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Tompkins Financial’s American Tower AMT Stock Holding History

Tompkins Financial’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 		– Sell
-13
Closed -$2.13K – 561
2026
Q2 		$2.13K Sell
13
-525
-98% -$94.5K ﹤0.01% 519
2026
Q1 		$92.8K Sell
538
-23
-4% -$4.14K 0.01% 262
2025
Q4 		$98.5K Buy
561
+23
+4% +$4.18K 0.01% 251
2025
Q3 		$103K Hold
538
– – 0.01% 247
2025
Q2 		$119K Hold
538
– – 0.01% 225
2025
Q1 		$117K Sell
538
-25
-4% -$4.9K 0.01% 241
2024
Q4 		$103K Sell
563
-100
-15% -$20.7K 0.01% 251
2024
Q3 		$154K Hold
663
– – 0.01% 222
2024
Q2 		$129K Buy
663
+200
+43% +$37.4K 0.01% 241
2024
Q1 		$91.5K Sell
463
-100
-18% -$19.9K 0.01% 287
2023
Q4 		$122K Buy
563
+150
+36% +$28.3K 0.01% 247
2023
Q3 		$67.9K Sell
413
-24
-5% -$4.38K 0.01% 299
2023
Q2 		$84.8K Buy
437
+400
+1,081% +$78.2K 0.01% 283
2023
Q1 		$7.56K Hold
37
– – ﹤0.01% 510
2022
Q4 		$8K Hold
37
– – ﹤0.01% 502
2022
Q3 		$8K Buy
37
+24
+185% +$6.17K ﹤0.01% 490
2022
Q2 		$3K Sell
13
-21
-62% -$5.27K ﹤0.01% 524
2022
Q1 		$8K Hold
34
– – ﹤0.01% 499
2021
Q4 		$10K Sell
34
-248
-88% -$67.8K ﹤0.01% 285
2021
Q3 		$75K Buy
+282
New +$80.4K 0.01% 199
2021
Q1 		$123K Hold
514
– – 0.02% 165
2020
Q4 		$115K Buy
514
+219
+74% +$50.9K 0.02% 161
2020
Q3 		$71K Sell
295
-85
-22% -$21.6K 0.01% 207
2020
Q2 		$98K Hold
380
– – 0.02% 182
2020
Q1 		$83K Hold
380
– – 0.02% 188
2019
Q4 		$87K Hold
380
– – 0.02% 213
2019
Q3 		$84K Hold
380
– – 0.02% 193
2019
Q2 		$78K Hold
380
– – 0.02% 202
2019
Q1 		$75K Hold
380
– – 0.01% 205
2018
Q4 		$60K Hold
380
– – 0.01% 217
2018
Q3 		$55K Hold
380
– – 0.01% 238
2018
Q2 		$55K Buy
380
+245
+181% +$34K 0.01% 242
2018
Q1 		$20K Hold
135
– – ﹤0.01% 321
2017
Q4 		$19K Buy
+135
New +$19.3K ﹤0.01% 296
2014
Q3 		– Sell
-13
Closed -$1K – 480
2014
Q2 		$1K Hold
13
– – ﹤0.01% 495
2014
Q1 		$1K Buy
+13
New +$1.06K ﹤0.01% 485

Other funds holding AMT

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
AIMA
Ables Iannone Moore & Associates Savannah, Georgia $193M AUM 19.45% 1-Year Est. Return

Tompkins Financial's AMT Position: Q3 2026 in Review

Tompkins Financial sold out of American Tower (AMT) in Q3 2026, closing a stake of 13 shares — an estimated $2.13K sold.

Tompkins Financial first reported a position in AMT in Q1 2014 and held it in 36 quarters. The position peaked at $154K in Q3 2024. 90 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

  • Tompkins Financial reported no remaining American Tower position as of Q3 2026 after selling out during the quarter.
  • Tompkins Financial sold 13 American Tower shares in Q3 2026, an estimated $2.13K.
  • Tompkins Financial first reported a position in American Tower in Q1 2014 and held it in 36 quarters.
  • Tompkins Financial's American Tower position peaked at $154K in Q3 2024.
  • 90 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.