BIP Wealth’s American Tower AMT Stock Holding History

BIP Wealth’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 Q1	$1.03M	Sell	5,993 -354	-6%	-$63.7K	0.04%	194
2025 Q4	$1.11M	Buy	6,347 +104	+2%	+$18.9K	0.04%	198
2025 Q3	$1.2M	Buy	6,243 +1,397	+29%	+$291K	0.06%	112
2025 Q2	$1.07M	Buy	4,846 +141	+3%	+$30.4K	0.07%	95
2025 Q1	$1.02M	Sell	4,705 -1,303	-22%	-$256K	0.07%	98
2024 Q4	$1.1M	Buy	6,008 +33	+0.6%	+$6.84K	0.07%	97
2024 Q3	$1.39M	Buy	5,975 +19	+0.3%	+$4.21K	0.09%	76
2024 Q2	$1.16M	Sell	5,956 -168	-3%	-$31.4K	0.09%	73
2024 Q1	$1.21M	Hold	6,124	–	–	0.09%	76
2023 Q4	$1.32M	Buy	6,124 +65	+1%	+$12.3K	0.1%	72
2023 Q3	$996K	Sell	6,059 -176	-3%	-$32.1K	0.09%	76
2023 Q2	$1.21M	Sell	6,235 -36	-0.6%	-$7.04K	0.1%	72
2023 Q1	$1.28M	Buy	+6,271	New	+$1.32M	0.14%	70

Other funds holding AMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

BIP Wealth's AMT Position: Q1 2026 in Review

BIP Wealth reduced its American Tower (AMT) stake by 5.6% in Q1 2026, selling an estimated $63.7K and leaving 5,993 shares worth $1.03M. The position accounts for 0.04% of the portfolio, ranked #194.

BIP Wealth first reported a position in AMT in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.39M in Q3 2024. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

BIP Wealth held 5,993 shares of American Tower worth $1.03M as of Q1 2026.
BIP Wealth sold 354 American Tower shares in Q1 2026, an estimated $63.7K.
American Tower made up 0.04% of BIP Wealth's portfolio in Q1 2026, its #194 holding.
BIP Wealth first reported a position in American Tower in Q1 2023 and has held it in 13 quarters since.
BIP Wealth's American Tower position peaked at $1.39M in Q3 2024.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.