Angeles Wealth Management
AMT icon

Angeles Wealth Management’s American Tower AMT Stock Holding History

Angeles 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
2026
Q3 		$268K Sell
1,617
-702
-30% -$121K 0.01% 401
2026
Q2 		$383K Sell
2,319
-172
-7% -$31K 0.02% 331
2026
Q1 		$430K Sell
2,491
-716
-22% -$129K 0.02% 258
2025
Q4 		$567K Buy
3,207
+1,576
+97% +$287K 0.03% 188
2025
Q3 		$314K Sell
1,631
-264
-14% -$55K 0.02% 251
2025
Q2 		$419K Buy
1,895
+390
+26% +$84.2K 0.03% 204
2025
Q1 		$327K Sell
1,505
-408
-21% -$80K 0.03% 190
2024
Q4 		$351K Buy
1,913
+231
+14% +$47.9K 0.03% 182
2024
Q3 		$391K Buy
1,682
+144
+9% +$31.9K 0.03% 157
2024
Q2 		$299K Buy
+1,538
New +$287K 0.03% 181

Other funds holding AMT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Angeles Wealth Management's AMT Position: Q3 2026 in Review

Angeles Wealth Management reduced its American Tower (AMT) stake by 30% in Q3 2026, selling an estimated $121K and leaving 1,617 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #401.

Angeles Wealth Management first reported a position in AMT in Q2 2024 and has held it in 10 quarters since. The position peaked at $567K in Q4 2025. 1,307 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

  • Angeles Wealth Management held 1,617 shares of American Tower worth $268K as of Q3 2026.
  • Angeles Wealth Management sold 702 American Tower shares in Q3 2026, an estimated $121K.
  • American Tower made up 0.01% of Angeles Wealth Management's portfolio in Q3 2026, its #401 holding.
  • Angeles Wealth Management first reported a position in American Tower in Q2 2024 and has held it in 10 quarters since.
  • Angeles Wealth Management's American Tower position peaked at $567K in Q4 2025.
  • 1,307 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Angeles Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.