4WM
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4J Wealth Management’s American Tower AMT Stock Holding History

4J 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
-1,186
Closed -$262K – 95
2025
Q2 		$262K Sell
1,186
-115
-9% -$24.8K 0.18% 79
2025
Q1 		$283K Buy
1,301
+50
+4% +$9.81K 0.22% 72
2024
Q4 		$229K Sell
1,251
-530
-30% -$110K 0.19% 77
2024
Q3 		$414K Sell
1,781
-170
-9% -$37.7K 0.32% 53
2024
Q2 		$379K Sell
1,951
-460
-19% -$86K 0.31% 52
2024
Q1 		$476K Sell
2,411
-216
-8% -$43K 0.41% 48
2023
Q4 		$567K Sell
2,627
-169
-6% -$31.9K 0.52% 43
2023
Q3 		$460K Sell
2,796
-124
-4% -$22.6K 0.46% 50
2023
Q2 		$566K Sell
2,920
-284
-9% -$55.5K 0.55% 42
2023
Q1 		$655K Sell
3,204
-168
-5% -$35.2K 0.7% 34
2022
Q4 		$714K Sell
3,372
-57
-2% -$11.9K 0.83% 29
2022
Q3 		$736K Sell
3,429
-44
-1% -$11.3K 0.94% 27
2022
Q2 		$888K Sell
3,473
-109
-3% -$27.4K 1.12% 24
2022
Q1 		$900K Sell
3,582
-120
-3% -$29.3K 0.79% 29
2021
Q4 		$1.08M Sell
3,702
-118
-3% -$32.2K 0.91% 29
2021
Q3 		$1.01M Hold
3,820
– – 0.88% 31
2021
Q2 		$1.03M Sell
3,820
-16
-0.4% -$4.08K 0.9% 31
2021
Q1 		$917K Buy
3,836
+162
+4% +$36.1K 0.85% 31
2020
Q4 		$824K Buy
+3,674
New +$854K 0.79% 34

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

4J Wealth Management's AMT Position: Q3 2025 in Review

4J Wealth Management sold out of American Tower (AMT) in Q3 2025, closing a stake of 1,186 shares — an estimated $262K sold.

4J Wealth Management first reported a position in AMT in Q4 2020 and held it in 19 quarters. The position peaked at $1.08M in Q4 2021. 1,798 funds tracked by Wall St. Rank hold AMT as of Q3 2025.

  • 4J Wealth Management reported no remaining American Tower position as of Q3 2025 after selling out during the quarter.
  • 4J Wealth Management sold 1,186 American Tower shares in Q3 2025, an estimated $262K.
  • 4J Wealth Management first reported a position in American Tower in Q4 2020 and held it in 19 quarters.
  • 4J Wealth Management's American Tower position peaked at $1.08M in Q4 2021.
  • 1,798 funds tracked by Wall St. Rank held American Tower as of Q3 2025.

Based on 4J Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.