AT&T Inc.
MX ˙ BMV ˙ US00206R1023
SecurityMX:T / AT&T Inc.
InstitutionWest Wealth Group, LLC
Latest Disclosed Ownership11,795 shares
Latest Disclosed Value $ 341,952
West Wealth Group, LLC reports 2.25% increase in ownership of T / AT&T Inc.

On May 11, 2026 - West Wealth Group, LLC filed a 13F-HR form disclosing ownership of 11,795 shares of AT&T Inc. (MX:T) valued at $341,952 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 11,536 shares of AT&T Inc.. This represents a change in shares of 2.25% 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 11,795 259 2.25 342 19.23 0.0676
2026-01-26 2025-12-31 13F AT&T COM 00206R102 11,536 -1,791 -13.44 287 -17.58 0.0595
2025-10-27 2025-09-30 13F AT&T COM 00206R102 13,327 478 3.72 347 -1.70 0.0783
2025-08-13 2025-06-30 13F AT&T COM 00206R102 12,849 390 3.13 353 -0.28 0.0878
2025-05-05 2025-03-31 13F AT&T COM 00206R102 12,459 316 2.60 355 28.26 0.1049
2025-01-22 2024-12-31 13F AT&T COM 00206R102 12,143 -1,254 -9.36 276 -6.12 0.0825
2024-10-23 2024-09-30 13F AT&T COM 00206R102 13,397 51 0.38 295 15.29 0.0955
2024-08-01 2024-06-30 13F AT&T COM 00206R102 13,346 2,386 21.77 255 32.81 0.0902
2024-05-08 2024-03-31 13F AT&T COM 00206R102 10,960 128 1.18 193 6.08 0.0715
2024-01-18 2023-12-31 13F AT&T COM 00206R102 10,832 -250 -2.26 182 9.04 0.0717
2023-10-06 2023-09-30 13F AT&T COM 00206R102 11,082 132 1.21 166 -4.60 0.0726
2023-07-26 2023-06-30 13F AT&T COM 00206R102 10,950 454 4.33 175 -13.86 0.0739
2023-04-06 2023-03-31 13F AT&T COM 00206R102 10,496 10,496 202 0.0935
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.