Cassaday & Co Wealth Management’s American Tower AMT Stock Holding History

Cassaday & Co Wealth Management’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	$174K	Sell	1,006 -549	-35%	-$98.8K	﹤0.01%	359
2025 Q4	$273K	Buy	+1,555	New	+$283K	0.01%	303
2025 Q3	–	Sell	-1,106	Closed	-$244K	–	345
2025 Q2	$244K	Buy	1,106 +93	+9%	+$20.1K	0.01%	302
2025 Q1	$220K	Buy	+1,013	New	+$199K	0.01%	296
2024 Q4	–	Sell	-1,006	Closed	-$234K	–	321
2024 Q3	$234K	Buy	+1,006	New	+$223K	0.01%	279
2024 Q2	–	Sell	-1,069	Closed	-$211K	–	291
2024 Q1	$211K	Sell	1,069 -294	-22%	-$58.6K	0.01%	274
2023 Q4	$294K	Buy	1,363 +22	+2%	+$4.16K	0.01%	204
2023 Q3	$221K	Sell	1,341 -9	-0.7%	-$1.64K	0.01%	234
2023 Q2	$262K	Sell	1,350 -47	-3%	-$9.19K	0.01%	214
2023 Q1	$285K	Buy	1,397 +53	+4%	+$11.1K	0.01%	208
2022 Q4	$285K	Buy	+1,344	New	+$280K	0.01%	204

Other funds holding AMT

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Cassaday & Co Wealth Management's AMT Position: Q1 2026 in Review

Cassaday & Co Wealth Management reduced its American Tower (AMT) stake by 35% in Q1 2026, selling an estimated $98.8K and leaving 1,006 shares worth $174K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

Cassaday & Co Wealth Management first reported a position in AMT in Q4 2022 and has held it in 11 quarters since. The position peaked at $294K in Q4 2023. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Cassaday & Co Wealth Management held 1,006 shares of American Tower worth $174K as of Q1 2026.
Cassaday & Co Wealth Management sold 549 American Tower shares in Q1 2026, an estimated $98.8K.
American Tower made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #359 holding.
Cassaday & Co Wealth Management first reported a position in American Tower in Q4 2022 and has held it in 11 quarters since.
Cassaday & Co Wealth Management's American Tower position peaked at $294K in Q4 2023.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.