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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
Q2 		$2.79M Sell
16,975
-7,362
-30% -$1.33M 0.05% 158
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 $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

Badgley Phelps Wealth Managers's AMT Position: Q2 2026 in Review

Badgley Phelps Wealth Managers reduced its American Tower (AMT) stake by 30% in Q2 2026, selling an estimated $1.33M and leaving 16,975 shares worth $2.79M. The position accounts for 0.05% of the portfolio, ranked #158.

Badgley Phelps Wealth Managers first reported a position in AMT in Q3 2021 and has held it in 20 quarters since. The position peaked at $17.5M in Q4 2021. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Badgley Phelps Wealth Managers held 16,975 shares of American Tower worth $2.79M as of Q2 2026.
  • Badgley Phelps Wealth Managers sold 7,362 American Tower shares in Q2 2026, an estimated $1.33M.
  • American Tower made up 0.05% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #158 holding.
  • Badgley Phelps Wealth Managers first reported a position in American Tower in Q3 2021 and has held it in 20 quarters since.
  • Badgley Phelps Wealth Managers's American Tower position peaked at $17.5M in Q4 2021.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

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