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Brandywine Oak Private Wealth’s American Tower AMT Stock Holding History

Brandywine Oak Private 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
2025
Q2 		– Sell
-1,057
Closed -$230K – 235
2025
Q1 		$230K Sell
1,057
-123
-10% -$24.1K 0.02% 208
2024
Q4 		$216K Buy
1,180
+1
+0.1% +$207 0.02% 219
2024
Q3 		$274K Buy
1,179
+38
+3% +$8.43K 0.03% 203
2024
Q2 		$222K Sell
1,141
-16
-1% -$2.99K 0.02% 215
2024
Q1 		$229K Sell
1,157
-187
-14% -$37.2K 0.02% 220
2023
Q4 		$290K Sell
1,344
-29
-2% -$5.48K 0.03% 194
2023
Q3 		$226K Sell
1,373
-420
-23% -$76.7K 0.03% 215
2023
Q2 		$348K Sell
1,793
-162
-8% -$31.7K 0.04% 186
2023
Q1 		$399K Sell
1,955
-452
-19% -$94.8K 0.05% 174
2022
Q4 		$510K Sell
2,407
-321
-12% -$66.8K 0.06% 156
2022
Q3 		$585K Sell
2,728
-1,704
-38% -$438K 0.08% 140
2022
Q2 		$1.13M Sell
4,432
-180
-4% -$45.2K 0.14% 97
2022
Q1 		$1.16M Sell
4,612
-905
-16% -$221K 0.13% 111
2021
Q4 		$1.61M Sell
5,517
-55
-1% -$15K 0.18% 90
2021
Q3 		$1.48M Sell
5,572
-15
-0.3% -$4.28K 0.17% 90
2021
Q2 		$1.51M Buy
5,587
+4,083
+271% +$1.04M 0.18% 89
2021
Q1 		$359K Sell
1,504
-50
-3% -$11.1K 0.05% 175
2020
Q4 		$348K Buy
1,554
+42
+3% +$9.76K 0.05% 174
2020
Q3 		$365K Sell
1,512
-243
-14% -$61.6K 0.06% 166
2020
Q2 		$453K Sell
1,755
-301
-15% -$74.5K 0.08% 141
2020
Q1 		$448K Buy
2,056
+16
+0.8% +$3.72K 0.09% 122
2019
Q4 		$468K Sell
2,040
-32
-2% -$6.97K 0.09% 121
2019
Q3 		$458K Buy
2,072
+13
+0.6% +$2.84K 0.09% 115
2019
Q2 		$420K Sell
2,059
-168
-8% -$33.8K 0.08% 123
2019
Q1 		$438K Sell
2,227
-64
-3% -$11.2K 0.09% 111
2018
Q4 		$362K Buy
+2,291
New +$358K 0.08% 118

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Brandywine Oak Private Wealth's AMT Position: Q2 2025 in Review

Brandywine Oak Private Wealth sold out of American Tower (AMT) in Q2 2025, closing a stake of 1,057 shares — an estimated $230K sold.

Brandywine Oak Private Wealth first reported a position in AMT in Q4 2018 and held it in 26 quarters. The position peaked at $1.61M in Q4 2021. 1,849 funds tracked by Wall St. Rank hold AMT as of Q2 2025.

  • Brandywine Oak Private Wealth reported no remaining American Tower position as of Q2 2025 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 1,057 American Tower shares in Q2 2025, an estimated $230K.
  • Brandywine Oak Private Wealth first reported a position in American Tower in Q4 2018 and held it in 26 quarters.
  • Brandywine Oak Private Wealth's American Tower position peaked at $1.61M in Q4 2021.
  • 1,849 funds tracked by Wall St. Rank held American Tower as of Q2 2025.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2025, filed 24 Jul 2025.