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LVW Advisors’s American Tower AMT Stock Holding History

LVW Advisors’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
Q2 		$441K Sell
2,699
-83
-3% -$14.9K 0.04% 257
2026
Q1 		$480K Sell
2,782
-1,247
-31% -$224K 0.05% 221
2025
Q4 		$707K Sell
4,029
-1,400
-26% -$255K 0.07% 135
2025
Q3 		$1.04M Sell
5,429
-1,790
-25% -$373K 0.11% 104
2025
Q2 		$1.6M Buy
7,219
+1,437
+25% +$310K 0.17% 78
2025
Q1 		$1.26M Buy
5,782
+3,037
+111% +$596K 0.15% 88
2024
Q4 		$504K Buy
2,745
+1,193
+77% +$247K 0.06% 188
2024
Q3 		$361K Buy
+1,552
New +$344K 0.05% 217
2023
Q2 		– Sell
-1,555
Closed -$318K – 201
2023
Q1 		$318K Buy
1,555
+50
+3% +$10.5K 0.06% 179
2022
Q4 		$319K Buy
+1,505
New +$313K 0.06% 184
2022
Q3 		– Sell
-1,554
Closed -$397K – 221
2022
Q2 		$397K Buy
1,554
+30
+2% +$7.53K 0.08% 158
2022
Q1 		$383K Buy
1,524
+27
+2% +$6.59K 0.06% 173
2021
Q4 		$438K Buy
1,497
+153
+11% +$41.8K 0.07% 162
2021
Q3 		$357K Buy
+1,344
New +$383K 0.06% 182

Other funds holding AMT

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

LVW Advisors's AMT Position: Q2 2026 in Review

LVW Advisors reduced its American Tower (AMT) stake by 3% in Q2 2026, selling an estimated $14.9K and leaving 2,699 shares worth $441K. The position accounts for 0.04% of the portfolio, ranked #257.

LVW Advisors first reported a position in AMT in Q3 2021 and has held it in 14 quarters since. The position peaked at $1.6M in Q2 2025. 351 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • LVW Advisors held 2,699 shares of American Tower worth $441K as of Q2 2026.
  • LVW Advisors sold 83 American Tower shares in Q2 2026, an estimated $14.9K.
  • American Tower made up 0.04% of LVW Advisors's portfolio in Q2 2026, its #257 holding.
  • LVW Advisors first reported a position in American Tower in Q3 2021 and has held it in 14 quarters since.
  • LVW Advisors's American Tower position peaked at $1.6M in Q2 2025.
  • 351 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.