EDGAR LOMAX CO/VA AMT — AMERICAN TOWER CORP NE COM

Ownership history in EDGAR LOMAX CO/VA  ·  5 quarters on record

AI Ownership Summary

EDGAR LOMAX CO/VA reported AMERICAN TOWER CORP NE COM (AMT) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 1.31% in 2026 Q1. The latest visible filing shows AMT at 1.31% 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.

What this AMT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EDGAR LOMAX CO/VA's position in AMERICAN TOWER CORP NE COM, 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
2026 Q1

AMT was reported at 1.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.31% in 2026 Q1

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

Time in book
Holding Window
2025 Q1 to 2026 Q1

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.

AMT stock page EDGAR LOMAX CO/VA fund profile EDGAR LOMAX CO/VA full holdings
How EDGAR LOMAX CO/VA held AMT — position size vs. price
% of Fund (quarterly)    AMT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 106,530 +85,990 +418.6% 1.31% $18.4M 2026-05-12 $178.82
2025 Q4 REDUCED — — — 20,540 -505 -2.4% 0.27% $3.6M 2026-02-13 $190.20
2025 Q3 REDUCED 22.5% -7.7% ✅ 21,045 -6,115 -22.5% 0.32% $4.0M 2025-11-12 $179.79
2025 Q2 REDUCED — — — 27,160 -395 -1.4% 0.38% $6.0M 2025-08-12 $198.89
2025 Q1 INITIATED — — — 27,555 — — 0.37% $6.0M 2025-05-14 $197.22

🏢 Other funds also holding AMT

As of 2026 Q1 — sorted by position size

Heard Capital LLC 3Y 9.92% Rockbridge Asset Management LLC 9.62% B&I Capital AG 3Y 9.01% AVENIR CORP 3Y 7Y 8.74% IES Holdings, Inc. 7.86% Vert Asset Management LLC 3Y 7.13% LDR Capital Management LLC 3Y 7Y 6.53% LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 3Y 7Y 4.42% Partners Group Holding AG 3Y 7Y 4.15% SOROS CAPITAL MANAGEMENT LLC 3Y 3.97%

FAQ About EDGAR LOMAX CO/VA and AMT

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

How long has EDGAR LOMAX CO/VA reported owning AMT?

EDGAR LOMAX CO/VA reported AMT across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported AMT position in EDGAR LOMAX CO/VA's portfolio?

The largest reported portfolio weight for AMT was 1.31% in 2026 Q1.

What is the latest reported AMT position on this page?

The most recent filing on this page is 2026 Q1, when EDGAR LOMAX CO/VA reported 106,530 shares, equal to 1.31% of portfolio, with an estimated market value of $18.4M.

What does the chart on this AMT ownership page compare?

The chart compares EDGAR LOMAX CO/VA'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.

How well did EDGAR LOMAX CO/VA time their AMT position?

Based on 13F filing dates vs. subsequent AMT price moves, EDGAR LOMAX CO/VA correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on AMT relative to SPY over the holding period was -28.8%.

← Back to EDGAR LOMAX CO/VA Holdings