1858 Wealth Management’s American Tower AMT Stock Holding History

1858 Wealth Management’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	–	Sell	-2,407	Closed	-$532K	–	114
2025 Q2	$532K	Buy	2,407 +103	+4%	+$22.2K	0.39%	57
2025 Q1	$501K	Hold	2,304	–	–	0.42%	53
2024 Q4	$423K	Hold	2,304	–	–	0.33%	70
2024 Q3	$536K	Buy	+2,304	New	+$511K	0.44%	59

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

1858 Wealth Management's AMT Position: Q3 2025 in Review

1858 Wealth Management sold out of American Tower (AMT) in Q3 2025, closing a stake of 2,407 shares — an estimated $532K sold.

1858 Wealth Management first reported a position in AMT in Q3 2024 and held it in 4 quarters. The position peaked at $536K in Q3 2024. 1,795 funds tracked by Wall St. Rank hold AMT as of Q3 2025.

1858 Wealth Management reported no remaining American Tower position as of Q3 2025 after selling out during the quarter.
1858 Wealth Management sold 2,407 American Tower shares in Q3 2025, an estimated $532K.
1858 Wealth Management first reported a position in American Tower in Q3 2024 and held it in 4 quarters.
1858 Wealth Management's American Tower position peaked at $536K in Q3 2024.
1,795 funds tracked by Wall St. Rank held American Tower as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.