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Concord Wealth Partners’s American Tower AMT Stock Holding History

Concord 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 		$163K Buy
+997
New +$179K 0.02% 238
2026
Q1 		– Sell
-995
Closed -$175K – 230
2025
Q4 		$175K Buy
995
+62
+7% +$11.3K 0.02% 207
2025
Q3 		$179K Sell
933
-440
-32% -$91.7K 0.02% 201
2025
Q2 		$303K Buy
1,373
+441
+47% +$95.2K 0.04% 171
2025
Q1 		$203K Sell
932
-414
-31% -$81.2K 0.03% 193
2024
Q4 		$247K Sell
1,346
-575
-30% -$119K 0.04% 185
2024
Q3 		$447K Buy
1,921
+591
+44% +$131K 0.07% 145
2024
Q2 		$259K Sell
1,330
-1,094
-45% -$204K 0.05% 175
2024
Q1 		$479K Buy
2,424
+289
+14% +$57.6K 0.09% 142
2023
Q4 		$461K Sell
2,135
-1,289
-38% -$244K 0.09% 135
2023
Q3 		$563K Buy
3,424
+466
+16% +$85.1K 0.12% 119
2023
Q2 		$574K Buy
2,958
+442
+18% +$86.4K 0.12% 103
2023
Q1 		$514K Buy
2,516
+491
+24% +$103K 0.15% 86
2022
Q4 		$429K Buy
2,025
+5
+0.2% +$1.04K 0.13% 100
2022
Q3 		$434K Sell
2,020
-47
-2% -$12.1K 0.14% 100
2022
Q2 		$528K Sell
2,067
-10
-0.5% -$2.51K 0.15% 94
2022
Q1 		$522K Buy
2,077
+3
+0.1% +$732 0.14% 99
2021
Q4 		$607K Buy
2,074
+1,958
+1,688% +$535K 0.15% 85
2021
Q3 		$31K Sell
116
-1,363
-92% -$389K 0.01% 300
2021
Q2 		$400K Sell
1,479
-43
-3% -$11K 0.11% 81
2021
Q1 		$364K Buy
1,522
+14
+0.9% +$3.12K 0.12% 84
2020
Q4 		$338K Buy
+1,508
New +$351K 0.26% 51

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

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

Concord Wealth Partners opened a new position in American Tower (AMT) in Q2 2026: 997 shares worth $163K. The stake represents 0.02% of the portfolio and ranks #238 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in AMT as recently as Q4 2025.

Concord Wealth Partners first reported a position in AMT in Q4 2020 and has held it in 22 quarters since. The position peaked at $607K in Q4 2021. 1,742 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Concord Wealth Partners held 997 shares of American Tower worth $163K as of Q2 2026.
  • American Tower was a new Concord Wealth Partners position in Q2 2026.
  • American Tower made up 0.02% of Concord Wealth Partners's portfolio in Q2 2026, its #238 holding.
  • Concord Wealth Partners first reported a position in American Tower in Q4 2020 and has held it in 22 quarters since.
  • Concord Wealth Partners's American Tower position peaked at $607K in Q4 2021.
  • 1,742 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.