Bell Investment Advisors’s American Tower AMT Stock Holding History

Bell Investment Advisors’s Portfolio AMT Stock Details AMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$16.9K	Sell	98 -70	-42%	-$12.6K	﹤0.01%	492
2025 Q4	$29.5K	Buy	168 +33	+24%	+$6K	﹤0.01%	345
2025 Q3	$26K	Sell	135 -31	-19%	-$6.46K	﹤0.01%	355
2025 Q2	$36.7K	Buy	166 +23	+16%	+$4.97K	0.01%	289
2025 Q1	$31.1K	Sell	143 -5	-3%	-$981	0.01%	289
2024 Q4	$27.1K	Buy	148 +26	+21%	+$5.39K	0.01%	319
2024 Q3	$28.4K	Buy	122 +4	+3%	+$887	0.01%	326
2024 Q2	$22.9K	Buy	118 +9	+8%	+$1.68K	﹤0.01%	367
2024 Q1	$21.5K	Sell	109 -3	-3%	-$598	﹤0.01%	367
2023 Q4	$24.2K	Buy	112 +33	+42%	+$6.24K	0.01%	313
2023 Q3	$13K	Sell	79 -18	-19%	-$3.29K	﹤0.01%	414
2023 Q2	$18.8K	Buy	97 +4	+4%	+$782	﹤0.01%	327
2023 Q1	$19K	Sell	93 -31	-25%	-$6.5K	﹤0.01%	315
2022 Q4	$26.3K	Buy	124 +3	+2%	+$624	0.01%	252
2022 Q3	$26K	Buy	121 +2	+2%	+$514	0.01%	218
2022 Q2	$30K	Buy	+119	New	+$29.9K	0.01%	192
2021 Q4	$32K	Buy	109 +9	+9%	+$2.46K	0.01%	213
2021 Q3	$27K	Buy	+100	New	+$28.5K	0.01%	225

Other funds holding AMT

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Bell Investment Advisors's AMT Position: Q1 2026 in Review

Bell Investment Advisors reduced its American Tower (AMT) stake by 42% in Q1 2026, selling an estimated $12.6K and leaving 98 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

Bell Investment Advisors first reported a position in AMT in Q3 2021 and has held it in 18 quarters since. The position peaked at $36.7K in Q2 2025. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Bell Investment Advisors held 98 shares of American Tower worth $16.9K as of Q1 2026.
Bell Investment Advisors sold 70 American Tower shares in Q1 2026, an estimated $12.6K.
American Tower made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #492 holding.
Bell Investment Advisors first reported a position in American Tower in Q3 2021 and has held it in 18 quarters since.
Bell Investment Advisors's American Tower position peaked at $36.7K in Q2 2025.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.