LVW Advisors
AMT icon

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
Q3 		$424K Sell
2,589
-110
-4% -$18.9K 0.04% 292
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

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

LVW Advisors's AMT Position: Q3 2026 in Review

LVW Advisors reduced its American Tower (AMT) stake by 4.1% in Q3 2026, selling an estimated $18.9K and leaving 2,589 shares worth $424K. The position accounts for 0.04% of the portfolio, ranked #292.

LVW Advisors first reported a position in AMT in Q3 2021 and has held it in 15 quarters since. The position peaked at $1.6M in Q2 2025. 991 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

  • LVW Advisors held 2,589 shares of American Tower worth $424K as of Q3 2026.
  • LVW Advisors sold 110 American Tower shares in Q3 2026, an estimated $18.9K.
  • American Tower made up 0.04% of LVW Advisors's portfolio in Q3 2026, its #292 holding.
  • LVW Advisors first reported a position in American Tower in Q3 2021 and has held it in 15 quarters since.
  • LVW Advisors's American Tower position peaked at $1.6M in Q2 2025.
  • 991 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.