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Valley Wealth Managers’s American Tower AMT Stock Holding History

Valley Wealth Managers’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 		$4.35M Buy
26,576
+714
+3% +$129K 0.25% 87
2026
Q1 		$4.46M Buy
+25,862
New +$4.65M 0.29% 81
2024
Q3 		– Sell
-50
Closed -$9.72K – 406
2024
Q2 		$9.72K Buy
+50
New +$9.35K ﹤0.01% 288
2022
Q3 		– Sell
-74
Closed -$19K – 430
2022
Q2 		$19K Buy
+74
New +$18.6K ﹤0.01% 297
2017
Q1 		– Sell
-19
Closed -$2K – 206
2016
Q4 		$2K Buy
+19
New +$2.06K ﹤0.01% 218

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

Valley Wealth Managers's AMT Position: Q2 2026 in Review

Valley Wealth Managers increased its American Tower (AMT) stake by 2.8% in Q2 2026, buying an estimated $129K and bringing the position to 26,576 shares worth $4.35M. The position accounts for 0.25% of the portfolio, ranked #87.

Valley Wealth Managers first reported a position in AMT in Q4 2016 and has held it in 5 quarters since. The position peaked at $4.46M in Q1 2026. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Valley Wealth Managers held 26,576 shares of American Tower worth $4.35M as of Q2 2026.
  • Valley Wealth Managers bought 714 American Tower shares in Q2 2026, an estimated $129K.
  • American Tower made up 0.25% of Valley Wealth Managers's portfolio in Q2 2026, its #87 holding.
  • Valley Wealth Managers first reported a position in American Tower in Q4 2016 and has held it in 5 quarters since.
  • Valley Wealth Managers's American Tower position peaked at $4.46M in Q1 2026.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.