Weatherly Asset Management’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
$213K Sell
1,232
-2
-0.2% -$360 0.02% 183
2025
Q4
$219K Sell
1,234
-4
-0.3% -$728 0.02% 181
2025
Q3
$240K Hold
1,238
0.02% 168
2025
Q2
$275K Sell
1,238
-123
-9% -$26.6K 0.02% 161
2025
Q1
$296K Sell
1,361
-41
-3% -$8.04K 0.03% 156
2024
Q4
$259K Hold
1,402
0.02% 159
2024
Q3
$326K Hold
1,402
0.03% 150
2024
Q2
$275K Sell
1,402
-357
-20% -$66.7K 0.03% 151
2024
Q1
$348K Sell
1,759
-8
-0.5% -$1.59K 0.03% 144
2023
Q4
$384K Hold
1,767
0.04% 137
2023
Q3
$291K Sell
1,767
-425
-19% -$77.6K 0.03% 153
2023
Q2
$428K Sell
2,192
-20
-0.9% -$3.91K 0.05% 133
2023
Q1
$452K Buy
2,212
+10
+0.5% +$2.1K 0.06% 135
2022
Q4
$470K Hold
2,202
0.06% 132
2022
Q3
$473K Sell
2,202
-25
-1% -$6.42K 0.07% 133
2022
Q2
$572K Sell
2,227
-145
-6% -$36.4K 0.08% 125
2022
Q1
$596K Hold
2,372
0.07% 137
2021
Q4
$694K Hold
2,372
0.08% 128
2021
Q3
$630K Hold
2,372
0.08% 130
2021
Q2
$641K Sell
2,372
-75
-3% -$19.1K 0.08% 128
2021
Q1
$585K Hold
2,447
0.08% 126
2020
Q4
$549K Sell
2,447
-750
-23% -$174K 0.08% 127
2020
Q3
$773K Hold
3,197
0.12% 111
2020
Q2
$827K Sell
3,197
-100
-3% -$24.7K 0.15% 102
2020
Q1
$718K Sell
3,297
-275
-8% -$64K 0.16% 96
2019
Q4
$821K Sell
3,572
-5
-0.1% -$1.09K 0.16% 104
2019
Q3
$791K Sell
3,577
-116
-3% -$25.3K 0.17% 103
2019
Q2
$755K Sell
3,693
-100
-3% -$20.1K 0.15% 111
2019
Q1
$747K Buy
3,793
+11
+0.3% +$1.93K 0.15% 112
2018
Q4
$598K Sell
3,782
-122
-3% -$19.1K 0.14% 121
2018
Q3
$567K Hold
3,904
0.12% 128
2018
Q2
$563K Hold
3,904
0.13% 120
2018
Q1
$567K Buy
3,904
+69
+2% +$9.72K 0.13% 121
2017
Q4
$547K Buy
3,835
+1,900
+98% +$271K 0.13% 122
2017
Q3
$264K Buy
1,935
+175
+10% +$24.4K 0.07% 164
2017
Q2
$233K Buy
+1,760
New +$225K 0.07% 170
2014
Q3
Sell
-1,141
Closed -$103K 153
2014
Q2
$103K Buy
+1,141
New +$98.7K 0.04% 200

Other funds holding AMT

Weatherly Asset Management's AMT Position: Q1 2026 in Review

Weatherly Asset Management reduced its American Tower (AMT) stake by 0.16% in Q1 2026, selling an estimated $360 and leaving 1,232 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #183.

Weatherly Asset Management first reported a position in AMT in Q2 2014 and has held it in 37 quarters since. The position peaked at $827K in Q2 2020. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Weatherly Asset Management held 1,232 shares of American Tower worth $213K as of Q1 2026.
  • Weatherly Asset Management sold 2 American Tower shares in Q1 2026, an estimated $360.
  • American Tower made up 0.02% of Weatherly Asset Management's portfolio in Q1 2026, its #183 holding.
  • Weatherly Asset Management first reported a position in American Tower in Q2 2014 and has held it in 37 quarters since.
  • Weatherly Asset Management's American Tower position peaked at $827K in Q2 2020.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Weatherly Asset Management's 13F filing for Q1 2026, filed 15 Apr 2026.