Bartlett & Co Wealth Management’s SBA Communications SBAC Stock Holding History

Bartlett & Co Wealth Management’s Portfolio SBAC Stock Details SBAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$654	Sell	3 -17	-85%	-$3.19K	﹤0.01%	1159
2025 Q4	$3.87K	Buy	20 +2	+11%	+$386	﹤0.01%	1049
2025 Q3	$3.48K	Buy	18 +3	+20%	+$650	﹤0.01%	1044
2025 Q2	$3.52K	Buy	15 +14	+1,400%	+$3.21K	﹤0.01%	1041
2025 Q1	$220	Buy	+1	New	+$209	﹤0.01%	1165
2023 Q2	–	Sell	-77	Closed	-$20.1K	–	1179
2023 Q1	$20.1K	Hold	77	–	–	﹤0.01%	711
2022 Q4	$21.6K	Sell	77 -145	-65%	-$40.4K	﹤0.01%	709
2022 Q3	$63.2K	Hold	222	–	–	﹤0.01%	528
2022 Q2	$71.1K	Hold	222	–	–	﹤0.01%	518
2022 Q1	$76.4K	Buy	+222	New	+$72K	﹤0.01%	522
2021 Q4	–	Sell	-222	Closed	-$73.4K	–	786
2021 Q3	$73.4K	Hold	222	–	–	﹤0.01%	462
2021 Q2	$70.8K	Hold	222	–	–	﹤0.01%	455
2021 Q1	$61.6K	Hold	222	–	–	﹤0.01%	501
2020 Q4	$62.6K	Hold	222	–	–	﹤0.01%	497
2020 Q3	$70.7K	Hold	222	–	–	﹤0.01%	440
2020 Q2	$65.6K	Hold	222	–	–	﹤0.01%	450
2020 Q1	$61.9K	Hold	222	–	–	﹤0.01%	426
2019 Q4	$52.1K	Hold	222	–	–	﹤0.01%	523
2019 Q3	$54.6K	Buy	+222	New	+$54.9K	﹤0.01%	516

Other funds holding SBAC

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Bartlett & Co Wealth Management's SBAC Position: Q1 2026 in Review

Bartlett & Co Wealth Management reduced its SBA Communications (SBAC) stake by 85% in Q1 2026, selling an estimated $3.19K and leaving 3 shares worth $654. The position accounts for ﹤0.01% of the portfolio, ranked #1159.

Bartlett & Co Wealth Management first reported a position in SBAC in Q3 2019 and has held it in 19 quarters since. The position peaked at $76.4K in Q1 2022. 665 funds tracked by Wall St. Rank hold SBAC as of Q1 2026.

Bartlett & Co Wealth Management held 3 shares of SBA Communications worth $654 as of Q1 2026.
Bartlett & Co Wealth Management sold 17 SBA Communications shares in Q1 2026, an estimated $3.19K.
SBA Communications made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #1159 holding.
Bartlett & Co Wealth Management first reported a position in SBA Communications in Q3 2019 and has held it in 19 quarters since.
Bartlett & Co Wealth Management's SBA Communications position peaked at $76.4K in Q1 2022.
665 funds tracked by Wall St. Rank held SBA Communications as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.