Alpha Omega Wealth Management’s American Tower AMT Stock Holding History

Alpha Omega Wealth 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	$1.96M	Buy	11,957 +90	+0.8%	+$16.2K	0.3%	92
2026 Q1	$2.05M	Buy	11,867 +55	+0.5%	+$9.9K	0.33%	82
2025 Q4	$2.07M	Hold	11,812	–	–	0.34%	84
2025 Q3	$2.27M	Hold	11,812	–	–	0.38%	80
2025 Q2	$2.61M	Hold	11,812	–	–	0.47%	66
2025 Q1	$2.57M	Buy	11,812 +1,335	+13%	+$262K	0.49%	67
2024 Q4	$1.92M	Buy	10,477 +356	+4%	+$73.8K	0.36%	82
2024 Q3	$2.35M	Hold	10,121	–	–	0.43%	80
2024 Q2	$1.97M	Sell	10,121 -3	-0%	-$561	0.38%	81
2024 Q1	$2M	Sell	10,124 -12	-0.1%	-$2.39K	0.37%	84
2023 Q4	$2.19M	Hold	10,136	–	–	0.36%	78
2023 Q3	$1.67M	Hold	10,136	–	–	0.29%	85
2023 Q2	$1.97M	Hold	10,136	–	–	0.33%	85
2023 Q1	$2.07M	Hold	10,136	–	–	0.36%	78
2022 Q4	$2.15M	Hold	10,136	–	–	0.38%	77
2022 Q3	$2.18M	Sell	10,136 -420	-4%	-$108K	0.42%	71
2022 Q2	$2.7M	Sell	10,556 -545	-5%	-$137K	0.48%	60
2022 Q1	$2.79M	Sell	11,101 -100	-0.9%	-$24.4K	0.44%	66
2021 Q4	$2.86M	Sell	11,201 -72	-0.6%	-$19.7K	0.44%	68
2021 Q3	$2.99M	Sell	11,273 -629	-5%	-$179K	0.49%	59
2021 Q2	$3.21M	Sell	11,902 -529	-4%	-$135K	0.53%	55
2021 Q1	$2.97M	Buy	12,431 +28	+0.2%	+$6.24K	0.52%	58
2020 Q4	$2.78M	Sell	12,403 -1,052	-8%	-$245K	0.47%	58
2020 Q3	$3.25M	Hold	13,455	–	–	0.46%	42
2020 Q2	$3.48M	Sell	13,455 -120	-0.9%	-$29.7K	0.53%	35
2020 Q1	$2.96M	Sell	13,575 -145	-1%	-$33.7K	0.54%	35
2019 Q4	$3.15M	Buy	13,720 +205	+2%	+$44.7K	0.51%	50
2019 Q3	$2.78M	Buy	13,515 +13,430	+15,800%	+$2.93M	0.45%	56
2019 Q2	$17K	Hold	85	–	–	0.01%	386
2019 Q1	$17K	Hold	85	–	–	0.01%	371
2018 Q4	$13K	Hold	85	–	–	0.01%	339
2018 Q3	$12K	Hold	85	–	–	0.01%	357
2018 Q2	$12K	Buy	85 +65	+325%	+$9.03K	0.01%	362
2018 Q1	$3K	Hold	20	–	–	﹤0.01%	437
2017 Q4	$3K	Hold	20	–	–	﹤0.01%	415
2017 Q3	$3K	Hold	20	–	–	﹤0.01%	415
2017 Q2	$3K	Hold	20	–	–	﹤0.01%	400
2017 Q1	$2K	Hold	20	–	–	﹤0.01%	430
2016 Q4	$2K	Buy	+20	New	+$2.17K	﹤0.01%	416

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

Alpha Omega Wealth Management's AMT Position: Q2 2026 in Review

Alpha Omega Wealth Management increased its American Tower (AMT) stake by 0.76% in Q2 2026, buying an estimated $16.2K and bringing the position to 11,957 shares worth $1.96M. The position accounts for 0.3% of the portfolio, ranked #92.

Alpha Omega Wealth Management first reported a position in AMT in Q4 2016 and has held it in 39 quarters since. The position peaked at $3.48M in Q2 2020. 351 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

Alpha Omega Wealth Management held 11,957 shares of American Tower worth $1.96M as of Q2 2026.
Alpha Omega Wealth Management bought 90 American Tower shares in Q2 2026, an estimated $16.2K.
American Tower made up 0.3% of Alpha Omega Wealth Management's portfolio in Q2 2026, its #92 holding.
Alpha Omega Wealth Management first reported a position in American Tower in Q4 2016 and has held it in 39 quarters since.
Alpha Omega Wealth Management's American Tower position peaked at $3.48M in Q2 2020.
351 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Alpha Omega Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.