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Wendell David Associates’s American Tower AMT Stock Holding History

Wendell David Associates’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 		$1.47M Sell
9,002
-4,142
-32% -$746K 0.16% 79
2026
Q1 		$2.27M Sell
13,144
-5,979
-31% -$1.08M 0.25% 66
2025
Q4 		$3.36M Sell
19,123
-16,510
-46% -$3M 0.34% 56
2025
Q3 		$6.85M Buy
35,633
+115
+0.3% +$24K 0.68% 38
2025
Q2 		$7.85M Sell
35,518
-485
-1% -$105K 0.79% 35
2025
Q1 		$7.83M Sell
36,003
-81
-0.2% -$15.9K 0.78% 34
2024
Q4 		$6.62M Sell
36,084
-4,560
-11% -$945K 0.65% 37
2024
Q3 		$9.45M Sell
40,644
-63
-0.2% -$14K 0.9% 32
2024
Q2 		$7.91M Sell
40,707
-603
-1% -$113K 0.81% 37
2024
Q1 		$8.16M Sell
41,310
-280
-0.7% -$55.8K 0.82% 35
2023
Q4 		$8.98M Sell
41,590
-2,125
-5% -$402K 0.97% 33
2023
Q3 		$7.19M Sell
43,715
-970
-2% -$177K 0.85% 33
2023
Q2 		$8.67M Sell
44,685
-1,660
-4% -$325K 0.98% 32
2023
Q1 		$9.47M Sell
46,345
-3,975
-8% -$834K 1.12% 29
2022
Q4 		$10.7M Buy
50,320
+805
+2% +$168K 1.31% 25
2022
Q3 		$10.6M Buy
49,515
+550
+1% +$141K 1.43% 25
2022
Q2 		$12.5M Buy
48,965
+20
+0% +$5.02K 1.59% 24
2022
Q1 		$12.3M Buy
48,945
+230
+0.5% +$56.1K 1.37% 24
2021
Q4 		$14.2M Sell
48,715
-513
-1% -$140K 1.44% 24
2021
Q3 		$13.1M Sell
49,228
-515
-1% -$147K 1.46% 24
2021
Q2 		$13.4M Buy
49,743
+995
+2% +$254K 1.5% 21
2021
Q1 		$11.7M Buy
48,748
+2,260
+5% +$503K 1.4% 23
2020
Q4 		$10.4M Buy
46,488
+844
+2% +$196K 1.28% 26
2020
Q3 		$11M Sell
45,644
-220
-0.5% -$55.8K 1.47% 21
2020
Q2 		$11.9M Sell
45,864
-280
-0.6% -$69.3K 1.72% 18
2020
Q1 		$10M Sell
46,144
-965
-2% -$225K 1.7% 19
2019
Q4 		$10.8M Buy
47,109
+815
+2% +$178K 1.49% 20
2019
Q3 		$10.2M Buy
46,294
+412
+0.9% +$89.9K 1.5% 20
2019
Q2 		$9.38M Sell
45,882
-260
-0.6% -$52.3K 1.41% 24
2019
Q1 		$9.09M Buy
46,142
+883
+2% +$155K 1.42% 22
2018
Q4 		$7.16M Buy
45,259
+1,695
+4% +$265K 1.29% 25
2018
Q3 		$6.33M Buy
43,564
+1,630
+4% +$239K 0.99% 34
2018
Q2 		$6.05M Buy
41,934
+875
+2% +$122K 1.03% 33
2018
Q1 		$5.97M Sell
41,059
-74
-0.2% -$10.4K 1.07% 30
2017
Q4 		$5.87M Buy
41,133
+2,590
+7% +$370K 1.01% 32
2017
Q3 		$5.27M Buy
38,543
+5,655
+17% +$787K 0.93% 36
2017
Q2 		$4.35M Buy
32,888
+1,053
+3% +$135K 0.82% 38
2017
Q1 		$3.87M Buy
31,835
+2,450
+8% +$270K 0.74% 39
2016
Q4 		$3.1M Buy
29,385
+1,670
+6% +$181K 0.61% 44
2016
Q3 		$3.14M Buy
27,715
+525
+2% +$60K 0.62% 47
2016
Q2 		$3.1M Buy
27,190
+875
+3% +$93.1K 0.61% 49
2016
Q1 		$2.68M Hold
26,315
– – 0.52% 52
2015
Q4 		$2.55M Buy
26,315
+925
+4% +$90.1K 0.5% 50
2015
Q3 		$2.23M Buy
25,390
+525
+2% +$49.4K 0.46% 59
2015
Q2 		$2.31M Buy
24,865
+1,900
+8% +$180K 0.45% 59
2015
Q1 		$2.16M Buy
22,965
+4,825
+27% +$469K 0.42% 60
2014
Q4 		$1.8M Buy
18,140
+8,675
+92% +$852K 0.35% 70
2014
Q3 		$890K Buy
+9,465
New +$901K 0.19% 94

Other funds holding AMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Wendell David Associates's AMT Position: Q2 2026 in Review

Wendell David Associates reduced its American Tower (AMT) stake by 32% in Q2 2026, selling an estimated $746K and leaving 9,002 shares worth $1.47M. The position accounts for 0.16% of the portfolio, ranked #79.

Wendell David Associates first reported a position in AMT in Q3 2014 and has held it in 48 quarters since. The position peaked at $14.2M in Q4 2021. 724 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Wendell David Associates held 9,002 shares of American Tower worth $1.47M as of Q2 2026.
  • Wendell David Associates sold 4,142 American Tower shares in Q2 2026, an estimated $746K.
  • American Tower made up 0.16% of Wendell David Associates's portfolio in Q2 2026, its #79 holding.
  • Wendell David Associates first reported a position in American Tower in Q3 2014 and has held it in 48 quarters since.
  • Wendell David Associates's American Tower position peaked at $14.2M in Q4 2021.
  • 724 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Wendell David Associates's 13F filing for Q2 2026, filed 27 Jul 2026.