VWA
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Valued Wealth Advisors’s American Tower AMT Stock Holding History

Valued Wealth Advisors’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 		$18.9K Sell
114
-86
-43% -$15.5K 0.01% 212
2026
Q1 		$34.5K Hold
200
– – 0.01% 131
2025
Q4 		$35.5K Hold
200
– – 0.02% 113
2025
Q3 		$38.9K Hold
200
– – 0.02% 105
2025
Q2 		$44.5K Hold
200
– – 0.02% 92
2025
Q1 		$43.5K Hold
200
– – 0.03% 94
2024
Q4 		$37K Sell
200
-4
-2% -$829 0.02% 107
2024
Q3 		$47.4K Buy
204
+4
+2% +$887 0.03% 82
2024
Q2 		$39.2K Sell
200
-2
-1% -$374 0.03% 83
2024
Q1 		$39.9K Buy
202
+2
+1% +$398 0.03% 79
2023
Q4 		$32.9K Buy
+200
New +$37.8K 0.03% 66

Other funds holding AMT

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Valued Wealth Advisors's AMT Position: Q2 2026 in Review

Valued Wealth Advisors reduced its American Tower (AMT) stake by 43% in Q2 2026, selling an estimated $15.5K and leaving 114 shares worth $18.9K. The position accounts for 0.01% of the portfolio, ranked #212.

Valued Wealth Advisors first reported a position in AMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $47.4K in Q3 2024. 313 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Valued Wealth Advisors held 114 shares of American Tower worth $18.9K as of Q2 2026.
  • Valued Wealth Advisors sold 86 American Tower shares in Q2 2026, an estimated $15.5K.
  • American Tower made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #212 holding.
  • Valued Wealth Advisors first reported a position in American Tower in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's American Tower position peaked at $47.4K in Q3 2024.
  • 313 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.