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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
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 $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

Avion Wealth's AMT Position: Q1 2026 in Review

Avion Wealth increased its American Tower (AMT) stake by 20% in Q1 2026, buying an estimated $3.24K and bringing the position to 109 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

Avion Wealth first reported a position in AMT in Q2 2022 and has held it in 13 quarters since. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Avion Wealth held 109 shares of American Tower worth $18K as of Q1 2026.
  • Avion Wealth bought 18 American Tower shares in Q1 2026, an estimated $3.24K.
  • American Tower made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #348 holding.
  • Avion Wealth first reported a position in American Tower in Q2 2022 and has held it in 13 quarters since.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.