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Cherry Tree Wealth Management’s American Tower AMT Stock Holding History

Cherry Tree 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 		$8.8K Hold
51
– – ﹤0.01% 439
2025
Q4 		$8.96K Hold
51
– – ﹤0.01% 434
2025
Q3 		$9.81K Hold
51
– – ﹤0.01% 412
2025
Q2 		$11.3K Sell
51
-34
-40% -$7.34K ﹤0.01% 396
2025
Q1 		$18.5K Buy
85
+23
+37% +$4.51K ﹤0.01% 360
2024
Q4 		$11.4K Hold
62
– – ﹤0.01% 395
2024
Q3 		$14.4K Hold
62
– – ﹤0.01% 377
2024
Q2 		$12.1K Hold
62
– – ﹤0.01% 374
2024
Q1 		$12.3K Hold
62
– – ﹤0.01% 358
2023
Q4 		$13.4K Hold
62
– – ﹤0.01% 334
2023
Q3 		$10.2K Hold
62
– – ﹤0.01% 340
2023
Q2 		$12K Buy
+62
New +$12.1K ﹤0.01% 325

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cherry Tree Wealth Management's AMT Position: Q1 2026 in Review

Cherry Tree Wealth Management held its American Tower (AMT) position steady in Q1 2026 at 51 shares worth $8.8K. The position accounts for ﹤0.01% of the portfolio, ranked #439.

Cherry Tree Wealth Management first reported a position in AMT in Q2 2023 and has held it in 12 quarters since. The position peaked at $18.5K in Q1 2025. 1,759 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Cherry Tree Wealth Management held 51 shares of American Tower worth $8.8K as of Q1 2026.
  • Cherry Tree Wealth Management left its American Tower share count unchanged in Q1 2026.
  • American Tower made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #439 holding.
  • Cherry Tree Wealth Management first reported a position in American Tower in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's American Tower position peaked at $18.5K in Q1 2025.
  • 1,759 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.