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BAM
Bellevue Asset Management’s
American Tower
AMT
Stock Holding History
Bellevue Asset Management’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
$9.85K
Buy
57
+1
+2%
+$180
﹤0.01%
284
2025
Q4
$9.92K
Hold
56
–
–
﹤0.01%
281
2025
Q3
$10.8K
Buy
56
+1
+2%
+$208
0.01%
276
2025
Q2
$12.3K
Hold
55
–
–
0.01%
269
2025
Q1
$12K
Buy
55
+1
+2%
+$196
0.01%
265
2024
Q4
$10K
Hold
54
–
–
0.01%
279
2024
Q3
$12.6K
Buy
54
+1
+2%
+$222
0.01%
260
2024
Q2
$10.5K
Hold
53
–
–
0.01%
265
2024
Q1
$10.5K
Buy
53
+1
+2%
+$199
0.01%
254
2023
Q4
$11.4K
Hold
52
–
–
0.01%
258
2023
Q3
$8.62K
Buy
52
+1
+2%
+$183
0.01%
264
2023
Q2
$10.1K
Hold
51
–
–
0.01%
267
2023
Q1
$10.5K
Hold
51
–
–
0.01%
271
2022
Q4
$10.8K
Hold
51
–
–
0.01%
271
2022
Q3
$11K
Buy
51
+1
+2%
+$257
0.01%
270
2022
Q2
$13K
Hold
50
–
–
0.01%
270
2022
Q1
$13K
Hold
50
–
–
0.01%
294
2021
Q4
$15K
Hold
50
–
–
0.01%
294
2021
Q3
$13K
Buy
+50
New
+$14.3K
0.01%
311
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1-Year Est. Return
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$4.04T AUM
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$1.91T AUM
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$2.9T AUM
29.55%
1-Year Est. Return
JP Morgan Chase
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$1.47T AUM
27.86%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Cohen & Steers
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$57.6B AUM
8.03%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Deutsche Bank
Frankfurt Am Main Ge, Germany
$303B AUM
30.15%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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