Heritage Trust’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.95M | Sell |
22,879
-639
| -3% | -$115K | 0.4% | 67 |
|
|
2025
Q4 | $4.13M | Sell |
23,518
-1,787
| -7% | -$325K | 0.42% | 65 |
|
|
2025
Q3 | $4.87M | Buy |
25,305
+341
| +1% | +$71K | 0.52% | 50 |
|
|
2025
Q2 | $5.52M | Sell |
24,964
-131
| -0.5% | -$28.3K | 0.64% | 41 |
|
|
2025
Q1 | $5.46M | Sell |
25,095
-1,192
| -5% | -$234K | 0.66% | 41 |
|
|
2024
Q4 | $4.82M | Buy |
+26,287
| New | +$5.45M | 0.57% | 47 |
|
|
2024
Q2 | $5.3M | Buy |
27,249
+190
| +0.7% | +$35.5K | 0.7% | 34 |
|
|
2024
Q1 | $5.35M | Sell |
27,059
-539
| -2% | -$107K | 0.72% | 37 |
|
|
2023
Q4 | $5.96M | Sell |
27,598
-832
| -3% | -$157K | 0.84% | 27 |
|
|
2023
Q3 | $4.68M | Sell |
28,430
-816
| -3% | -$149K | 0.73% | 41 |
|
|
2023
Q2 | $5.67M | Sell |
29,246
-476
| -2% | -$93.1K | 0.83% | 34 |
|
|
2023
Q1 | $6.07M | Sell |
29,722
-27
| -0.1% | -$5.67K | 0.96% | 29 |
|
|
2022
Q4 | $6.3M | Sell |
29,749
-896
| -3% | -$186K | 1.03% | 25 |
|
|
2022
Q3 | $6.58M | Sell |
30,645
-92
| -0.3% | -$23.6K | 1.15% | 21 |
|
|
2022
Q2 | $7.86M | Sell |
30,737
-393
| -1% | -$98.6K | 1.29% | 13 |
|
|
2022
Q1 | $7.82M | Buy |
31,130
+80
| +0.3% | +$19.5K | 1.11% | 21 |
|
|
2021
Q4 | $9.08M | Buy |
31,050
+290
| +0.9% | +$79.2K | 1.16% | 22 |
|
|
2021
Q3 | $8.16M | Buy |
30,760
+1,420
| +5% | +$405K | 1.15% | 21 |
|
|
2021
Q2 | $7.93M | Buy |
29,340
+1,845
| +7% | +$470K | 1.13% | 21 |
|
|
2021
Q1 | $6.57M | Buy |
27,495
+1,862
| +7% | +$415K | 1% | 32 |
|
|
2020
Q4 | $5.75M | Sell |
25,633
-238
| -0.9% | -$55.3K | 0.93% | 36 |
|
|
2020
Q3 | $6.25M | Sell |
25,871
-1,277
| -5% | -$324K | 1.17% | 25 |
|
|
2020
Q2 | $7.02M | Buy |
27,148
+9,915
| +58% | +$2.45M | 1.38% | 16 |
|
|
2020
Q1 | $3.75M | Buy |
17,233
+109
| +0.6% | +$25.4K | 0.94% | 36 |
|
|
2019
Q4 | $3.94M | Buy |
17,124
+450
| +3% | +$98K | 0.79% | 44 |
|
|
2019
Q3 | $3.69M | Buy |
16,674
+1,180
| +8% | +$258K | 0.8% | 45 |
|
|
2019
Q2 | $3.17M | Buy |
15,494
+3,444
| +29% | +$692K | 0.7% | 48 |
|
|
2019
Q1 | $2.38M | Buy |
12,050
+11,050
| +1,105% | +$1.94M | 0.55% | 57 |
|
|
2018
Q4 | $158K | Hold |
1,000
| – | – | 0.07% | 133 |
|
|
2018
Q3 | $145K | Hold |
1,000
| – | – | 0.05% | 145 |
|
|
2018
Q2 | $144K | Hold |
1,000
| – | – | 0.05% | 138 |
|
|
2018
Q1 | $145K | Hold |
1,000
| – | – | 0.05% | 135 |
|
|
2017
Q4 | $143K | Hold |
1,000
| – | – | 0.05% | 127 |
|
|
2017
Q3 | $137K | Hold |
1,000
| – | – | 0.05% | 129 |
|
|
2017
Q2 | $132K | Hold |
1,000
| – | – | 0.05% | 130 |
|
|
2017
Q1 | $122K | Buy |
+1,000
| New | +$110K | 0.05% | 137 |
|
Other funds holding AMT
VCM
VPM
Heritage Trust's AMT Position: Q1 2026 in Review
Heritage Trust reduced its American Tower (AMT) stake by 2.7% in Q1 2026, selling an estimated $115K and leaving 22,879 shares worth $3.95M. The position accounts for 0.4% of the portfolio, ranked #67.
Heritage Trust first reported a position in AMT in Q1 2017 and has held it in 36 quarters since. The position peaked at $9.08M in Q4 2021. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.
- Heritage Trust held 22,879 shares of American Tower worth $3.95M as of Q1 2026.
- Heritage Trust sold 639 American Tower shares in Q1 2026, an estimated $115K.
- American Tower made up 0.4% of Heritage Trust's portfolio in Q1 2026, its #67 holding.
- Heritage Trust first reported a position in American Tower in Q1 2017 and has held it in 36 quarters since.
- Heritage Trust's American Tower position peaked at $9.08M in Q4 2021.
- 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.
Based on Heritage Trust's 13F filing for Q1 2026, filed 13 May 2026.