Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s American Tower AMT Stock Holding History

Carson Wealth (CWM 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
Q1 		$5.8M Sell
33,623
-9,905
-23% -$1.78M 0.02% 740
2025
Q4 		$7.64M Buy
43,528
+27,567
+173% +$5.02M 0.02% 618
2025
Q3 		$3.07M Sell
15,961
-3,955
-20% -$824K 0.01% 907
2025
Q2 		$4.4M Buy
19,916
+3,336
+20% +$720K 0.02% 628
2025
Q1 		$3.61M Buy
16,580
+1,255
+8% +$246K 0.01% 624
2024
Q4 		$2.81M Buy
15,325
+2,808
+22% +$582K 0.01% 658
2024
Q3 		$2.91M Buy
12,517
+78
+0.6% +$17.3K 0.01% 586
2024
Q2 		$2.42M Sell
12,439
-389
-3% -$72.7K 0.01% 590
2024
Q1 		$2.54M Buy
12,828
+990
+8% +$197K 0.01% 561
2023
Q4 		$2.56M Buy
11,838
+1,940
+20% +$367K 0.01% 535
2023
Q3 		$1.63M Buy
9,898
+1,453
+17% +$265K 0.01% 594
2023
Q2 		$1.64M Sell
8,445
-19,625
-70% -$3.84M 0.01% 564
2023
Q1 		$5.74M Buy
28,070
+1,823
+7% +$382K 0.04% 297
2022
Q4 		$5.56M Sell
26,247
-689
-3% -$143K 0.04% 285
2022
Q3 		$5.78M Buy
26,936
+86
+0.3% +$22.1K 0.05% 262
2022
Q2 		$6.86M Buy
26,850
+1,947
+8% +$489K 0.05% 246
2022
Q1 		$6.26M Buy
24,903
+19,087
+328% +$4.66M 0.04% 274
2021
Q4 		$1.7M Buy
+5,816
New +$1.59M 0.01% 471
2021
Q2 		$1.04M Hold
3,863
– – 0.01% 556
2021
Q1 		$1.04M Hold
3,863
– – 0.01% 556
2020
Q4 		$1.04M Hold
3,863
– – 0.01% 556
2020
Q3 		$1.04M Hold
3,863
– – 0.01% 556
2020
Q2 		$1.04M Hold
3,863
– – 0.01% 556
2020
Q1 		$1.04M Hold
3,863
– – 0.01% 556
2019
Q4 		$1.04M Hold
3,863
– – 0.01% 556
2019
Q3 		$1.04M Hold
3,863
– – 0.01% 556
2019
Q2 		$1.04M Hold
3,863
– – 0.01% 556
2019
Q1 		$1.04M Sell
3,863
-158,865
-98% -$27.9M 0.01% 556
2018
Q4 		$25.7M Buy
162,728
+348
+0.2% +$54.4K 0.64% 31
2018
Q3 		$23.6M Sell
162,380
-2,857
-2% -$419K 0.6% 38
2018
Q2 		$23.8M Buy
165,237
+41,468
+34% +$5.76M 0.78% 34
2018
Q1 		$18M Buy
123,769
+123,300
+26,290% +$17.4M 0.71% 38
2017
Q4 		$67K Buy
469
+75
+19% +$10.7K ﹤0.01% 480
2017
Q3 		$54K Buy
394
+334
+557% +$46.5K ﹤0.01% 503
2017
Q2 		$8K Sell
60
-100
-63% -$12.8K ﹤0.01% 804
2017
Q1 		$19K Sell
160
-36
-18% -$3.96K ﹤0.01% 605
2016
Q4 		$21K Sell
196
-128
-40% -$13.9K ﹤0.01% 574
2016
Q3 		$37K Buy
324
+224
+224% +$25.6K ﹤0.01% 466
2016
Q2 		$11K Hold
100
– – ﹤0.01% 542
2016
Q1 		$10K Hold
100
– – ﹤0.01% 523
2015
Q4 		$10K Hold
100
– – ﹤0.01% 463
2015
Q3 		$9K Buy
+100
New +$9.41K ﹤0.01% 452
2014
Q1 		– Sell
-1,133
Closed -$90K – 160
2013
Q4 		$90K Hold
1,133
– – 0.01% 205
2013
Q3 		$84K Buy
+1,133
New +$81.8K 0.02% 158

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

Carson Wealth (CWM LLC)'s AMT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its American Tower (AMT) stake by 23% in Q1 2026, selling an estimated $1.78M and leaving 33,623 shares worth $5.8M. The position accounts for 0.02% of the portfolio, ranked #740.

Carson Wealth (CWM LLC) first reported a position in AMT in Q3 2013 and has held it in 44 quarters since. The position peaked at $25.7M in Q4 2018. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 33,623 shares of American Tower worth $5.8M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 9,905 American Tower shares in Q1 2026, an estimated $1.78M.
  • American Tower made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #740 holding.
  • Carson Wealth (CWM LLC) first reported a position in American Tower in Q3 2013 and has held it in 44 quarters since.
  • Carson Wealth (CWM LLC)'s American Tower position peaked at $25.7M in Q4 2018.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.