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BSW Wealth Partners’s American Tower AMT Stock Holding History

BSW Wealth Partners’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 		$206K Buy
+1,259
New +$227K 0.02% 317
2025
Q4 		– Sell
-1,077
Closed -$207K – 323
2025
Q3 		$207K Sell
1,077
-803
-43% -$167K 0.03% 310
2025
Q2 		$415K Buy
1,880
+199
+12% +$43K 0.06% 192
2025
Q1 		$366K Sell
1,681
-555
-25% -$109K 0.06% 203
2024
Q4 		$410K Buy
2,236
+17
+0.8% +$3.52K 0.06% 187
2024
Q3 		$516K Buy
2,219
+366
+20% +$81.2K 0.08% 148
2024
Q2 		$360K Buy
1,853
+136
+8% +$25.4K 0.06% 179
2024
Q1 		$339K Sell
1,717
-9
-0.5% -$1.79K 0.06% 197
2023
Q4 		$373K Buy
1,726
+207
+14% +$39.1K 0.07% 160
2023
Q3 		$250K Sell
1,519
-78
-5% -$14.2K 0.06% 204
2023
Q2 		$310K Sell
1,597
-2,695
-63% -$527K 0.06% 181
2023
Q1 		$877K Buy
4,292
+925
+27% +$194K 0.18% 81
2022
Q4 		$713K Sell
3,367
-194
-5% -$40.4K 0.15% 95
2022
Q3 		$764K Buy
3,561
+185
+5% +$47.5K 0.19% 70
2022
Q2 		$863K Buy
3,376
+283
+9% +$71K 0.21% 68
2022
Q1 		$777K Buy
3,093
+403
+15% +$98.3K 0.2% 80
2021
Q4 		$787K Buy
2,690
+278
+12% +$75.9K 0.2% 71
2021
Q3 		$640K Buy
2,412
+365
+18% +$104K 0.18% 77
2021
Q2 		$553K Buy
2,047
+501
+32% +$128K 0.15% 96
2021
Q1 		$370K Buy
1,546
+263
+20% +$58.6K 0.11% 115
2020
Q4 		$288K Buy
1,283
+351
+38% +$81.6K 0.09% 129
2020
Q3 		$225K Buy
+932
New +$236K 0.08% 129

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

BSW Wealth Partners's AMT Position: Q2 2026 in Review

BSW Wealth Partners opened a new position in American Tower (AMT) in Q2 2026: 1,259 shares worth $206K. The stake represents 0.02% of the portfolio and ranks #317 among its holdings. This is a return to the name: BSW Wealth Partners previously reported a position in AMT as recently as Q3 2025.

BSW Wealth Partners first reported a position in AMT in Q3 2020 and has held it in 22 quarters since. The position peaked at $877K in Q1 2023. 1,749 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • BSW Wealth Partners held 1,259 shares of American Tower worth $206K as of Q2 2026.
  • American Tower was a new BSW Wealth Partners position in Q2 2026.
  • American Tower made up 0.02% of BSW Wealth Partners's portfolio in Q2 2026, its #317 holding.
  • BSW Wealth Partners first reported a position in American Tower in Q3 2020 and has held it in 22 quarters since.
  • BSW Wealth Partners's American Tower position peaked at $877K in Q1 2023.
  • 1,749 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.