Waverly Advisors’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.88M | Buy |
45,679
+4,775
| +12% | +$859K | 0.06% | 309 |
|
|
2025
Q4 | $7.18M | Buy |
40,904
+3,367
| +9% | +$613K | 0.06% | 306 |
|
|
2025
Q3 | $7.22M | Buy |
37,537
+4,259
| +13% | +$887K | 0.07% | 263 |
|
|
2025
Q2 | $7.36M | Buy |
33,278
+6,982
| +27% | +$1.51M | 0.08% | 236 |
|
|
2025
Q1 | $5.72M | Buy |
26,296
+20,228
| +333% | +$3.97M | 0.07% | 266 |
|
|
2024
Q4 | $1.11M | Buy |
6,068
+604
| +11% | +$125K | 0.02% | 494 |
|
|
2024
Q3 | $1.27M | Sell |
5,464
-232
| -4% | -$51.4K | 0.02% | 408 |
|
|
2024
Q2 | $1.11M | Buy |
5,696
+93
| +2% | +$17.4K | 0.02% | 422 |
|
|
2024
Q1 | $1.11M | Buy |
5,603
+1,750
| +45% | +$349K | 0.03% | 351 |
|
|
2023
Q4 | $832K | Buy |
3,853
+2,321
| +152% | +$439K | 0.03% | 240 |
|
|
2023
Q3 | $252K | Sell |
1,532
-279
| -15% | -$51K | 0.01% | 355 |
|
|
2023
Q2 | $351K | Buy |
+1,811
| New | +$354K | 0.02% | 279 |
|
|
2021
Q4 | – | Sell |
-923
| Closed | -$251K | – | 204 |
|
|
2021
Q3 | $251K | Buy |
923
+82
| +10% | +$23.4K | 0.02% | 189 |
|
|
2021
Q2 | $238K | Buy |
+841
| New | +$214K | 0.02% | 170 |
|
|
2018
Q4 | – | Sell |
-4,498
| Closed | -$654K | – | 122 |
|
|
2018
Q3 | $654K | Hold |
4,498
| – | – | 0.1% | 106 |
|
|
2018
Q2 | $648K | Buy |
4,498
+370
| +9% | +$51.4K | 0.1% | 105 |
|
|
2018
Q1 | $600K | Sell |
4,128
-1,575
| -28% | -$222K | 0.1% | 109 |
|
|
2017
Q4 | $814K | Buy |
5,703
+19
| +0.3% | +$2.71K | 0.12% | 117 |
|
|
2017
Q3 | $777K | Hold |
5,684
| – | – | 0.17% | 108 |
|
|
2017
Q2 | $752K | Hold |
5,684
| – | – | 0.19% | 101 |
|
|
2017
Q1 | $691K | Buy |
+5,684
| New | +$625K | 0.18% | 104 |
|
|
2016
Q1 | – | Sell |
-4,521
| Closed | -$438K | – | 96 |
|
|
2015
Q4 | $438K | Buy |
4,521
+4,380
| +3,106% | +$427K | 0.19% | 59 |
|
|
2015
Q3 | $12K | Hold |
141
| – | – | 0.01% | 330 |
|
|
2015
Q2 | $13K | Sell |
141
-136
| -49% | -$12.9K | 0.01% | 249 |
|
|
2015
Q1 | $26K | Hold |
277
| – | – | 0.01% | 173 |
|
|
2014
Q4 | $27K | Hold |
277
| – | – | 0.01% | 181 |
|
|
2014
Q3 | $26K | Buy |
277
+102
| +58% | +$9.71K | 0.01% | 294 |
|
|
2014
Q2 | $16K | Hold |
175
| – | – | 0.01% | 360 |
|
|
2014
Q1 | $14K | Sell |
175
-3,210
| -95% | -$262K | 0.01% | 368 |
|
|
2013
Q4 | $270K | Buy |
3,385
+175
| +5% | +$13.6K | 0.1% | 122 |
|
|
2013
Q3 | $238K | Hold |
3,210
| – | – | 0.12% | 87 |
|
|
2013
Q2 | $235K | Buy |
+3,210
| New | +$255K | 0.14% | 83 |
|
Other funds holding AMT
VCM
VPM
Waverly Advisors's AMT Position: Q1 2026 in Review
Waverly Advisors increased its American Tower (AMT) stake by 12% in Q1 2026, buying an estimated $859K and bringing the position to 45,679 shares worth $7.88M. The position accounts for 0.06% of the portfolio, ranked #309.
Waverly Advisors first reported a position in AMT in Q2 2013 and has held it in 32 quarters since. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.
- Waverly Advisors held 45,679 shares of American Tower worth $7.88M as of Q1 2026.
- Waverly Advisors bought 4,775 American Tower shares in Q1 2026, an estimated $859K.
- American Tower made up 0.06% of Waverly Advisors's portfolio in Q1 2026, its #309 holding.
- Waverly Advisors first reported a position in American Tower in Q2 2013 and has held it in 32 quarters since.
- 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.
Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.