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Sterling Investment Advisors (Pennsylvania)’s American Tower AMT Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		$1.91M Sell
11,083
-273
-2% -$49.1K 0.35% 74
2025
Q4 		$1.99M Sell
11,356
-961
-8% -$175K 0.37% 72
2025
Q3 		$2.37M Sell
12,317
-748
-6% -$156K 0.46% 63
2025
Q2 		$2.89M Sell
13,065
-433
-3% -$93.5K 0.63% 53
2025
Q1 		$2.94M Sell
13,498
-1,001
-7% -$196K 0.71% 45
2024
Q4 		$2.66M Buy
14,499
+12
+0.1% +$2.49K 0.64% 51
2024
Q3 		$3.37M Sell
14,487
-2,424
-14% -$537K 0.85% 37
2024
Q2 		$3.29M Buy
16,911
+344
+2% +$64.3K 0.89% 38
2024
Q1 		$3.27M Buy
16,567
+5,812
+54% +$1.16M 0.92% 35
2023
Q4 		$2.32M Sell
10,755
-1,423
-12% -$269K 0.72% 47
2023
Q3 		$2M Sell
12,178
-456
-4% -$83.3K 0.7% 48
2023
Q2 		$2.45M Sell
12,634
-500
-4% -$97.8K 0.81% 42
2023
Q1 		$2.68M Buy
13,134
+152
+1% +$31.9K 0.91% 38
2022
Q4 		$2.75M Buy
12,982
+12
+0.1% +$2.5K 0.98% 35
2022
Q3 		$2.79M Sell
12,970
-147
-1% -$37.8K 1.04% 30
2022
Q2 		$3.35M Sell
13,117
-1,180
-8% -$296K 1.15% 27
2022
Q1 		$3.59M Buy
14,297
+396
+3% +$96.6K 1.02% 26
2021
Q4 		$4.07M Buy
13,901
+37
+0.3% +$10.1K 1.14% 22
2021
Q3 		$3.68M Sell
13,864
-99
-0.7% -$28.2K 1.09% 23
2021
Q2 		$3.77M Buy
13,963
+338
+2% +$86.1K 1.1% 23
2021
Q1 		$3.26M Buy
13,625
+369
+3% +$82.2K 1.05% 25
2020
Q4 		$2.98M Buy
13,256
+176
+1% +$40.9K 1.01% 25
2020
Q3 		$3.16M Buy
13,080
+22
+0.2% +$5.58K 1.22% 19
2020
Q2 		$3.38M Buy
13,058
+291
+2% +$72K 1.4% 17
2020
Q1 		$2.78M Buy
12,767
+771
+6% +$179K 1.47% 14
2019
Q4 		$2.76M Buy
11,996
+2,451
+26% +$534K 1.27% 19
2019
Q3 		$2.11M Buy
9,545
+676
+8% +$148K 1.08% 21
2019
Q2 		$1.81M Sell
8,869
-1,648
-16% -$331K 0.93% 33
2019
Q1 		$2.07M Buy
10,517
+77
+0.7% +$13.5K 1.06% 29
2018
Q4 		$1.65M Buy
10,440
+1
+0% +$156 0.97% 33
2018
Q3 		$1.52M Buy
10,439
+141
+1% +$20.7K 0.8% 44
2018
Q2 		$1.48M Buy
10,298
+450
+5% +$62.5K 0.88% 39
2018
Q1 		$1.43M Buy
9,848
+200
+2% +$28.2K 0.88% 37
2017
Q4 		$1.38M Buy
9,648
+200
+2% +$28.6K 0.85% 41
2017
Q3 		$1.29M Sell
9,448
-350
-4% -$48.7K 0.86% 39
2017
Q2 		$1.3M Sell
9,798
-800
-8% -$102K 0.86% 39
2017
Q1 		$1.29M Buy
10,598
+400
+4% +$44K 0.93% 35
2016
Q4 		$1.08M Buy
+10,198
New +$1.11M 0.86% 40

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

Sterling Investment Advisors (Pennsylvania)'s AMT Position: Q1 2026 in Review

Sterling Investment Advisors (Pennsylvania) reduced its American Tower (AMT) stake by 2.4% in Q1 2026, selling an estimated $49.1K and leaving 11,083 shares worth $1.91M. The position accounts for 0.35% of the portfolio, ranked #74.

Sterling Investment Advisors (Pennsylvania) first reported a position in AMT in Q4 2016 and has held it in 38 quarters since. The position peaked at $4.07M in Q4 2021. 1,750 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Sterling Investment Advisors (Pennsylvania) held 11,083 shares of American Tower worth $1.91M as of Q1 2026.
  • Sterling Investment Advisors (Pennsylvania) sold 273 American Tower shares in Q1 2026, an estimated $49.1K.
  • American Tower made up 0.35% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q1 2026, its #74 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in American Tower in Q4 2016 and has held it in 38 quarters since.
  • Sterling Investment Advisors (Pennsylvania)'s American Tower position peaked at $4.07M in Q4 2021.
  • 1,750 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q1 2026, filed 4 May 2026.