Avidian Wealth Enterprises’s American Tower AMT Stock Holding History

Avidian Wealth Enterprises’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	$1.81M	Buy	+10,497	New	+$1.89M	0.06%	207
2025 Q3	–	Sell	-1,097	Closed	-$242K	–	584
2025 Q2	$242K	Buy	1,097 +176	+19%	+$38K	0.01%	483
2025 Q1	$200K	Buy	+921	New	+$181K	0.01%	503
2023 Q1	–	Sell	-1,148	Closed	-$243K	–	476
2022 Q4	$243K	Sell	1,148 -554	-33%	-$115K	0.02%	398
2022 Q3	$365K	Buy	1,702 +3	+0.2%	+$771	0.03%	287
2022 Q2	$434K	Sell	1,699 -11	-0.6%	-$2.76K	0.03%	290
2022 Q1	$430K	Sell	1,710 -36	-2%	-$8.78K	0.03%	329
2021 Q4	$511K	Buy	1,746 +318	+22%	+$86.9K	0.03%	295
2021 Q3	$379K	Buy	1,428 +135	+10%	+$38.5K	0.03%	261
2021 Q2	$349K	Buy	1,293 +210	+19%	+$53.5K	0.03%	283
2021 Q1	$259K	Buy	+1,083	New	+$241K	0.02%	305

Other funds holding AMT

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Avidian Wealth Enterprises's AMT Position: Q1 2026 in Review

Avidian Wealth Enterprises opened a new position in American Tower (AMT) in Q1 2026: 10,497 shares worth $1.81M. The stake represents 0.06% of the portfolio and ranks #207 among its holdings. This is a return to the name: Avidian Wealth Enterprises previously reported a position in AMT as recently as Q2 2025.

Avidian Wealth Enterprises first reported a position in AMT in Q1 2021 and has held it in 11 quarters since. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Avidian Wealth Enterprises held 10,497 shares of American Tower worth $1.81M as of Q1 2026.
American Tower was a new Avidian Wealth Enterprises position in Q1 2026.
American Tower made up 0.06% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #207 holding.
Avidian Wealth Enterprises first reported a position in American Tower in Q1 2021 and has held it in 11 quarters since.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.