Lee Financial’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 | – | Sell |
-5,176
| Closed | -$910K | – | 146 |
|
|
2025
Q4 | $910K | Sell |
5,176
-721
| -12% | -$131K | 0.12% | 83 |
|
|
2025
Q3 | $1.14M | Sell |
5,897
-16
| -0.3% | -$3.33K | 0.14% | 82 |
|
|
2025
Q2 | $1.31M | Buy |
5,913
+192
| +3% | +$41.5K | 0.19% | 66 |
|
|
2025
Q1 | $1.24M | Sell |
5,721
-717
| -11% | -$141K | 0.19% | 56 |
|
|
2024
Q4 | $1.18M | Sell |
6,438
-106
| -2% | -$22K | 0.17% | 66 |
|
|
2024
Q3 | $1.52M | Buy |
6,544
+711
| +12% | +$158K | 0.22% | 52 |
|
|
2024
Q2 | $1.14M | Sell |
5,833
-372
| -6% | -$69.5K | 0.19% | 62 |
|
|
2024
Q1 | $1.23M | Sell |
6,205
-60
| -1% | -$12K | 0.2% | 58 |
|
|
2023
Q4 | $1.35M | Sell |
6,265
-17
| -0.3% | -$3.21K | 0.24% | 47 |
|
|
2023
Q3 | $1.03M | Sell |
6,282
-437
| -7% | -$79.8K | 0.19% | 53 |
|
|
2023
Q2 | $1.3M | Sell |
6,719
-4
| -0.1% | -$782 | 0.23% | 49 |
|
|
2023
Q1 | $1.37M | Buy |
6,723
+281
| +4% | +$59K | 0.24% | 52 |
|
|
2022
Q4 | $1.36M | Buy |
6,442
+60
| +0.9% | +$12.5K | 0.23% | 57 |
|
|
2022
Q3 | $1.37M | Buy |
6,382
+20
| +0.3% | +$5.14K | 0.26% | 54 |
|
|
2022
Q2 | $1.63M | Sell |
6,362
-80
| -1% | -$20.1K | 0.3% | 48 |
|
|
2022
Q1 | $1.62M | Buy |
6,442
+88
| +1% | +$21.5K | 0.29% | 48 |
|
|
2021
Q4 | $1.86M | Buy |
6,354
+8
| +0.1% | +$2.19K | 0.35% | 38 |
|
|
2021
Q3 | $1.68M | Sell |
6,346
-1,172
| -16% | -$334K | 0.35% | 37 |
|
|
2021
Q2 | $2.03M | Sell |
7,518
-194
| -3% | -$49.4K | 0.43% | 34 |
|
|
2021
Q1 | $1.84M | Sell |
7,712
-275
| -3% | -$61.2K | 0.44% | 32 |
|
|
2020
Q4 | $1.79M | Buy |
7,987
+15
| +0.2% | +$3.49K | 0.47% | 34 |
|
|
2020
Q3 | $1.93M | Sell |
7,972
-19
| -0.2% | -$4.82K | 0.54% | 29 |
|
|
2020
Q2 | $2.07M | Sell |
7,991
-404
| -5% | -$99.9K | 0.57% | 29 |
|
|
2020
Q1 | $1.83M | Sell |
8,395
-37
| -0.4% | -$8.61K | 0.61% | 26 |
|
|
2019
Q4 | $1.94M | Buy |
8,432
+94
| +1% | +$20.5K | 0.42% | 31 |
|
|
2019
Q3 | $1.84M | Buy |
8,338
+5
| +0.1% | +$1.09K | 0.41% | 33 |
|
|
2019
Q2 | $1.7M | Sell |
8,333
-10
| -0.1% | -$2.01K | 0.38% | 35 |
|
|
2019
Q1 | $1.64M | Buy |
8,343
+88
| +1% | +$15.4K | 0.38% | 35 |
|
|
2018
Q4 | $1.31M | Sell |
8,255
-199
| -2% | -$31.1K | 0.35% | 42 |
|
|
2018
Q3 | $1.23M | Sell |
8,454
-286
| -3% | -$41.9K | 0.3% | 47 |
|
|
2018
Q2 | $1.26M | Sell |
8,740
-74
| -0.8% | -$10.3K | 0.3% | 50 |
|
|
2018
Q1 | $1.28M | Buy |
8,814
+185
| +2% | +$26.1K | 0.33% | 48 |
|
|
2017
Q4 | $1.23M | Buy |
8,629
+1,219
| +16% | +$174K | 0.36% | 55 |
|
|
2017
Q3 | $1.01M | Sell |
7,410
-196
| -3% | -$27.3K | 0.33% | 62 |
|
|
2017
Q2 | $1.01M | Buy |
7,606
+72
| +1% | +$9.22K | 0.37% | 63 |
|
|
2017
Q1 | $916K | Buy |
7,534
+7,409
| +5,927% | +$815K | 0.37% | 65 |
|
|
2016
Q4 | $13K | Buy |
+125
| New | +$13.6K | 0.01% | 253 |
|
Other funds holding AMT
VCM
VPM
Lee Financial's AMT Position: Q1 2026 in Review
Lee Financial sold out of American Tower (AMT) in Q1 2026, closing a stake of 5,176 shares — an estimated $910K sold.
Lee Financial first reported a position in AMT in Q4 2016 and held it in 37 quarters. The position peaked at $2.07M in Q2 2020. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.
- Lee Financial reported no remaining American Tower position as of Q1 2026 after selling out during the quarter.
- Lee Financial sold 5,176 American Tower shares in Q1 2026, an estimated $910K.
- Lee Financial first reported a position in American Tower in Q4 2016 and held it in 37 quarters.
- Lee Financial's American Tower position peaked at $2.07M in Q2 2020.
- 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.
Based on Lee Financial's 13F filing for Q1 2026, filed 13 Apr 2026.