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AGH Wealth Advisors’s American Tower AMT Stock Holding History

AGH Wealth Advisors’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
2026
Q1 		$214K Buy
1,242
+86
+7% +$15.5K 0.16% 116
2025
Q4 		$203K Sell
1,156
-51
-4% -$9.28K 0.15% 113
2025
Q3 		$232K Sell
1,207
-100
-8% -$20.8K 0.17% 107
2025
Q2 		$289K Buy
+1,307
New +$282K 0.24% 84

Other funds holding AMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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

AGH Wealth Advisors's AMT Position: Q1 2026 in Review

AGH Wealth Advisors increased its American Tower (AMT) stake by 7.4% in Q1 2026, buying an estimated $15.5K and bringing the position to 1,242 shares worth $214K. The position accounts for 0.16% of the portfolio, ranked #116.

AGH Wealth Advisors first reported a position in AMT in Q2 2025 and has held it in 4 quarters since. The position peaked at $289K in Q2 2025. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • AGH Wealth Advisors held 1,242 shares of American Tower worth $214K as of Q1 2026.
  • AGH Wealth Advisors bought 86 American Tower shares in Q1 2026, an estimated $15.5K.
  • American Tower made up 0.16% of AGH Wealth Advisors's portfolio in Q1 2026, its #116 holding.
  • AGH Wealth Advisors first reported a position in American Tower in Q2 2025 and has held it in 4 quarters since.
  • AGH Wealth Advisors's American Tower position peaked at $289K in Q2 2025.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on AGH Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.