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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
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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

PYA Waltman Capital's AMT Position: Q1 2026 in Review

PYA Waltman Capital increased its American Tower (AMT) stake by 144% in Q1 2026, buying an estimated $1.22M and bringing the position to 11,479 shares worth $1.98M. The position accounts for 0.55% of the portfolio, ranked #35.

PYA Waltman Capital first reported a position in AMT in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.51M in Q2 2025. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • PYA Waltman Capital held 11,479 shares of American Tower worth $1.98M as of Q1 2026.
  • PYA Waltman Capital bought 6,774 American Tower shares in Q1 2026, an estimated $1.22M.
  • American Tower made up 0.55% of PYA Waltman Capital's portfolio in Q1 2026, its #35 holding.
  • PYA Waltman Capital first reported a position in American Tower in Q4 2021 and has held it in 18 quarters since.
  • PYA Waltman Capital's American Tower position peaked at $2.51M in Q2 2025.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on PYA Waltman Capital's 13F filing for Q1 2026, filed 13 May 2026.