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Badgley Phelps Wealth Managers’s American Tower AMT Stock Holding History

Badgley Phelps Wealth Managers’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 		$4.2M Sell
24,337
-37,426
-61% -$6.73M 0.08% 137
2025
Q4 		$10.9M Sell
61,763
-3,114
-5% -$567K 0.2% 110
2025
Q3 		$12.6M Sell
64,877
-392
-0.6% -$81.7K 0.26% 92
2025
Q2 		$14.5M Buy
65,269
+238
+0.4% +$51.4K 0.32% 84
2025
Q1 		$14.2M Sell
65,031
-351
-0.5% -$68.9K 0.34% 81
2024
Q4 		$12.1M Sell
65,382
-4,401
-6% -$912K 0.28% 95
2024
Q3 		$16.2M Sell
69,783
-1,793
-3% -$398K 0.38% 78
2024
Q2 		$14M Sell
71,576
-1,163
-2% -$217K 0.35% 85
2024
Q1 		$14.4M Sell
72,739
-1,574
-2% -$314K 0.36% 86
2023
Q4 		$16.2M Buy
74,313
+6,977
+10% +$1.32M 0.44% 71
2023
Q3 		$11.1M Sell
67,336
-2,310
-3% -$422K 0.38% 84
2023
Q2 		$13.5M Buy
69,646
+7,740
+13% +$1.51M 0.45% 73
2023
Q1 		$12.6M Buy
61,906
+1,251
+2% +$262K 0.47% 73
2022
Q4 		$12.9M Buy
60,655
+220
+0.4% +$45.8K 0.51% 68
2022
Q3 		$13M Buy
60,435
+871
+1% +$224K 0.56% 60
2022
Q2 		$15.2M Buy
59,564
+114
+0.2% +$28.6K 0.63% 56
2022
Q1 		$14.9M Sell
59,450
-492
-0.8% -$120K 0.52% 66
2021
Q4 		$17.5M Buy
59,942
+1,612
+3% +$440K 0.57% 63
2021
Q3 		$15.5M Buy
+58,330
New +$16.6M 0.56% 59

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

Badgley Phelps Wealth Managers's AMT Position: Q1 2026 in Review

Badgley Phelps Wealth Managers reduced its American Tower (AMT) stake by 61% in Q1 2026, selling an estimated $6.73M and leaving 24,337 shares worth $4.2M. The position accounts for 0.08% of the portfolio, ranked #137.

Badgley Phelps Wealth Managers first reported a position in AMT in Q3 2021 and has held it in 19 quarters since. The position peaked at $17.5M in Q4 2021. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Badgley Phelps Wealth Managers held 24,337 shares of American Tower worth $4.2M as of Q1 2026.
  • Badgley Phelps Wealth Managers sold 37,426 American Tower shares in Q1 2026, an estimated $6.73M.
  • American Tower made up 0.08% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #137 holding.
  • Badgley Phelps Wealth Managers first reported a position in American Tower in Q3 2021 and has held it in 19 quarters since.
  • Badgley Phelps Wealth Managers's American Tower position peaked at $17.5M in Q4 2021.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.