-01-09 2014-12-31 13F A T & T INC COM 00206R102 32,340 -10,719 -24.89 1,086 -28.41 0.2920
2014-10-22 2014-09-30 13F A T & T INC COM 00206R102 43,059 34 0.08 1,517 -0.26 0.4638
2014-07-21 2014-06-30 13F A T & T INC COM 00206R102 43,025 444 1.04 1,521 1.88 0.4761
2014-04-14 2014-03-31 13F/A-1 A T & T INC COM 00206R102 42,581 -277 -0.65 1,493 -0.93 0.5010
2014-04-11 2014-03-31 13F A T & T INC COM 00206R102 1,910 122
2014-02-12 2013-12-31 13F A T & T INC COM 00206R102 42,858 6,148 16.75 1,507 21.34 0.5471
2014-02-26 2013-09-30 13F A T & T INC COM 00206R102 36,710 2,237 6.49 1,242 1.80 0.5073
2014-03-03 2013-06-30 13F A T & T INC COM 00206R102 34,473 2,211 6.85 1,220 3.04 0.5738
2014-03-03 2013-03-31 13F A T & T INC COM 00206R102 32,262 594 1.88 1,184 10.86 0.5998
2014-03-07 2012-12-31 13F A T & T INC COM 00206R102 31,668 31,668 1,068 0.6962
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.