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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Angeles Wealth Management's AMT Position: Q2 2026 in Review

Angeles Wealth Management reduced its American Tower (AMT) stake by 6.9% in Q2 2026, selling an estimated $31K and leaving 2,319 shares worth $383K. The position accounts for 0.02% of the portfolio, ranked #331.

Angeles Wealth Management first reported a position in AMT in Q2 2024 and has held it in 9 quarters since. The position peaked at $567K in Q4 2025. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Angeles Wealth Management held 2,319 shares of American Tower worth $383K as of Q2 2026.
  • Angeles Wealth Management sold 172 American Tower shares in Q2 2026, an estimated $31K.
  • American Tower made up 0.02% of Angeles Wealth Management's portfolio in Q2 2026, its #331 holding.
  • Angeles Wealth Management first reported a position in American Tower in Q2 2024 and has held it in 9 quarters since.
  • Angeles Wealth Management's American Tower position peaked at $567K in Q4 2025.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.