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Axxcess Wealth Management’s American Tower AMT Stock Holding History

Axxcess 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 		$582K Buy
+3,559
New +$641K 0.01% 677
2026
Q1 		– Sell
-4,536
Closed -$796K – 402
2025
Q4 		$796K Sell
4,536
-171
-4% -$31.1K 0.01% 560
2025
Q3 		$905K Buy
4,707
+126
+3% +$26.3K 0.02% 468
2025
Q2 		$1.01M Buy
4,581
+652
+17% +$141K 0.02% 427
2025
Q1 		$855K Buy
3,929
+1,272
+48% +$250K 0.02% 432
2024
Q4 		$487K Sell
2,657
-2,065
-44% -$428K 0.01% 553
2024
Q3 		$1.1M Buy
4,722
+631
+15% +$140K 0.03% 375
2024
Q2 		$795K Sell
4,091
-2,751
-40% -$514K 0.02% 425
2024
Q1 		$1.35M Buy
6,842
+414
+6% +$82.5K 0.04% 317
2023
Q4 		$1.39M Sell
6,428
-771
-11% -$146K 0.04% 294
2023
Q3 		$1.18M Buy
7,199
+4,772
+197% +$872K 0.04% 288
2023
Q2 		$471K Sell
2,427
-1,719
-41% -$336K 0.03% 363
2023
Q1 		$847K Buy
4,146
+48
+1% +$10.1K 0.06% 258
2022
Q4 		$868K Buy
4,098
+1,846
+82% +$384K 0.07% 249
2022
Q3 		$483K Buy
2,252
+51
+2% +$13.1K 0.05% 326
2022
Q2 		$563K Sell
2,201
-149
-6% -$37.4K 0.05% 284
2022
Q1 		$590K Buy
2,350
+1,655
+238% +$404K 0.05% 321
2021
Q4 		$203K Buy
+695
New +$190K 0.01% 583

Other funds holding AMT

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

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

Axxcess Wealth Management opened a new position in American Tower (AMT) in Q2 2026: 3,559 shares worth $582K. The stake represents 0.01% of the portfolio and ranks #677 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in AMT as recently as Q4 2025.

Axxcess Wealth Management first reported a position in AMT in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.39M in Q4 2023. 933 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Axxcess Wealth Management held 3,559 shares of American Tower worth $582K as of Q2 2026.
  • American Tower was a new Axxcess Wealth Management position in Q2 2026.
  • American Tower made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #677 holding.
  • Axxcess Wealth Management first reported a position in American Tower in Q4 2021 and has held it in 18 quarters since.
  • Axxcess Wealth Management's American Tower position peaked at $1.39M in Q4 2023.
  • 933 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

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