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 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	$1.27M	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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Baker Tilly Wealth Management's AMT Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its American Tower (AMT) stake by 2.2% in Q2 2026, selling an estimated $27.2K and leaving 6,623 shares worth $1.08M. The position accounts for 0.23% of the portfolio, ranked #80.

Baker Tilly Wealth Management first reported a position in AMT in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.46M in Q2 2023. 351 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

Baker Tilly Wealth Management held 6,623 shares of American Tower worth $1.08M as of Q2 2026.
Baker Tilly Wealth Management sold 151 American Tower shares in Q2 2026, an estimated $27.2K.
American Tower made up 0.23% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #80 holding.
Baker Tilly Wealth Management first reported a position in American Tower in Q1 2021 and has held it in 22 quarters since.
Baker Tilly Wealth Management's American Tower position peaked at $1.46M in Q2 2023.
351 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.