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Baron Wealth Management’s American Tower AMT Stock Holding History

Baron 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 		$324K Buy
+1,979
New +$356K 0.08% 192
2025
Q4 		– Sell
-1,654
Closed -$318K – 262
2025
Q3 		$318K Buy
1,654
+252
+18% +$52.5K 0.11% 146
2025
Q2 		$310K Sell
1,402
-64
-4% -$13.8K 0.11% 137
2025
Q1 		$319K Buy
+1,466
New +$288K 0.14% 121
2024
Q4 		– Sell
-1,561
Closed -$363K – 196
2024
Q3 		$363K Buy
1,561
+249
+19% +$55.2K 0.17% 98
2024
Q2 		$255K Buy
1,312
+97
+8% +$18.1K 0.13% 135
2024
Q1 		$240K Buy
1,215
+40
+3% +$7.97K 0.13% 142
2023
Q4 		$254K Buy
+1,175
New +$222K 0.14% 134
2023
Q2 		– Sell
-1,025
Closed -$209K – 146
2023
Q1 		$209K Buy
+1,025
New +$215K 0.15% 122

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

Baron Wealth Management's AMT Position: Q2 2026 in Review

Baron Wealth Management opened a new position in American Tower (AMT) in Q2 2026: 1,979 shares worth $324K. The stake represents 0.08% of the portfolio and ranks #192 among its holdings. This is a return to the name: Baron Wealth Management previously reported a position in AMT as recently as Q3 2025.

Baron Wealth Management first reported a position in AMT in Q1 2023 and has held it in 9 quarters since. The position peaked at $363K in Q3 2024. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Baron Wealth Management held 1,979 shares of American Tower worth $324K as of Q2 2026.
  • American Tower was a new Baron Wealth Management position in Q2 2026.
  • American Tower made up 0.08% of Baron Wealth Management's portfolio in Q2 2026, its #192 holding.
  • Baron Wealth Management first reported a position in American Tower in Q1 2023 and has held it in 9 quarters since.
  • Baron Wealth Management's American Tower position peaked at $363K in Q3 2024.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.