Valley Wealth Managers
AMT icon

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
Q3 		$4.49M Buy
27,418
+842
+3% +$145K 0.26% 87
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 -$9.7K – 406
2024
Q2 		$9.7K Buy
+50
New +$9.34K ﹤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

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Quintet Private Bank (Europe)
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Valley Wealth Managers's AMT Position: Q3 2026 in Review

Valley Wealth Managers increased its American Tower (AMT) stake by 3.2% in Q3 2026, buying an estimated $145K and bringing the position to 27,418 shares worth $4.49M. The position accounts for 0.26% of the portfolio, ranked #87.

Valley Wealth Managers first reported a position in AMT in Q4 2016 and has held it in 6 quarters since. 368 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

  • Valley Wealth Managers held 27,418 shares of American Tower worth $4.49M as of Q3 2026.
  • Valley Wealth Managers bought 842 American Tower shares in Q3 2026, an estimated $145K.
  • American Tower made up 0.26% of Valley Wealth Managers's portfolio in Q3 2026, its #87 holding.
  • Valley Wealth Managers first reported a position in American Tower in Q4 2016 and has held it in 6 quarters since.
  • 368 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.