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Accredited Wealth Management’s American Tower AMT Stock Holding History

Accredited 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 		$40.7K Sell
6
-204
-97% -$42.5K 0.03% 154
2025
Q2 		$46.8K Hold
210
– – 0.04% 141
2025
Q1 		$45.7K Buy
210
+135
+180% +$26.5K 0.04% 129
2024
Q4 		$13.9K Buy
+75
New +$15.5K 0.01% 220

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Accredited Wealth Management reduced its American Tower (AMT) stake by 97% in Q3 2025, selling an estimated $42.5K and leaving 6 shares worth $40.7K. The position accounts for 0.03% of the portfolio, ranked #154.

Accredited Wealth Management first reported a position in AMT in Q4 2024 and has held it in 4 quarters since. The position peaked at $46.8K in Q2 2025. 1,794 funds tracked by Wall St. Rank hold AMT as of Q3 2025.

  • Accredited Wealth Management held 6 shares of American Tower worth $40.7K as of Q3 2025.
  • Accredited Wealth Management sold 204 American Tower shares in Q3 2025, an estimated $42.5K.
  • American Tower made up 0.03% of Accredited Wealth Management's portfolio in Q3 2025, its #154 holding.
  • Accredited Wealth Management first reported a position in American Tower in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's American Tower position peaked at $46.8K in Q2 2025.
  • 1,794 funds tracked by Wall St. Rank held American Tower as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.