Grimes & Company
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Grimes & Company’s American Tower AMT Stock Holding History

Grimes & Company’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
Q3 		$202K Buy
+1,235
New +$212K ﹤0.01% 444
2026
Q2 		– Sell
-1,272
Closed -$219K – 450
2026
Q1 		$219K Buy
1,272
+75
+6% +$13.5K 0.01% 400
2025
Q4 		$210K Sell
1,197
-12
-1% -$2.18K 0.01% 432
2025
Q3 		$232K Sell
1,209
-19
-2% -$3.96K 0.01% 417
2025
Q2 		$271K Buy
1,228
+146
+13% +$31.5K 0.01% 351
2025
Q1 		$235K Buy
+1,082
New +$212K 0.01% 325
2024
Q4 		– Sell
-1,119
Closed -$260K – 382
2024
Q3 		$260K Buy
+1,119
New +$248K 0.01% 316
2024
Q1 		– Sell
-959
Closed -$207K – 346
2023
Q4 		$207K Buy
+959
New +$181K 0.01% 302
2023
Q2 		– Sell
-1,033
Closed -$211K – 316
2023
Q1 		$211K Sell
1,033
-5
-0.5% -$1.05K 0.01% 271
2022
Q4 		$220K Sell
1,038
-21
-2% -$4.37K 0.01% 261
2022
Q3 		$227K Buy
1,059
+22
+2% +$5.65K 0.01% 246
2022
Q2 		$265K Buy
1,037
+80
+8% +$20.1K 0.01% 230
2022
Q1 		$240K Sell
957
-19
-2% -$4.64K 0.01% 262
2021
Q4 		$285K Sell
976
-9
-0.9% -$2.46K 0.01% 245
2021
Q3 		$261K Buy
985
+45
+5% +$12.8K 0.01% 254
2021
Q2 		$254K Hold
940
– – 0.01% 257
2021
Q1 		$225K Hold
940
– – 0.01% 262
2020
Q4 		$211K Sell
940
-52
-5% -$12.1K 0.01% 252
2020
Q3 		$240K Sell
992
-25
-2% -$6.34K 0.02% 224
2020
Q2 		$263K Hold
1,017
– – 0.02% 211
2020
Q1 		$221K Buy
+1,017
New +$237K 0.02% 206

Other funds holding AMT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Union Bancaire Privee
Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Grimes & Company's AMT Position: Q3 2026 in Review

Grimes & Company opened a new position in American Tower (AMT) in Q3 2026: 1,235 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #444 among its holdings. This is a return to the name: Grimes & Company previously reported a position in AMT as recently as Q1 2026.

Grimes & Company first reported a position in AMT in Q1 2020 and has held it in 21 quarters since. The position peaked at $285K in Q4 2021. 963 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

  • Grimes & Company held 1,235 shares of American Tower worth $202K as of Q3 2026.
  • American Tower was a new Grimes & Company position in Q3 2026.
  • American Tower made up ﹤0.01% of Grimes & Company's portfolio in Q3 2026, its #444 holding.
  • Grimes & Company first reported a position in American Tower in Q1 2020 and has held it in 21 quarters since.
  • Grimes & Company's American Tower position peaked at $285K in Q4 2021.
  • 963 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Grimes & Company's 13F filing for Q3 2026, filed 29 Oct 2026.