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Valley Brook Capital Group’s American Tower AMT Stock Holding History

Valley Brook Capital Group’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 		– Sell
-1,800
Closed -$316K – 114
2025
Q4 		$316K Hold
1,800
– – 0.21% 90
2025
Q3 		$346K Hold
1,800
– – 0.23% 84
2025
Q2 		$398K Hold
1,800
– – 0.3% 79
2025
Q1 		$392K Hold
1,800
– – 0.31% 73
2024
Q4 		$330K Hold
1,800
– – 0.25% 89
2024
Q3 		$419K Hold
1,800
– – 0.3% 75
2024
Q2 		$350K Hold
1,800
– – 0.27% 82
2024
Q1 		$356K Sell
1,800
-50
-3% -$9.96K 0.28% 82
2023
Q4 		$399K Sell
1,850
-275
-13% -$52K 0.35% 72
2023
Q3 		$349K Hold
2,125
– – 0.35% 71
2023
Q2 		$412K Hold
2,125
– – 0.38% 67
2023
Q1 		$434K Buy
2,125
+50
+2% +$10.5K 0.4% 64
2022
Q4 		$440K Hold
2,075
– – 0.42% 65
2022
Q3 		$445K Buy
2,075
+25
+1% +$6.42K 0.49% 55
2022
Q2 		$523K Buy
2,050
+100
+5% +$25.1K 0.54% 52
2022
Q1 		$489K Buy
1,950
+150
+8% +$36.6K 0.42% 63
2021
Q4 		$526K Hold
1,800
– – 0.45% 62
2021
Q3 		$477K Hold
1,800
– – 0.47% 60
2021
Q2 		$486K Buy
1,800
+25
+1% +$6.37K 0.46% 59
2021
Q1 		$424K Buy
1,775
+75
+4% +$16.7K 0.38% 60
2020
Q4 		$381K Buy
+1,700
New +$395K 0.38% 61

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

Valley Brook Capital Group's AMT Position: Q1 2026 in Review

Valley Brook Capital Group sold out of American Tower (AMT) in Q1 2026, closing a stake of 1,800 shares — an estimated $316K sold.

Valley Brook Capital Group first reported a position in AMT in Q4 2020 and held it in 21 quarters. The position peaked at $526K in Q4 2021. 1,750 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Valley Brook Capital Group reported no remaining American Tower position as of Q1 2026 after selling out during the quarter.
  • Valley Brook Capital Group sold 1,800 American Tower shares in Q1 2026, an estimated $316K.
  • Valley Brook Capital Group first reported a position in American Tower in Q4 2020 and held it in 21 quarters.
  • Valley Brook Capital Group's American Tower position peaked at $526K in Q4 2021.
  • 1,750 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Valley Brook Capital Group's 13F filing for Q1 2026, filed 8 May 2026.