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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

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

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. 1,754 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.
  • 1,754 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.