Barbara Oil Co’s American Tower AMT Stock Holding History

Barbara Oil Co’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 Q1	$1.04M	Hold	6,000	–	–	0.4%	61
2025 Q4	$1.05M	Sell	6,000 -1,420	-19%	-$258K	0.39%	65
2025 Q3	$1.43M	Hold	7,420	–	–	0.53%	57
2025 Q2	$1.64M	Hold	7,420	–	–	0.64%	52
2025 Q1	$1.61M	Hold	7,420	–	–	0.66%	47
2024 Q4	$1.36M	Hold	7,420	–	–	0.56%	54
2024 Q3	$1.73M	Buy	7,420 +1,420	+24%	+$315K	0.71%	45
2024 Q2	$1.17M	Hold	6,000	–	–	0.51%	58
2024 Q1	$1.19M	Hold	6,000	–	–	0.5%	59
2023 Q4	$1.3M	Hold	6,000	–	–	0.58%	50
2023 Q3	$987K	Hold	6,000	–	–	0.47%	62
2023 Q2	$1.16M	Hold	6,000	–	–	0.53%	57
2023 Q1	$1.23M	Hold	6,000	–	–	0.59%	54
2022 Q4	$1.27M	Hold	6,000	–	–	0.61%	48
2022 Q3	$1.29M	Hold	6,000	–	–	0.71%	43
2022 Q2	$1.53M	Hold	6,000	–	–	0.8%	39
2022 Q1	$1.51M	Hold	6,000	–	–	0.69%	45
2021 Q4	$1.75M	Hold	6,000	–	–	0.76%	38
2021 Q3	$1.59M	Hold	6,000	–	–	0.75%	41
2021 Q2	$1.62M	Hold	6,000	–	–	0.75%	41
2021 Q1	$1.43M	Hold	6,000	–	–	0.69%	42
2020 Q4	$1.35M	Hold	6,000	–	–	0.68%	47
2020 Q3	$1.45M	Hold	6,000	–	–	0.79%	37
2020 Q2	$1.55M	Hold	6,000	–	–	0.9%	35
2020 Q1	$1.31M	Hold	6,000	–	–	0.87%	36
2019 Q4	$1.38M	Hold	6,000	–	–	0.73%	41
2019 Q3	$1.33M	Hold	6,000	–	–	0.75%	39
2019 Q2	$1.23M	Hold	6,000	–	–	0.7%	42
2019 Q1	$1.18M	Hold	6,000	–	–	0.7%	40
2018 Q4	$949K	Hold	6,000	–	–	0.64%	46
2018 Q3	$872K	Hold	6,000	–	–	0.51%	62
2018 Q2	$865K	Hold	6,000	–	–	0.56%	55
2018 Q1	$872K	Hold	6,000	–	–	0.57%	56
2017 Q4	$856K	Hold	6,000	–	–	0.55%	58
2017 Q3	$820K	Hold	6,000	–	–	0.57%	54
2017 Q2	$794K	Hold	6,000	–	–	0.57%	57
2017 Q1	$729K	Hold	6,000	–	–	0.54%	58
2016 Q4	$634K	Hold	6,000	–	–	0.49%	65
2016 Q3	$680K	Hold	6,000	–	–	0.54%	60
2016 Q2	$682K	Buy	6,000 +1,000	+20%	+$106K	0.55%	62
2016 Q1	$512K	Buy	+5,000	New	+$467K	0.43%	70

Other funds holding AMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Barbara Oil Co's AMT Position: Q1 2026 in Review

Barbara Oil Co held its American Tower (AMT) position steady in Q1 2026 at 6,000 shares worth $1.04M. The position accounts for 0.4% of the portfolio, ranked #61.

Barbara Oil Co first reported a position in AMT in Q1 2016 and has held it in 41 quarters since. The position peaked at $1.75M in Q4 2021. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Barbara Oil Co held 6,000 shares of American Tower worth $1.04M as of Q1 2026.
Barbara Oil Co left its American Tower share count unchanged in Q1 2026.
American Tower made up 0.4% of Barbara Oil Co's portfolio in Q1 2026, its #61 holding.
Barbara Oil Co first reported a position in American Tower in Q1 2016 and has held it in 41 quarters since.
Barbara Oil Co's American Tower position peaked at $1.75M in Q4 2021.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Barbara Oil Co's 13F filing for Q1 2026, filed 13 May 2026.