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 Q2	$7.63K	Sell	46 -11	-19%	-$1.98K	﹤0.01%	316
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

Other funds holding AMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Bellevue Asset Management's AMT Position: Q2 2026 in Review

Bellevue Asset Management reduced its American Tower (AMT) stake by 19% in Q2 2026, selling an estimated $1.98K and leaving 46 shares worth $7.63K. The position accounts for ﹤0.01% of the portfolio, ranked #316.

Bellevue Asset Management first reported a position in AMT in Q3 2021 and has held it in 20 quarters since. The position peaked at $15K in Q4 2021. 1,758 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

Bellevue Asset Management held 46 shares of American Tower worth $7.63K as of Q2 2026.
Bellevue Asset Management sold 11 American Tower shares in Q2 2026, an estimated $1.98K.
American Tower made up ﹤0.01% of Bellevue Asset Management's portfolio in Q2 2026, its #316 holding.
Bellevue Asset Management first reported a position in American Tower in Q3 2021 and has held it in 20 quarters since.
Bellevue Asset Management's American Tower position peaked at $15K in Q4 2021.
1,758 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.