AWA
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Arkadios Wealth Advisors’s American Tower AMT Stock Holding History

Arkadios 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 		$369K Buy
2,141
+149
+7% +$26.8K 0.01% 1253
2025
Q4 		$350K Buy
1,992
+440
+28% +$80.1K 0.01% 1177
2025
Q3 		$299K Buy
1,552
+262
+20% +$54.6K 0.01% 1156
2025
Q2 		$285K Sell
1,290
-178
-12% -$38.4K 0.01% 1076
2025
Q1 		$319K Sell
1,468
-159
-10% -$31.2K 0.01% 885
2024
Q4 		$298K Sell
1,627
-110
-6% -$22.8K 0.02% 719
2024
Q3 		$404K Buy
1,737
+67
+4% +$14.9K 0.02% 622
2024
Q2 		$325K Hold
1,670
– – 0.02% 611
2024
Q1 		$330K Sell
1,670
-82
-5% -$16.3K 0.03% 510
2023
Q4 		$378K Sell
1,752
-189
-10% -$35.7K 0.03% 452
2023
Q3 		$319K Sell
1,941
-470
-19% -$85.8K 0.03% 465
2023
Q2 		$468K Sell
2,411
-623
-21% -$122K 0.05% 325
2023
Q1 		$620K Sell
3,034
-35
-1% -$7.34K 0.07% 265
2022
Q4 		$650K Buy
3,069
+282
+10% +$58.7K 0.09% 243
2022
Q3 		$598K Buy
2,787
+485
+21% +$125K 0.09% 242
2022
Q2 		$588K Buy
2,302
+215
+10% +$53.9K 0.09% 251
2022
Q1 		$524K Buy
2,087
+103
+5% +$25.1K 0.07% 307
2021
Q4 		$580K Buy
1,984
+195
+11% +$53.3K 0.08% 295
2021
Q3 		$475K Buy
1,789
+201
+13% +$57.3K 0.07% 303
2021
Q2 		$429K Buy
1,588
+663
+72% +$169K 0.05% 368
2021
Q1 		$221K Buy
925
+593
+179% +$132K 0.04% 389
2020
Q4 		$74K Sell
332
-131
-28% -$30.5K 0.02% 484
2020
Q3 		$112K Buy
463
+98
+27% +$24.8K 0.06% 265
2020
Q2 		$94.5K Buy
365
+271
+288% +$67K 0.05% 265
2020
Q1 		$20.5K Buy
94
+12
+15% +$2.79K 0.01% 483
2019
Q4 		$21.1K Buy
+82
New +$17.9K 0.01% 445

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

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

Arkadios Wealth Advisors increased its American Tower (AMT) stake by 7.5% in Q1 2026, buying an estimated $26.8K and bringing the position to 2,141 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #1253.

Arkadios Wealth Advisors first reported a position in AMT in Q4 2019 and has held it in 26 quarters since. The position peaked at $650K in Q4 2022. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Arkadios Wealth Advisors held 2,141 shares of American Tower worth $369K as of Q1 2026.
  • Arkadios Wealth Advisors bought 149 American Tower shares in Q1 2026, an estimated $26.8K.
  • American Tower made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1253 holding.
  • Arkadios Wealth Advisors first reported a position in American Tower in Q4 2019 and has held it in 26 quarters since.
  • Arkadios Wealth Advisors's American Tower position peaked at $650K in Q4 2022.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.