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BAM Wealth Management’s Charter Communications CHTR Stock Holding History

BAM Wealth Management’s Portfolio CHTR Stock Details CHTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,492
Closed -$311K – 161
2025
Q4 		$311K Buy
1,492
+382
+34% +$85.9K 0.23% 107
2025
Q3 		$305K Buy
+1,110
New +$335K 0.24% 99

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BAM Wealth Management's CHTR Position: Q1 2026 in Review

BAM Wealth Management sold out of Charter Communications (CHTR) in Q1 2026, closing a stake of 1,492 shares — an estimated $311K sold.

BAM Wealth Management first reported a position in CHTR in Q3 2025 and held it in 2 quarters. The position peaked at $311K in Q4 2025. 789 funds tracked by Wall St. Rank hold CHTR as of Q1 2026.

  • BAM Wealth Management reported no remaining Charter Communications position as of Q1 2026 after selling out during the quarter.
  • BAM Wealth Management sold 1,492 Charter Communications shares in Q1 2026, an estimated $311K.
  • BAM Wealth Management first reported a position in Charter Communications in Q3 2025 and held it in 2 quarters.
  • BAM Wealth Management's Charter Communications position peaked at $311K in Q4 2025.
  • 789 funds tracked by Wall St. Rank held Charter Communications as of Q1 2026.

Based on BAM Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.