Osborne Partners Capital Management’s American Tower AMT Stock Holding History

Osborne Partners Capital Management’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 Q1	$224K	Hold	1,300	–	–	0.01%	189
2025 Q4	$228K	Sell	1,300 -7,002	-84%	-$1.27M	0.01%	186
2025 Q3	$1.6M	Sell	8,302 -118	-1%	-$24.6K	0.08%	133
2025 Q2	$1.86M	Sell	8,420 -300	-3%	-$64.8K	0.1%	131
2025 Q1	$1.9M	Hold	8,720	–	–	0.11%	127
2024 Q4	$1.6M	Hold	8,720	–	–	0.09%	130
2024 Q3	$2.03M	Hold	8,720	–	–	0.12%	124
2024 Q2	$1.69M	Hold	8,720	–	–	0.1%	126
2024 Q1	$1.72M	Sell	8,720 -234	-3%	-$46.6K	0.11%	122
2023 Q4	$1.93M	Buy	8,954 +190	+2%	+$35.9K	0.13%	119
2023 Q3	$1.44M	Buy	8,764 +35	+0.4%	+$6.39K	0.11%	120
2023 Q2	$1.69M	Sell	8,729 -48	-0.5%	-$9.38K	0.12%	122
2023 Q1	$1.79M	Buy	8,777 +48	+0.5%	+$10.1K	0.13%	122
2022 Q4	$1.85M	Buy	8,729 +400	+5%	+$83.3K	0.15%	120
2022 Q3	$1.79M	Hold	8,329	–	–	0.15%	117
2022 Q2	$2.13M	Buy	8,329 +6,994	+524%	+$1.75M	0.16%	115
2022 Q1	$335K	Buy	1,335 +6	+0.5%	+$1.46K	0.02%	166
2021 Q4	$389K	Buy	1,329 +300	+29%	+$82K	0.03%	164
2021 Q3	$273K	Hold	1,029	–	–	0.02%	179
2021 Q2	$278K	Sell	1,029 -20	-2%	-$5.1K	0.02%	187
2021 Q1	$251K	Sell	1,049 -7,271	-87%	-$1.62M	0.02%	184
2020 Q4	$1.87M	Buy	8,320 +7,300	+716%	+$1.7M	0.23%	95
2020 Q3	$247K	Hold	1,020	–	–	0.05%	142
2020 Q2	$264K	Sell	1,020 -100	-9%	-$24.7K	0.06%	136
2020 Q1	$244K	Hold	1,120	–	–	0.06%	132
2019 Q4	$257K	Hold	1,120	–	–	0.05%	141
2019 Q3	$248K	Hold	1,120	–	–	0.05%	146
2019 Q2	$229K	Hold	1,120	–	–	0.04%	156
2019 Q1	$221K	Sell	1,120 -7,300	-87%	-$1.28M	0.04%	153
2018 Q4	$1.33M	Hold	8,420	–	–	0.2%	101
2018 Q3	$1.22M	Sell	8,420 -33	-0.4%	-$4.84K	0.16%	106
2018 Q2	$1.22M	Buy	8,453 +33	+0.4%	+$4.58K	0.17%	104
2018 Q1	$1.22M	Hold	8,420	–	–	0.17%	102
2017 Q4	$1.2M	Hold	8,420	–	–	0.16%	105
2017 Q3	$1.15M	Hold	8,420	–	–	0.16%	110
2017 Q2	$1.11M	Hold	8,420	–	–	0.16%	105
2017 Q1	$1.02M	Hold	8,420	–	–	0.15%	113
2016 Q4	$890K	Hold	8,420	–	–	0.13%	115
2016 Q3	$954K	Buy	8,420 +2,000	+31%	+$229K	0.14%	110
2016 Q2	$729K	Buy	6,420 +500	+8%	+$53.2K	0.11%	119
2016 Q1	$606K	Buy	+5,920	New	+$553K	0.09%	124

Other funds holding AMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Osborne Partners Capital Management's AMT Position: Q1 2026 in Review

Osborne Partners Capital Management held its American Tower (AMT) position steady in Q1 2026 at 1,300 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #189.

Osborne Partners Capital Management first reported a position in AMT in Q1 2016 and has held it in 41 quarters since. The position peaked at $2.13M in Q2 2022. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Osborne Partners Capital Management held 1,300 shares of American Tower worth $224K as of Q1 2026.
Osborne Partners Capital Management left its American Tower share count unchanged in Q1 2026.
American Tower made up 0.01% of Osborne Partners Capital Management's portfolio in Q1 2026, its #189 holding.
Osborne Partners Capital Management first reported a position in American Tower in Q1 2016 and has held it in 41 quarters since.
Osborne Partners Capital Management's American Tower position peaked at $2.13M in Q2 2022.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Osborne Partners Capital Management's 13F filing for Q1 2026, filed 27 Apr 2026.