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Delta Financial Advisors’s American Tower AMT Stock Holding History

Delta Financial Advisors’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 		$325K Buy
1,885
+1
+0.1% +$180 0.08% 126
2025
Q4 		$331K Buy
1,884
+436
+30% +$79.3K 0.09% 128
2025
Q3 		$278K Buy
1,448
+202
+16% +$42.1K 0.08% 133
2025
Q2 		$275K Sell
1,246
-179
-13% -$38.6K 0.1% 103
2025
Q1 		$310K Buy
1,425
+111
+8% +$21.8K 0.12% 97
2024
Q4 		$241K Sell
1,314
-744
-36% -$154K 0.09% 106
2024
Q3 		$479K Buy
2,058
+1
+0% +$222 0.17% 90
2024
Q2 		$400K Sell
2,057
-134
-6% -$25K 0.15% 93
2024
Q1 		$433K Buy
2,191
+210
+11% +$41.8K 0.17% 89
2023
Q4 		$428K Buy
1,981
+70
+4% +$13.2K 0.19% 91
2023
Q3 		$314K Buy
1,911
+51
+3% +$9.31K 0.14% 104
2023
Q2 		$361K Buy
1,860
+180
+11% +$35.2K 0.16% 103
2023
Q1 		$343K Hold
1,680
– – 0.17% 100
2022
Q4 		$356K Buy
1,680
+125
+8% +$26K 0.17% 99
2022
Q3 		$334K Buy
1,555
+20
+1% +$5.14K 0.18% 99
2022
Q2 		$392K Buy
1,535
+40
+3% +$10K 0.2% 96
2022
Q1 		$376K Buy
1,495
+355
+31% +$86.6K 0.16% 104
2021
Q4 		$333K Buy
1,140
+195
+21% +$53.3K 0.14% 106
2021
Q3 		$251K Buy
945
+5
+0.5% +$1.43K 0.11% 111
2021
Q2 		$254K Buy
+940
New +$240K 0.11% 108

Other funds holding AMT

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Delta Financial Advisors's AMT Position: Q1 2026 in Review

Delta Financial Advisors increased its American Tower (AMT) stake by 0.05% in Q1 2026, buying an estimated $180 and bringing the position to 1,885 shares worth $325K. The position accounts for 0.08% of the portfolio, ranked #126.

Delta Financial Advisors first reported a position in AMT in Q2 2021 and has held it in 20 quarters since. The position peaked at $479K in Q3 2024. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Delta Financial Advisors held 1,885 shares of American Tower worth $325K as of Q1 2026.
  • Delta Financial Advisors bought 1 American Tower share in Q1 2026, an estimated $180.
  • American Tower made up 0.08% of Delta Financial Advisors's portfolio in Q1 2026, its #126 holding.
  • Delta Financial Advisors first reported a position in American Tower in Q2 2021 and has held it in 20 quarters since.
  • Delta Financial Advisors's American Tower position peaked at $479K in Q3 2024.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Delta Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.