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 Q2	$7.06M	Hold	40,000	–	–	0.23%	76
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 $191B AUM 17.5% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Schwartz Investment Counsel's SBAC Position: Q2 2026 in Review

Schwartz Investment Counsel held its SBA Communications (SBAC) position steady in Q2 2026 at 40,000 shares worth $7.06M. The position accounts for 0.23% of the portfolio, ranked #76.

Schwartz Investment Counsel first reported a position in SBAC in Q3 2018 and has held it in 32 quarters since. The position peaked at $66M in Q3 2024. 683 funds tracked by Wall St. Rank hold SBAC as of Q2 2026.

Schwartz Investment Counsel held 40,000 shares of SBA Communications worth $7.06M as of Q2 2026.
Schwartz Investment Counsel left its SBA Communications share count unchanged in Q2 2026.
SBA Communications made up 0.23% of Schwartz Investment Counsel's portfolio in Q2 2026, its #76 holding.
Schwartz Investment Counsel first reported a position in SBA Communications in Q3 2018 and has held it in 32 quarters since.
Schwartz Investment Counsel's SBA Communications position peaked at $66M in Q3 2024.
683 funds tracked by Wall St. Rank held SBA Communications as of Q2 2026.

Based on Schwartz Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.