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PYA Waltman Capital’s American Tower AMT Stock Holding History

PYA Waltman Capital’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 		– Sell
-11,479
Closed -$1.98M – 68
2026
Q1 		$1.98M Buy
11,479
+6,774
+144% +$1.22M 0.55% 35
2025
Q4 		$826K Sell
4,705
-4,209
-47% -$766K 0.22% 51
2025
Q3 		$1.71M Sell
8,914
-2,427
-21% -$506K 0.46% 40
2025
Q2 		$2.51M Buy
11,341
+1,139
+11% +$246K 0.72% 33
2025
Q1 		$2.22M Buy
10,202
+441
+5% +$86.5K 0.7% 34
2024
Q4 		$1.79M Buy
9,761
+283
+3% +$58.6K 0.58% 39
2024
Q3 		$2.2M Buy
9,478
+449
+5% +$99.6K 0.72% 35
2024
Q2 		$1.76M Buy
9,029
+1,175
+15% +$220K 0.64% 36
2024
Q1 		$1.55M Buy
7,854
+165
+2% +$32.9K 0.58% 39
2023
Q4 		$1.66M Buy
7,689
+577
+8% +$109K 0.69% 33
2023
Q3 		$1.17M Buy
7,112
+2,607
+58% +$476K 0.5% 39
2023
Q2 		$843K Buy
4,505
+1,389
+45% +$272K 0.36% 41
2023
Q1 		$637K Buy
3,116
+1,161
+59% +$244K 0.32% 42
2022
Q4 		$414K Buy
1,955
+460
+31% +$95.7K 0.22% 41
2022
Q3 		$321K Buy
1,495
+1,063
+246% +$273K 0.19% 39
2022
Q2 		$110K Buy
432
+411
+1,957% +$103K 0.06% 71
2022
Q1 		$5K Hold
21
– – ﹤0.01% 163
2021
Q4 		$6K Buy
+21
New +$5.74K ﹤0.01% 158

Other funds holding AMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

PYA Waltman Capital's AMT Position: Q2 2026 in Review

PYA Waltman Capital sold out of American Tower (AMT) in Q2 2026, closing a stake of 11,479 shares — an estimated $1.98M sold.

PYA Waltman Capital first reported a position in AMT in Q4 2021 and held it in 18 quarters. The position peaked at $2.51M in Q2 2025. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • PYA Waltman Capital reported no remaining American Tower position as of Q2 2026 after selling out during the quarter.
  • PYA Waltman Capital sold 11,479 American Tower shares in Q2 2026, an estimated $1.98M.
  • PYA Waltman Capital first reported a position in American Tower in Q4 2021 and held it in 18 quarters.
  • PYA Waltman Capital's American Tower position peaked at $2.51M in Q2 2025.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on PYA Waltman Capital's 13F filing for Q2 2026, filed 14 Aug 2026.