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Avion Wealth’s American Tower AMT Stock Holding History

Avion Wealth’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 		$14K Sell
89
-20
-18% -$3.6K ﹤0.01% 477
2026
Q1 		$18K Buy
109
+18
+20% +$3.24K ﹤0.01% 348
2025
Q4 		$15K Buy
91
+23
+34% +$4.18K ﹤0.01% 397
2025
Q3 		$13K Sell
68
-11
-14% -$2.29K ﹤0.01% 414
2025
Q2 		$17K Buy
79
+24
+44% +$5.18K ﹤0.01% 342
2025
Q1 		$10K Hold
55
– – ﹤0.01% 392
2024
Q4 		$10K Sell
55
-2
-4% -$414 ﹤0.01% 391
2024
Q3 		$13K Buy
57
+5
+10% +$1.11K ﹤0.01% 315
2024
Q2 		$10K Buy
52
+21
+68% +$3.92K ﹤0.01% 327
2024
Q1 		$7K Sell
31
-1
-3% -$199 ﹤0.01% 372
2023
Q4 		$7K Buy
32
+21
+191% +$3.97K ﹤0.01% 322
2023
Q3 		$1K Sell
11
-6
-35% -$1.1K ﹤0.01% 556
2023
Q2 		$3K Buy
+17
New +$3.32K ﹤0.01% 404
2022
Q3 		– Sell
-14
Closed -$4K – 511
2022
Q2 		$4K Buy
+14
New +$3.51K ﹤0.01% 339

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

Avion Wealth's AMT Position: Q2 2026 in Review

Avion Wealth reduced its American Tower (AMT) stake by 18% in Q2 2026, selling an estimated $3.6K and leaving 89 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

Avion Wealth first reported a position in AMT in Q2 2022 and has held it in 14 quarters since. The position peaked at $18K in Q1 2026. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Avion Wealth held 89 shares of American Tower worth $14K as of Q2 2026.
  • Avion Wealth sold 20 American Tower shares in Q2 2026, an estimated $3.6K.
  • American Tower made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #477 holding.
  • Avion Wealth first reported a position in American Tower in Q2 2022 and has held it in 14 quarters since.
  • Avion Wealth's American Tower position peaked at $18K in Q1 2026.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.