Godshalk Welsh Capital Management’s American Tower AMT Stock Holding History

Godshalk Welsh Capital 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 Q1	$809K	Sell	4,690 -985	-17%	-$177K	0.47%	71
2025 Q4	$996K	Sell	5,675 -300	-5%	-$54.6K	0.57%	59
2025 Q3	$1.15M	Buy	5,975 +40	+0.7%	+$8.33K	0.66%	50
2025 Q2	$1.31M	Sell	5,935 -25	-0.4%	-$5.4K	0.81%	38
2025 Q1	$1.3M	Sell	5,960 -94	-2%	-$18.4K	0.85%	41
2024 Q4	$1.11M	Sell	6,054 -231	-4%	-$47.9K	0.72%	47
2024 Q3	$1.46M	Sell	6,285 -75	-1%	-$16.6K	0.92%	32
2024 Q2	$1.24M	Hold	6,360	–	–	0.82%	35
2024 Q1	$1.26M	Sell	6,360 -85	-1%	-$16.9K	0.84%	40
2023 Q4	$1.39M	Sell	6,445 -400	-6%	-$75.6K	1%	33
2023 Q3	$1.13M	Sell	6,845 -290	-4%	-$53K	0.85%	41
2023 Q2	$1.38M	Buy	7,135 +660	+10%	+$129K	0.95%	37
2023 Q1	$1.32M	Hold	6,475	–	–	0.93%	41
2022 Q4	$1.37M	Buy	6,475 +35	+0.5%	+$7.29K	1%	36
2022 Q3	$1.38M	Sell	6,440 -10	-0.2%	-$2.57K	1.02%	37
2022 Q2	$1.65M	Sell	6,450 -25	-0.4%	-$6.27K	1.18%	30
2022 Q1	$1.63M	Hold	6,475	–	–	1%	36
2021 Q4	$1.89M	Hold	6,475	–	–	1.08%	33
2021 Q3	$1.72M	Hold	6,475	–	–	1.07%	35
2021 Q2	$1.82M	Buy	6,475 +100	+2%	+$25.5K	1.13%	33
2021 Q1	$1.52M	Buy	6,375 +315	+5%	+$70.1K	1.06%	34
2020 Q4	$1.36M	Buy	6,060 +215	+4%	+$50K	1%	34
2020 Q3	$1.41M	Buy	5,845 +445	+8%	+$113K	1.19%	29
2020 Q2	$1.4M	Sell	5,400 -215	-4%	-$53.2K	1.31%	24
2020 Q1	$1.22M	Hold	5,615	–	–	1.33%	26
2019 Q4	$1.29M	Sell	5,615 -50	-0.9%	-$10.9K	1.06%	34
2019 Q3	$1.25M	Hold	5,665	–	–	1.11%	32
2019 Q2	$1.16M	Hold	5,665	–	–	1.07%	33
2019 Q1	$1.12M	Hold	5,665	–	–	1.07%	33
2018 Q4	$896K	Buy	5,665 +125	+2%	+$19.5K	1%	35
2018 Q3	$805K	Hold	5,540	–	–	0.78%	48
2018 Q2	$799K	Sell	5,540 -25	-0.4%	-$3.47K	0.84%	46
2018 Q1	$809K	Hold	5,565	–	–	0.87%	47
2017 Q4	$794K	Sell	5,565 -75	-1%	-$10.7K	0.8%	50
2017 Q3	$771K	Sell	5,640 -625	-10%	-$87K	0.77%	53
2017 Q2	$829K	Sell	6,265 -425	-6%	-$54.4K	0.82%	47
2017 Q1	$813K	Sell	6,690 -100	-1%	-$11K	0.8%	46
2016 Q4	$718K	Sell	6,790 -150	-2%	-$16.3K	0.73%	51
2016 Q3	$787K	Buy	6,940 +50	+0.7%	+$5.72K	0.81%	48
2016 Q2	$783K	Sell	6,890 -200	-3%	-$21.3K	0.83%	46
2016 Q1	$726K	Hold	7,090	–	–	0.75%	49
2015 Q4	$687K	Sell	7,090 -60	-0.8%	-$5.85K	0.72%	49
2015 Q3	$629K	Sell	7,150 -75	-1%	-$7.06K	0.69%	55
2015 Q2	$674K	Sell	7,225 -200	-3%	-$18.9K	0.68%	59
2015 Q1	$699K	Hold	7,425	–	–	0.72%	54
2014 Q4	$734K	Buy	+7,425	New	+$729K	0.67%	56

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

Godshalk Welsh Capital Management's AMT Position: Q1 2026 in Review

Godshalk Welsh Capital Management reduced its American Tower (AMT) stake by 17% in Q1 2026, selling an estimated $177K and leaving 4,690 shares worth $809K. The position accounts for 0.47% of the portfolio, ranked #71.

Godshalk Welsh Capital Management first reported a position in AMT in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.89M in Q4 2021. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Godshalk Welsh Capital Management held 4,690 shares of American Tower worth $809K as of Q1 2026.
Godshalk Welsh Capital Management sold 985 American Tower shares in Q1 2026, an estimated $177K.
American Tower made up 0.47% of Godshalk Welsh Capital Management's portfolio in Q1 2026, its #71 holding.
Godshalk Welsh Capital Management first reported a position in American Tower in Q4 2014 and has held it in 46 quarters since.
Godshalk Welsh Capital Management's American Tower position peaked at $1.89M in Q4 2021.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Godshalk Welsh Capital Management's 13F filing for Q1 2026, filed 13 May 2026.