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 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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Valley Wealth Managers's AMT Position: Q1 2026 in Review

Valley Wealth Managers opened a new position in American Tower (AMT) in Q1 2026: 25,862 shares worth $4.46M. The stake represents 0.29% of the portfolio and ranks #81 among its holdings. This is a return to the name: Valley Wealth Managers previously reported a position in AMT as recently as Q2 2024.

Valley Wealth Managers first reported a position in AMT in Q4 2016 and has held it in 4 quarters since. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Valley Wealth Managers held 25,862 shares of American Tower worth $4.46M as of Q1 2026.
American Tower was a new Valley Wealth Managers position in Q1 2026.
American Tower made up 0.29% of Valley Wealth Managers's portfolio in Q1 2026, its #81 holding.
Valley Wealth Managers first reported a position in American Tower in Q4 2016 and has held it in 4 quarters since.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.