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Burling Wealth Partners’s American Tower AMT Stock Holding History

Burling 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
Q1 		$1.96M Sell
11,370
-2,444
-18% -$440K 0.32% 72
2025
Q4 		$2.43M Sell
13,814
-2,047
-13% -$372K 0.38% 61
2025
Q3 		$3.05M Sell
15,861
-4,010
-20% -$835K 0.51% 56
2025
Q2 		$4.39M Sell
19,871
-2,695
-12% -$582K 0.81% 35
2025
Q1 		$4.91M Sell
22,566
-3,333
-13% -$654K 1.03% 27
2024
Q4 		$4.75M Buy
+25,899
New +$5.37M 0.97% 28

Other funds holding AMT

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Burling Wealth Partners's AMT Position: Q1 2026 in Review

Burling Wealth Partners reduced its American Tower (AMT) stake by 18% in Q1 2026, selling an estimated $440K and leaving 11,370 shares worth $1.96M. The position accounts for 0.32% of the portfolio, ranked #72.

Burling Wealth Partners first reported a position in AMT in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.91M in Q1 2025. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Burling Wealth Partners held 11,370 shares of American Tower worth $1.96M as of Q1 2026.
  • Burling Wealth Partners sold 2,444 American Tower shares in Q1 2026, an estimated $440K.
  • American Tower made up 0.32% of Burling Wealth Partners's portfolio in Q1 2026, its #72 holding.
  • Burling Wealth Partners first reported a position in American Tower in Q4 2024 and has held it in 6 quarters since.
  • Burling Wealth Partners's American Tower position peaked at $4.91M in Q1 2025.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.