Badgley Phelps Wealth Managers
AMT icon

Badgley Phelps Wealth Managers’s American Tower AMT Stock Holding History

Badgley Phelps Wealth Managers’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 		$2.48M Sell
15,070
-1,905
-11% -$327K 0.04% 158
2026
Q2 		$2.79M Sell
16,975
-7,362
-30% -$1.33M 0.05% 158
2026
Q1 		$4.2M Sell
24,337
-37,426
-61% -$6.73M 0.08% 137
2025
Q4 		$10.9M Sell
61,763
-3,114
-5% -$567K 0.2% 110
2025
Q3 		$12.6M Sell
64,877
-392
-0.6% -$81.7K 0.26% 92
2025
Q2 		$14.5M Buy
65,269
+238
+0.4% +$51.4K 0.32% 84
2025
Q1 		$14.2M Sell
65,031
-351
-0.5% -$68.9K 0.34% 81
2024
Q4 		$12.1M Sell
65,382
-4,401
-6% -$912K 0.28% 95
2024
Q3 		$16.2M Sell
69,783
-1,793
-3% -$398K 0.38% 78
2024
Q2 		$14M Sell
71,576
-1,163
-2% -$217K 0.35% 85
2024
Q1 		$14.4M Sell
72,739
-1,574
-2% -$314K 0.36% 86
2023
Q4 		$16.2M Buy
74,313
+6,977
+10% +$1.32M 0.44% 71
2023
Q3 		$11.1M Sell
67,336
-2,310
-3% -$422K 0.38% 84
2023
Q2 		$13.5M Buy
69,646
+7,740
+13% +$1.51M 0.45% 73
2023
Q1 		$12.6M Buy
61,906
+1,251
+2% +$262K 0.47% 73
2022
Q4 		$12.9M Buy
60,655
+220
+0.4% +$45.8K 0.51% 68
2022
Q3 		$13M Buy
60,435
+871
+1% +$224K 0.56% 60
2022
Q2 		$15.2M Buy
59,564
+114
+0.2% +$28.6K 0.63% 56
2022
Q1 		$14.9M Sell
59,450
-492
-0.8% -$120K 0.52% 66
2021
Q4 		$17.5M Buy
59,942
+1,612
+3% +$440K 0.57% 63
2021
Q3 		$15.5M Buy
+58,330
New +$16.6M 0.56% 59

Other funds holding AMT

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Badgley Phelps Wealth Managers's AMT Position: Q3 2026 in Review

Badgley Phelps Wealth Managers reduced its American Tower (AMT) stake by 11% in Q3 2026, selling an estimated $327K and leaving 15,070 shares worth $2.48M. The position accounts for 0.04% of the portfolio, ranked #158.

Badgley Phelps Wealth Managers first reported a position in AMT in Q3 2021 and has held it in 21 quarters since. The position peaked at $17.5M in Q4 2021. 450 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

  • Badgley Phelps Wealth Managers held 15,070 shares of American Tower worth $2.48M as of Q3 2026.
  • Badgley Phelps Wealth Managers sold 1,905 American Tower shares in Q3 2026, an estimated $327K.
  • American Tower made up 0.04% of Badgley Phelps Wealth Managers's portfolio in Q3 2026, its #158 holding.
  • Badgley Phelps Wealth Managers first reported a position in American Tower in Q3 2021 and has held it in 21 quarters since.
  • Badgley Phelps Wealth Managers's American Tower position peaked at $17.5M in Q4 2021.
  • 450 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q3 2026, filed 22 Oct 2026.