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Great Valley Advisor Group’s American Tower AMT Stock Holding History

Great Valley Advisor Group’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 		$2.31M Sell
13,368
-17,355
-56% -$3.12M 0.04% 344
2025
Q4 		$5.39M Sell
30,723
-4,025
-12% -$732K 0.1% 174
2025
Q3 		$6.68M Buy
34,748
+1,086
+3% +$226K 0.13% 149
2025
Q2 		$7.44M Sell
33,662
-5,778
-15% -$1.25M 0.16% 133
2025
Q1 		$8.58M Sell
39,440
-1,535
-4% -$301K 0.18% 125
2024
Q4 		$7.52M Buy
40,975
+3,131
+8% +$649K 0.17% 133
2024
Q3 		$8.8M Sell
37,844
-1,631
-4% -$362K 0.22% 113
2024
Q2 		$7.67M Buy
39,475
+4,506
+13% +$842K 0.21% 114
2024
Q1 		$6.91M Buy
34,969
+6,625
+23% +$1.32M 0.21% 117
2023
Q4 		$6.12M Buy
28,344
+940
+3% +$178K 0.21% 119
2023
Q3 		$4.51M Buy
27,404
+18,995
+226% +$3.47M 0.19% 134
2023
Q2 		$1.63M Buy
8,409
+2,832
+51% +$554K 0.07% 244
2023
Q1 		$1.14M Sell
5,577
-187
-3% -$39.2K 0.05% 286
2022
Q4 		$1.22M Sell
5,764
-257
-4% -$53.5K 0.06% 292
2022
Q3 		$1.29M Buy
6,021
+10
+0.2% +$2.57K 0.07% 264
2022
Q2 		$1.54M Buy
6,011
+102
+2% +$25.6K 0.08% 233
2022
Q1 		$1.53M Sell
5,909
-67
-1% -$16.3K 0.09% 225
2021
Q4 		$1.72M Sell
5,976
-241
-4% -$65.8K 0.11% 203
2021
Q3 		$1.65M Sell
6,217
-33
-0.5% -$9.41K 0.11% 196
2021
Q2 		$1.65M Sell
6,250
-18
-0.3% -$4.59K 0.12% 184
2021
Q1 		$1.5M Buy
6,268
+87
+1% +$19.4K 0.14% 154
2020
Q4 		$1.39M Buy
6,181
+56
+0.9% +$13K 0.14% 156
2020
Q3 		$1.48M Buy
6,125
+68
+1% +$17.2K 0.18% 123
2020
Q2 		$1.57M Buy
6,057
+1,409
+30% +$349K 0.26% 107
2020
Q1 		$1.01M Buy
4,648
+115
+3% +$26.8K 0.27% 115
2019
Q4 		$1.04M Buy
4,533
+274
+6% +$59.7K 0.23% 131
2019
Q3 		$942K Hold
4,259
– – 0.23% 131
2019
Q2 		$871K Buy
4,259
+101
+2% +$20.3K 0.22% 137
2019
Q1 		$819K Sell
4,158
-250
-6% -$43.8K 0.26% 113
2018
Q4 		$697K Buy
+4,408
New +$689K 0.26% 95

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

Great Valley Advisor Group's AMT Position: Q1 2026 in Review

Great Valley Advisor Group reduced its American Tower (AMT) stake by 56% in Q1 2026, selling an estimated $3.12M and leaving 13,368 shares worth $2.31M. The position accounts for 0.04% of the portfolio, ranked #344.

Great Valley Advisor Group first reported a position in AMT in Q4 2018 and has held it in 30 quarters since. The position peaked at $8.8M in Q3 2024. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Great Valley Advisor Group held 13,368 shares of American Tower worth $2.31M as of Q1 2026.
  • Great Valley Advisor Group sold 17,355 American Tower shares in Q1 2026, an estimated $3.12M.
  • American Tower made up 0.04% of Great Valley Advisor Group's portfolio in Q1 2026, its #344 holding.
  • Great Valley Advisor Group first reported a position in American Tower in Q4 2018 and has held it in 30 quarters since.
  • Great Valley Advisor Group's American Tower position peaked at $8.8M in Q3 2024.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.