Roberts Wealth Advisors, LLC / AMT
Roberts Wealth Advisors, LLC’s American Tower Corp Position
Does Roberts Wealth Advisors, LLC own American Tower Corp (AMT)? Yes — 26.6K shares worth $5M (+1.17% of its 13F portfolio) as of Q1 2026, up from 16.8K shares the prior filed quarter.
Position Value
$5M
Q1 2026
Shares
26.6K
% of Portfolio
+1.17%
Quarters Held
16
currently held
Position History AMT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 26.6K | $5M | +1.17% |
| Q4 2025 | 16.8K | $3M | +0.77% |
| Q3 2025 | 28.3K | $5M | +1.45% |
| Q2 2025 | 27.7K | $6M | +1.76% |
| Q1 2025 | 26.8K | $6M | +1.80% |
| Q4 2024 | 25.8K | $5M | +1.42% |
| Q3 2024 | 25.2K | $6M | +1.83% |
| Q2 2024 | 24.7K | $5M | +1.65% |
| Q1 2024 | 23.9K | $4M | +1.59% |
| Q4 2023 | 22.9K | $14,254 | +2.22% |
| Q3 2023 | 22.5K | $4M | +1.68% |
| Q2 2023 | 22.1K | $4M | +1.89% |
| Q1 2023 | 13.2K | $3M | +1.24% |
| Q4 2022 | 12.7K | $3M | +1.32% |
| Q2 2022 | 6.1K | $2M | +0.68% |
| Q1 2022 | 5.8K | $2M | +0.59% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Roberts Wealth Advisors, LLC’s full portfolio or all institutional holders of AMT.