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Bay Harbor Wealth Management’s American Tower AMT Stock Holding History

Bay Harbor 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 		$100K Sell
614
-17
-3% -$3.06K 0.02% 110
2026
Q1 		$109K Sell
631
-4
-0.6% -$720 0.03% 84
2025
Q4 		$111K Buy
+635
New +$116K 0.03% 81
2023
Q3 		– Sell
-70
Closed -$13.7K – 165
2023
Q2 		$13.7K Sell
70
-26
-27% -$5.08K 0.01% 109
2023
Q1 		$19.6K Hold
96
– – 0.01% 106
2022
Q4 		$20K Hold
96
– – 0.01% 122
2022
Q3 		$21K Sell
96
-31
-24% -$7.96K 0.01% 123
2022
Q2 		$33K Sell
127
-40
-24% -$10K 0.01% 118
2022
Q1 		$42K Buy
167
+3
+2% +$732 0.02% 122
2021
Q4 		$40K Buy
164
+11
+7% +$3K 0.02% 122
2021
Q3 		$41K Hold
153
– – 0.02% 129
2021
Q2 		$42K Buy
153
+1
+0.7% +$255 0.02% 136
2021
Q1 		$36K Buy
152
+4
+3% +$891 0.02% 157
2020
Q4 		$33K Buy
148
+1
+0.7% +$232 0.02% 183
2020
Q3 		$36K Buy
147
+20
+16% +$5.07K 0.02% 179
2020
Q2 		$33K Buy
127
+15
+13% +$3.71K 0.02% 183
2020
Q1 		$24K Buy
112
+16
+17% +$3.72K 0.01% 179
2019
Q4 		$22K Sell
96
-98
-51% -$21.3K 0.01% 197
2019
Q3 		$44K Sell
194
-15
-7% -$3.27K 0.03% 161
2019
Q2 		$43K Sell
209
-11
-5% -$2.21K 0.03% 174
2019
Q1 		$43K Sell
220
-30
-12% -$5.26K 0.03% 173
2018
Q4 		$40K Buy
+250
New +$39.1K 0.03% 166

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

Bay Harbor Wealth Management's AMT Position: Q2 2026 in Review

Bay Harbor Wealth Management reduced its American Tower (AMT) stake by 2.7% in Q2 2026, selling an estimated $3.06K and leaving 614 shares worth $100K. The position accounts for 0.02% of the portfolio, ranked #110.

Bay Harbor Wealth Management first reported a position in AMT in Q4 2018 and has held it in 22 quarters since. The position peaked at $111K in Q4 2025. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Bay Harbor Wealth Management held 614 shares of American Tower worth $100K as of Q2 2026.
  • Bay Harbor Wealth Management sold 17 American Tower shares in Q2 2026, an estimated $3.06K.
  • American Tower made up 0.02% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #110 holding.
  • Bay Harbor Wealth Management first reported a position in American Tower in Q4 2018 and has held it in 22 quarters since.
  • Bay Harbor Wealth Management's American Tower position peaked at $111K in Q4 2025.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.