Baker Tilly Wealth Management
AMT icon

Baker Tilly Wealth Management’s American Tower AMT Stock Holding History

Baker Tilly 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
Q3 		$1.41M Buy
8,601
+1,978
+30% +$340K 0.28% 61
2026
Q2 		$1.08M Sell
6,623
-151
-2% -$27.2K 0.23% 80
2026
Q1 		$1.17M Buy
6,774
+1,549
+30% +$279K 0.28% 66
2025
Q4 		$917K Buy
5,225
+280
+6% +$51K 0.23% 93
2025
Q3 		$951K Buy
4,945
+240
+5% +$50K 0.21% 93
2025
Q2 		$1.04M Sell
4,705
-29
-0.6% -$6.26K 0.37% 55
2025
Q1 		$1.03M Buy
4,734
+1,815
+62% +$356K 0.4% 59
2024
Q4 		$535K Sell
2,919
-1,404
-32% -$291K 0.21% 112
2024
Q3 		$1.01M Buy
4,323
+427
+11% +$94.7K 0.44% 52
2024
Q2 		$757K Sell
3,896
-953
-20% -$178K 0.31% 80
2024
Q1 		$958K Buy
4,849
+2,586
+114% +$515K 0.17% 129
2023
Q4 		$489K Sell
2,263
-798
-26% -$151K 0.08% 285
2023
Q3 		$503K Sell
3,061
-4,487
-59% -$820K 0.08% 255
2023
Q2 		$1.46M Buy
7,548
+594
+9% +$116K 0.15% 142
2023
Q1 		$1.42M Buy
6,954
+891
+15% +$187K 0.16% 137
2022
Q4 		$1.28M Buy
6,063
+682
+13% +$142K 0.16% 151
2022
Q3 		$1.16M Sell
5,381
-41
-0.8% -$10.5K 0.16% 138
2022
Q2 		$1.39M Buy
5,422
+347
+7% +$87.1K 0.18% 120
2022
Q1 		$1.28M Buy
5,075
+1,198
+31% +$292K 0.14% 149
2021
Q4 		$1.13M Buy
3,877
+514
+15% +$140K 0.12% 174
2021
Q3 		$893K Buy
3,363
+587
+21% +$167K 0.12% 185
2021
Q2 		$750K Buy
2,776
+486
+21% +$124K 0.12% 192
2021
Q1 		$547K Buy
+2,290
New +$510K 0.11% 224

Other funds holding AMT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Baker Tilly Wealth Management's AMT Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its American Tower (AMT) stake by 30% in Q3 2026, buying an estimated $340K and bringing the position to 8,601 shares worth $1.41M. The position accounts for 0.28% of the portfolio, ranked #61.

Baker Tilly Wealth Management first reported a position in AMT in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.46M in Q2 2023. 1,307 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

  • Baker Tilly Wealth Management held 8,601 shares of American Tower worth $1.41M as of Q3 2026.
  • Baker Tilly Wealth Management bought 1,978 American Tower shares in Q3 2026, an estimated $340K.
  • American Tower made up 0.28% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #61 holding.
  • Baker Tilly Wealth Management first reported a position in American Tower in Q1 2021 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's American Tower position peaked at $1.46M in Q2 2023.
  • 1,307 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.