Agate Pass Investment Management’s American Tower AMT Stock Holding History

Agate Pass Investment 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	$240K	Hold	1,470	–	–	0.09%	99
2026 Q1	$254K	Hold	1,470	–	–	0.1%	94
2025 Q4	$258K	Hold	1,470	–	–	0.1%	96
2025 Q3	$283K	Sell	1,470 -48	-3%	-$10K	0.11%	97
2025 Q2	$336K	Hold	1,518	–	–	0.14%	96
2025 Q1	$330K	Sell	1,518 -48	-3%	-$9.42K	0.14%	99
2024 Q4	$287K	Hold	1,566	–	–	0.13%	101
2024 Q3	$364K	Hold	1,566	–	–	0.18%	79
2024 Q2	$304K	Sell	1,566 -25	-2%	-$4.67K	0.16%	83
2024 Q1	$314K	Hold	1,591	–	–	0.17%	81
2023 Q4	$343K	Hold	1,591	–	–	0.2%	78
2023 Q3	$262K	Sell	1,591 -352	-18%	-$64.3K	0.18%	77
2023 Q2	$377K	Hold	1,943	–	–	0.23%	75
2023 Q1	$397K	Hold	1,943	–	–	0.26%	78
2022 Q4	$412K	Hold	1,943	–	–	0.29%	75
2022 Q3	$417K	Hold	1,943	–	–	0.32%	71
2022 Q2	$497K	Hold	1,943	–	–	0.35%	70
2022 Q1	$488K	Hold	1,943	–	–	0.3%	69
2021 Q4	$568K	Buy	+1,943	New	+$531K	0.35%	64

Other funds holding AMT

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Agate Pass Investment Management's AMT Position: Q2 2026 in Review

Agate Pass Investment Management held its American Tower (AMT) position steady in Q2 2026 at 1,470 shares worth $240K. The position accounts for 0.09% of the portfolio, ranked #99.

Agate Pass Investment Management first reported a position in AMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $568K in Q4 2021. 351 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

Agate Pass Investment Management held 1,470 shares of American Tower worth $240K as of Q2 2026.
Agate Pass Investment Management left its American Tower share count unchanged in Q2 2026.
American Tower made up 0.09% of Agate Pass Investment Management's portfolio in Q2 2026, its #99 holding.
Agate Pass Investment Management first reported a position in American Tower in Q4 2021 and has held it in 19 quarters since.
Agate Pass Investment Management's American Tower position peaked at $568K in Q4 2021.
351 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Agate Pass Investment Management's 13F filing for Q2 2026, filed 8 Jul 2026.