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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
Q2 		$6.87K Sell
42
-56
-57% -$10.1K ﹤0.01% 847
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Bell Investment Advisors's AMT Position: Q2 2026 in Review

Bell Investment Advisors reduced its American Tower (AMT) stake by 57% in Q2 2026, selling an estimated $10.1K and leaving 42 shares worth $6.87K. The position accounts for ﹤0.01% of the portfolio, ranked #847.

Bell Investment Advisors first reported a position in AMT in Q3 2021 and has held it in 19 quarters since. The position peaked at $36.7K in Q2 2025. 1,758 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Bell Investment Advisors held 42 shares of American Tower worth $6.87K as of Q2 2026.
  • Bell Investment Advisors sold 56 American Tower shares in Q2 2026, an estimated $10.1K.
  • American Tower made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #847 holding.
  • Bell Investment Advisors first reported a position in American Tower in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's American Tower position peaked at $36.7K in Q2 2025.
  • 1,758 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.