AMT AMERICAN TOWER CORP NEW

Ownership history in Beacon Bank & Trust  ·  21 quarters on record

AI Ownership Summary

Beacon Bank & Trust reported AMERICAN TOWER CORP NEW (AMT) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.58% in 2024 Q3. The latest visible filing shows AMT at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AMT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Beacon Bank & Trust's position in AMERICAN TOWER CORP NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

AMT was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.58% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Beacon Bank & Trust held AMT — position size vs. price
% of Fund (quarterly)    AMT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 1,520 -122 -7.4% 0.06% $292K 2025-10-24 $189.67
2025 Q2 ADDED 1,642 +20 +1.2% 0.08% $363K 2025-07-09 $217.77
2025 Q1 REDUCED 1,622 -61 -3.6% 0.09% $353K 2025-04-17 $216.88
2024 Q4 REDUCED 1,683 -8,921 -84.1% 0.07% $309K 2025-01-22 $179.01
2024 Q3 ADDED 10,604 +2,413 +29.5% 0.58% $2.5M 2024-10-18 $216.70
2024 Q2 REDUCED 8,191 -431 -5.0% 0.40% $1.6M 2024-07-12 $200.22
2024 Q1 REDUCED 8,622 -9 -0.1% 0.42% $1.7M 2024-04-24 $163.44
2023 Q4 REDUCED 8,631 -326 -3.6% 0.49% $1.9M 2024-01-22 $190.65
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Beacon Bank & Trust and AMT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Beacon Bank & Trust reported owning AMT?

Beacon Bank & Trust reported AMT across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported AMT position in Beacon Bank & Trust's portfolio?

The largest reported portfolio weight for AMT was 0.58% in 2024 Q3.

What is the latest reported AMT position on this page?

The most recent filing on this page is 2025 Q3, when Beacon Bank & Trust reported 1,520 shares, equal to 0.06% of portfolio, with an estimated market value of $292K.

What does the chart on this AMT ownership page compare?

The chart compares Beacon Bank & Trust's quarterly AMT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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