Position in AMX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$201,630
+$24,975 QoQ
Shares Held
7,758
-28.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#240
of 354 holders
Holding Since
Sep 2024
2 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in AMX Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026EP Wealth Advisors, LLC holds $18,699,501 across 13 Telecom Services names. AMX ranks #11 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
172,916 | $7,321,263 | |
| 2 | T |
At&T Inc.
|
264,001 | $5,464,820 | |
| 3 | CMCSA |
Comcast Corp
|
76,536 | $1,878,958 | |
| 4 | TMUS |
T-Mobile US, Inc.
|
10,681 | $1,791,524 | |
| 5 | IRDM |
Iridium Communications Inc.
|
9,459 | $518,826 | |
| 6 | CHTR |
Charter Communications, Inc. /Mo/
|
2,125 | $302,196 | |
| 7 | GSAT |
Globalstar, Inc.
|
3,239 | $263,298 | |
| 8 | BCE |
Bce Inc
|
11,714 | $251,968 |
All Filings in AMX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,630 | 7,758 | Shares | Sole | 2026-08-12 | |
| 2024-09-30 | $176,655 | 10,798 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||