Boit C.F. David’s American Tower AMT Stock Holding History

Boit C.F. David’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	$1.5M	Hold	8,710	–	–	0.67%	33
2025 Q4	$1.47M	Sell	8,710 -500	-5%	-$91K	0.63%	33
2025 Q3	$1.77M	Hold	9,210	–	–	0.8%	29
2025 Q2	$2.04M	Hold	9,210	–	–	0.98%	29
2025 Q1	$2M	Hold	9,210	–	–	1.01%	27
2024 Q4	$1.69M	Hold	9,210	–	–	0.69%	30
2024 Q3	$2.14M	Hold	9,210	–	–	1.06%	28
2024 Q2	$1.79M	Hold	9,210	–	–	0.93%	29
2024 Q1	$1.63M	Hold	9,210	–	–	0.89%	31
2023 Q4	$1.98M	Buy	9,210 +1,525	+20%	+$288K	1.12%	27
2023 Q3	$1.24M	Hold	7,685	–	–	0.85%	31
2023 Q2	$1.49M	Hold	7,685	–	–	0.99%	30
2023 Q1	$1.6M	Hold	7,685	–	–	1.09%	28
2022 Q4	$1.63M	Hold	7,685	–	–	1.16%	26
2022 Q3	$1.65M	Buy	+7,685	New	+$1.97M	1.34%	24
2022 Q1	$1.93M	Sell	7,685 -825	-10%	-$201K	1.27%	26
2021 Q4	$2.49M	Hold	8,510	–	–	1.58%	25
2021 Q3	$2.27M	Buy	8,510 +2,300	+37%	+$656K	1.56%	24
2021 Q2	$1.68M	Buy	+6,210	New	+$1.58M	1.28%	27

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

Boit C.F. David's AMT Position: Q1 2026 in Review

Boit C.F. David held its American Tower (AMT) position steady in Q1 2026 at 8,710 shares worth $1.5M. The position accounts for 0.67% of the portfolio, ranked #33.

Boit C.F. David first reported a position in AMT in Q2 2021 and has held it in 19 quarters since. The position peaked at $2.49M in Q4 2021. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Boit C.F. David held 8,710 shares of American Tower worth $1.5M as of Q1 2026.
Boit C.F. David left its American Tower share count unchanged in Q1 2026.
American Tower made up 0.67% of Boit C.F. David's portfolio in Q1 2026, its #33 holding.
Boit C.F. David first reported a position in American Tower in Q2 2021 and has held it in 19 quarters since.
Boit C.F. David's American Tower position peaked at $2.49M in Q4 2021.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Boit C.F. David's 13F filing for Q1 2026, filed 9 Apr 2026.