AT
AMT icon

Adelphi Trust’s American Tower AMT Stock Holding History

Adelphi Trust’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
Q3 		$320K Buy
1,955
+46
+2% +$7.9K 0.21% 90
2026
Q2 		$312K Buy
1,909
+207
+12% +$37.3K 0.21% 90
2026
Q1 		$294K Buy
1,702
+496
+41% +$89.2K 0.24% 86
2025
Q4 		$212K Buy
+1,206
New +$219K 0.17% 95

Other funds holding AMT

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
GPI
General Partner Inc Pittsburgh, Pennsylvania $187M AUM 17.35% 1-Year Est. Return

Adelphi Trust's AMT Position: Q3 2026 in Review

Adelphi Trust increased its American Tower (AMT) stake by 2.4% in Q3 2026, buying an estimated $7.9K and bringing the position to 1,955 shares worth $320K. The position accounts for 0.21% of the portfolio, ranked #90.

Adelphi Trust first reported a position in AMT in Q4 2025 and has held it in 4 quarters since. 25 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

  • Adelphi Trust held 1,955 shares of American Tower worth $320K as of Q3 2026.
  • Adelphi Trust bought 46 American Tower shares in Q3 2026, an estimated $7.9K.
  • American Tower made up 0.21% of Adelphi Trust's portfolio in Q3 2026, its #90 holding.
  • Adelphi Trust first reported a position in American Tower in Q4 2025 and has held it in 4 quarters since.
  • 25 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Adelphi Trust's 13F filing for Q3 2026, filed 5 Oct 2026.