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Bogart Wealth LLC’s American Tower AMT Stock Holding History

Bogart Wealth LLC’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 		$39.4K Sell
241
-23,103
-99% -$4.16M ﹤0.01% 600
2026
Q1 		$4.03M Buy
23,344
+1,494
+7% +$269K 0.16% 105
2025
Q4 		$3.84M Sell
21,850
-35,573
-62% -$6.47M 0.15% 105
2025
Q3 		$11M Sell
57,423
-140
-0.2% -$29.2K 0.45% 52
2025
Q2 		$12.7M Buy
57,563
+20,330
+55% +$4.39M 0.54% 38
2025
Q1 		$8.1M Buy
37,233
+1,364
+4% +$268K 0.38% 64
2024
Q4 		$6.58M Buy
35,869
+5,869
+20% +$1.22M 0.31% 77
2024
Q3 		$6.98M Buy
30,000
+29,988
+249,900% +$6.65M 0.33% 70
2024
Q2 		$2.27K Sell
12
-14
-54% -$2.62K ﹤0.01% 913
2024
Q1 		$5.15K Sell
26
-300
-92% -$59.8K ﹤0.01% 762
2023
Q4 		$70.3K Buy
326
+300
+1,154% +$56.7K ﹤0.01% 318
2023
Q3 		$4.21K Buy
26
+12
+86% +$2.19K ﹤0.01% 759
2023
Q2 		$2.74K Hold
14
– – ﹤0.01% 837
2023
Q1 		$2.86K Sell
14
-32
-70% -$6.71K ﹤0.01% 838
2022
Q4 		$9.75K Sell
46
-26
-36% -$5.41K ﹤0.01% 551
2022
Q3 		$15K Buy
72
+23
+47% +$5.91K ﹤0.01% 471
2022
Q2 		$13K Hold
49
– – ﹤0.01% 490
2022
Q1 		$12K Sell
49
-18
-27% -$4.39K ﹤0.01% 464
2021
Q4 		$20K Buy
67
+18
+37% +$4.92K ﹤0.01% 371
2021
Q3 		$13K Hold
49
– – ﹤0.01% 419
2021
Q2 		$13K Hold
49
– – ﹤0.01% 401
2021
Q1 		$12K Buy
+49
New +$10.9K ﹤0.01% 387

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

Bogart Wealth LLC's AMT Position: Q2 2026 in Review

Bogart Wealth LLC reduced its American Tower (AMT) stake by 99% in Q2 2026, selling an estimated $4.16M and leaving 241 shares worth $39.4K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Bogart Wealth LLC first reported a position in AMT in Q1 2021 and has held it in 22 quarters since. The position peaked at $12.7M in Q2 2025. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Bogart Wealth LLC held 241 shares of American Tower worth $39.4K as of Q2 2026.
  • Bogart Wealth LLC sold 23,103 American Tower shares in Q2 2026, an estimated $4.16M.
  • American Tower made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #600 holding.
  • Bogart Wealth LLC first reported a position in American Tower in Q1 2021 and has held it in 22 quarters since.
  • Bogart Wealth LLC's American Tower position peaked at $12.7M in Q2 2025.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.