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West Oak Capital’s American Tower AMT Stock Holding History

West Oak Capital’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
2025
Q3 		$87 Hold
45
– – ﹤0.01% 221
2025
Q2 		$99 Hold
45
– – ﹤0.01% 244
2025
Q1 		$98 Hold
45
– – ﹤0.01% 243
2024
Q4 		$83K Hold
45
– – ﹤0.01% 251
2024
Q3 		$105 Sell
45
-1,058
-96% -$235K ﹤0.01% 243
2024
Q2 		$214K Buy
1,103
+20
+2% +$3.74K 0.09% 116
2024
Q1 		$214K Hold
1,083
– – 0.09% 120
2023
Q4 		$227K Sell
1,083
-150
-12% -$28.3K 0.11% 112
2023
Q3 		$203K Sell
1,233
-1,940
-61% -$354K 0.1% 114
2023
Q2 		$613K Hold
3,173
– – 0.3% 75
2023
Q1 		$567K Buy
3,173
+95
+3% +$19.9K 0.29% 77
2022
Q4 		$567K Sell
3,078
-735
-19% -$153K 0.3% 74
2022
Q3 		$665K Buy
3,813
+90
+2% +$23.1K 0.36% 71
2022
Q2 		$724K Buy
3,723
+340
+10% +$85.3K 0.38% 71
2022
Q1 		$656K Sell
3,383
-200
-6% -$48.8K 0.3% 70
2021
Q4 		$720K Sell
3,583
-15
-0.4% -$4.1K 0.26% 75
2021
Q3 		$607K Sell
3,598
-90
-2% -$25.7K 0.24% 77
2021
Q2 		$610K Sell
3,688
-25
-0.7% -$6.37K 0.24% 76
2021
Q1 		$588K Buy
3,713
+2,530
+214% +$563K 0.25% 76
2020
Q4 		$266K Sell
1,183
-50
-4% -$11.6K 0.12% 106
2020
Q3 		$298K Sell
1,233
-105
-8% -$26.6K 0.16% 90
2020
Q2 		$346K Buy
1,338
+355
+36% +$87.8K 0.2% 84
2020
Q1 		$214K Buy
983
+883
+883% +$205K 0.15% 99
2019
Q4 		$23K Hold
100
– – 0.01% 205
2019
Q3 		$22K Hold
100
– – 0.01% 210
2019
Q2 		$20K Hold
100
– – 0.01% 224
2019
Q1 		$20K Hold
100
– – 0.01% 217
2018
Q4 		$15.8K Buy
100
+50
+100% +$7.82K 0.01% 219
2018
Q3 		$7.26K Buy
+50
New +$7.33K ﹤0.01% 274

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

West Oak Capital's AMT Position: Q3 2025 in Review

West Oak Capital held its American Tower (AMT) position steady in Q3 2025 at 45 shares worth $87. The position accounts for ﹤0.01% of the portfolio, ranked #221.

West Oak Capital first reported a position in AMT in Q3 2018 and has held it in 29 quarters since. The position peaked at $724K in Q2 2022. 1,795 funds tracked by Wall St. Rank hold AMT as of Q3 2025.

  • West Oak Capital held 45 shares of American Tower worth $87 as of Q3 2025.
  • West Oak Capital left its American Tower share count unchanged in Q3 2025.
  • American Tower made up ﹤0.01% of West Oak Capital's portfolio in Q3 2025, its #221 holding.
  • West Oak Capital first reported a position in American Tower in Q3 2018 and has held it in 29 quarters since.
  • West Oak Capital's American Tower position peaked at $724K in Q2 2022.
  • 1,795 funds tracked by Wall St. Rank held American Tower as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.