AT&T Inc.
CH ˙ SWX ˙ US00206R1023
SecurityCH:T / AT&T Inc.
InstitutionMeridian Wealth Advisors, LLC
Latest Disclosed Ownership32,941 shares
Latest Disclosed Value $ 954,960
Meridian Wealth Advisors, LLC reports 2.72% decrease in ownership of T / AT&T Inc.

On May 11, 2026 - Meridian Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 32,941 shares of AT&T Inc. (CH:T) valued at $954,960 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 33,862 shares of AT&T Inc.. This represents a change in shares of -2.72% 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)
2026-05-11 2026-03-31 13F AT&T COM 00206R102 32,941 -921 -2.72 955 13.44 0.1263
2026-02-17 2025-12-31 13F AT&T COM 00206R102 33,862 -193 -0.57 841 -12.49 0.1165
2025-11-12 2025-09-30 13F AT&T COM 00206R102 34,055 0 0.00 962 -2.44 0.1365
2025-08-12 2025-06-30 13F AT&T COM 00206R102 34,055 0 0.00 986 2.28 0.1558
2025-05-05 2025-03-31 13F AT&T COM 00206R102 34,055 0 0.00 963 24.26 0.1635
2025-02-11 2024-12-31 13F AT&T COM 00206R102 34,055 0 0.00 775 3.47 0.1279
2024-10-24 2024-09-30 13F AT&T COM 00206R102 34,055 0 0.00 749 15.23 0.1253
2024-08-02 2024-06-30 13F AT&T COM 00206R102 34,055 4,526 15.33 651 25.24 0.1161
2024-05-10 2024-03-31 13F AT&T COM 00206R102 29,529 120 0.41 520 5.27 0.0976
2024-02-06 2023-12-31 13F AT&T COM 00206R102 29,409 241 0.83 493 12.56 0.1081
2023-11-13 2023-09-30 13F AT&T COM 00206R102 29,168 -1,864 -6.01 438 -11.34 0.1095
2023-08-02 2023-06-30 13F AT&T COM 00206R102 31,032 -3,000 -8.82 495 -24.58 0.1197
2023-05-02 2023-03-31 13F AT&T COM 00206R102 34,032 -824 -2.36 655 2.18 0.1640
2023-01-23 2022-12-31 13F AT&T COM 00206R102 34,856 -7,975 -18.62 642 -2.44 0.1654
2022-10-19 2022-09-30 13F AT&T COM 00206R102 42,831 1,554 3.76 657 -24.05 0.1850
2022-07-26 2022-06-30 13F AT&T COM 00206R102 41,277 41,277 865 0.2299
2022-02-02 2021-12-31 13F AT&T COM 00206R102 0 -11,809 -100.00 0 -100.00
2021-11-12 2021-09-30 13F AT&T COM 00206R102 11,809 -2,662 -18.40 319 -23.32 0.0889
2021-08-10 2021-06-30 13F AT&T COM 00206R102 14,471 -1,497 -9.38 416 -13.87 0.1178
2021-05-07 2021-03-31 13F AT&T COM 00206R102 15,968 -47 -0.29 483 4.77 0.1604
2021-05-07 2020-12-31 13F/A-1 AT&T COM 00206R102 16,015 740 4.84 461 5.98 0.1682
2021-02-16 2020-12-31 13F AT&T COM 00206R102 11,421 -3,854 447 0.2756
2020-11-16 2020-09-30 13F AT&T COM 00206R102 15,275 1,251 8.92 435 2.59 0.1870
2020-08-14 2020-06-30 13F AT&T COM 00206R102 14,024 -880 -5.90 424 -2.30 0.1960
2020-05-15 2020-03-31 13F AT&T COM 00206R102 14,904 510 3.54 434 -22.91 0.2399
2020-02-12 2019-12-31 13F AT&T COM 00206R102 14,394 647 4.71 563 8.27 0.2218
2019-11-08 2019-09-30 13F AT&T COM 00206R102 13,747 1,650 13.64 520 22.93 0.2225
2019-08-08 2019-06-30 13F AT&T COM 00206R102 12,097 -475 -3.78 423 7.36 0.2951
2019-05-07 2019-03-31 13F AT&T COM 00206R102 12,572 1,276 11.30 394 22.36 0.2872
2019-02-14 2018-12-31 13F AT&T COM 00206R102 11,296 11,296 322 0.2472
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.