Schwartz Investment Counsel’s SBA Communications SBAC Stock Holding History

Schwartz Investment Counsel’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	$6.88M	Sell	40,000 -124,000	-76%	-$23.2M	0.24%	72
2025 Q4	$31.7M	Sell	164,000 -45,000	-22%	-$8.69M	1.11%	34
2025 Q3	$40.4M	Sell	209,000 -65,000	-24%	-$14.1M	1.36%	25
2025 Q2	$64.3M	Hold	274,000	–	–	2.12%	12
2025 Q1	$60.3M	Hold	274,000	–	–	2.07%	15
2024 Q4	$55.8M	Hold	274,000	–	–	2.01%	16
2024 Q3	$66M	Hold	274,000	–	–	2.35%	11
2024 Q2	$53.8M	Buy	274,000 +25,000	+10%	+$4.95M	1.99%	17
2024 Q1	$54M	Hold	249,000	–	–	1.97%	16
2023 Q4	$63.2M	Buy	249,000 +55,000	+28%	+$12.3M	2.47%	13
2023 Q3	$38.8M	Buy	194,000 +85,000	+78%	+$18.9M	1.66%	20
2023 Q2	$25.3M	Buy	109,000 +33,000	+43%	+$7.89M	1.07%	37
2023 Q1	$19.8M	Hold	76,000	–	–	0.87%	41
2022 Q4	$21.3M	Hold	76,000	–	–	0.97%	38
2022 Q3	$21.6M	Hold	76,000	–	–	1.11%	34
2022 Q2	$24.3M	Sell	76,000 -10,000	-12%	-$3.37M	1.18%	36
2022 Q1	$29.6M	Sell	86,000 -30,000	-26%	-$9.73M	1.24%	33
2021 Q4	$45.1M	Hold	116,000	–	–	1.75%	22
2021 Q3	$38.3M	Hold	116,000	–	–	1.58%	26
2021 Q2	$37M	Sell	116,000 -3,176	-3%	-$952K	1.49%	25
2021 Q1	$33.1M	Hold	119,176	–	–	1.44%	28
2020 Q4	$33.6M	Hold	119,176	–	–	1.53%	27
2020 Q3	$38M	Hold	119,176	–	–	1.92%	19
2020 Q2	$35.5M	Buy	119,176 +3,176	+3%	+$937K	1.93%	18
2020 Q1	$31.3M	Sell	116,000 -34,000	-23%	-$8.97M	2.08%	15
2019 Q4	$36.1M	Hold	150,000	–	–	1.71%	18
2019 Q3	$36.2M	Sell	150,000 -18,000	-11%	-$4.45M	1.84%	18
2019 Q2	$37.8M	Hold	168,000	–	–	1.94%	16
2019 Q1	$33.5M	Buy	168,000 +20,000	+14%	+$3.63M	1.79%	19
2018 Q4	$24M	Buy	148,000 +88,000	+147%	+$14.3M	1.48%	28
2018 Q3	$9.64M	Buy	+60,000	New	+$9.56M	0.51%	61

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

Schwartz Investment Counsel's SBAC Position: Q1 2026 in Review

Schwartz Investment Counsel reduced its SBA Communications (SBAC) stake by 76% in Q1 2026, selling an estimated $23.2M and leaving 40,000 shares worth $6.88M. The position accounts for 0.24% of the portfolio, ranked #72.

Schwartz Investment Counsel first reported a position in SBAC in Q3 2018 and has held it in 31 quarters since. The position peaked at $66M in Q3 2024. 665 funds tracked by Wall St. Rank hold SBAC as of Q1 2026.

Schwartz Investment Counsel held 40,000 shares of SBA Communications worth $6.88M as of Q1 2026.
Schwartz Investment Counsel sold 124,000 SBA Communications shares in Q1 2026, an estimated $23.2M.
SBA Communications made up 0.24% of Schwartz Investment Counsel's portfolio in Q1 2026, its #72 holding.
Schwartz Investment Counsel first reported a position in SBA Communications in Q3 2018 and has held it in 31 quarters since.
Schwartz Investment Counsel's SBA Communications position peaked at $66M in Q3 2024.
665 funds tracked by Wall St. Rank held SBA Communications as of Q1 2026.

Based on Schwartz Investment Counsel's 13F filing for Q1 2026, filed 4 May 2026.