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Balboa Wealth Partners’s American Tower AMT Stock Holding History

Balboa Wealth Partners’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 		$409K Sell
2,498
-654
-21% -$118K 0.06% 277
2026
Q1 		$544K Sell
3,152
-78
-2% -$14K 0.09% 186
2025
Q4 		$567K Sell
3,230
-86
-3% -$15.7K 0.09% 175
2025
Q3 		$638K Buy
3,316
+2
+0.1% +$417 0.11% 151
2025
Q2 		$732K Buy
+3,314
New +$715K 0.15% 121

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

Balboa Wealth Partners's AMT Position: Q2 2026 in Review

Balboa Wealth Partners reduced its American Tower (AMT) stake by 21% in Q2 2026, selling an estimated $118K and leaving 2,498 shares worth $409K. The position accounts for 0.06% of the portfolio, ranked #277.

Balboa Wealth Partners first reported a position in AMT in Q2 2025 and has held it in 5 quarters since. The position peaked at $732K in Q2 2025. 1,749 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Balboa Wealth Partners held 2,498 shares of American Tower worth $409K as of Q2 2026.
  • Balboa Wealth Partners sold 654 American Tower shares in Q2 2026, an estimated $118K.
  • American Tower made up 0.06% of Balboa Wealth Partners's portfolio in Q2 2026, its #277 holding.
  • Balboa Wealth Partners first reported a position in American Tower in Q2 2025 and has held it in 5 quarters since.
  • Balboa Wealth Partners's American Tower position peaked at $732K in Q2 2025.
  • 1,749 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.