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Crestwood Advisors Group’s American Tower AMT Stock Holding History

Crestwood Advisors Group’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 		$3.18M Sell
18,425
-734
-4% -$132K 0.05% 182
2025
Q4 		$3.36M Sell
19,159
-2,206
-10% -$401K 0.06% 170
2025
Q3 		$4.11M Sell
21,365
-687
-3% -$143K 0.07% 148
2025
Q2 		$4.87M Sell
22,052
-546
-2% -$118K 0.09% 136
2025
Q1 		$4.92M Buy
22,598
+2,353
+12% +$462K 0.09% 128
2024
Q4 		$3.71M Sell
20,245
-549
-3% -$114K 0.07% 142
2024
Q3 		$4.84M Sell
20,794
-547
-3% -$121K 0.09% 127
2024
Q2 		$4.15M Sell
21,341
-345
-2% -$64.5K 0.09% 129
2024
Q1 		$4.28M Sell
21,686
-576
-3% -$115K 0.09% 128
2023
Q4 		$4.81M Sell
22,262
-16
-0.1% -$3.02K 0.11% 121
2023
Q3 		$3.66M Buy
22,278
+498
+2% +$91K 0.1% 125
2023
Q2 		$4.22M Buy
21,780
+1,396
+7% +$273K 0.13% 89
2023
Q1 		$4.17M Sell
20,384
-606
-3% -$127K 0.14% 91
2022
Q4 		$4.45M Sell
20,990
-662
-3% -$138K 0.15% 90
2022
Q3 		$4.65M Sell
21,652
-12
-0.1% -$3.08K 0.16% 88
2022
Q2 		$5.54M Sell
21,664
-317
-1% -$79.5K 0.19% 83
2022
Q1 		$5.52M Sell
21,981
-500
-2% -$122K 0.15% 92
2021
Q4 		$6.58M Sell
22,481
-297
-1% -$81.1K 0.17% 90
2021
Q3 		$6.04M Sell
22,778
-135
-0.6% -$38.5K 0.17% 91
2021
Q2 		$6.19M Buy
22,913
+11
+0% +$2.8K 0.18% 92
2021
Q1 		$5.47M Buy
22,902
+28
+0.1% +$6.24K 0.17% 94
2020
Q4 		$5.13M Sell
22,874
-579
-2% -$135K 0.17% 98
2020
Q3 		$5.67M Sell
23,453
-517
-2% -$131K 0.21% 87
2020
Q2 		$6.2M Buy
23,970
+662
+3% +$164K 0.25% 81
2020
Q1 		$5.08M Sell
23,308
-1,074
-4% -$250K 0.25% 85
2019
Q4 		$5.6M Buy
24,382
+222
+0.9% +$48.4K 0.22% 91
2019
Q3 		$5.34M Buy
24,160
+451
+2% +$98.4K 0.24% 90
2019
Q2 		$4.85M Buy
23,709
+19,684
+489% +$3.96M 0.22% 90
2019
Q1 		$793K Buy
4,025
+306
+8% +$53.7K 0.06% 91
2018
Q4 		$588K Sell
3,719
-13
-0.3% -$2.03K 0.05% 97
2018
Q3 		$542K Hold
3,732
– – 0.04% 98
2018
Q2 		$556K Sell
3,732
-18
-0.5% -$2.5K 0.04% 98
2018
Q1 		$545K Buy
3,750
+62
+2% +$8.73K 0.04% 99
2017
Q4 		$526K Sell
3,688
-1,700
-32% -$243K 0.04% 108
2017
Q3 		$736K Sell
5,388
-128
-2% -$17.8K 0.06% 86
2017
Q2 		$763K Sell
5,516
-388
-7% -$49.7K 0.06% 83
2017
Q1 		$755K Buy
5,904
+2,316
+65% +$255K 0.07% 81
2016
Q4 		$379K Hold
3,588
– – 0.04% 108
2016
Q3 		$407K Buy
3,588
+284
+9% +$32.5K 0.05% 83
2016
Q2 		$375K Hold
3,304
– – 0.05% 94
2016
Q1 		$338K Hold
3,304
– – 0.04% 108
2015
Q4 		$320K Sell
3,304
-79
-2% -$7.7K 0.04% 116
2015
Q3 		$298K Sell
3,383
-1,442
-30% -$136K 0.04% 114
2015
Q2 		$450K Buy
+4,825
New +$456K 0.06% 92

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

Crestwood Advisors Group's AMT Position: Q1 2026 in Review

Crestwood Advisors Group reduced its American Tower (AMT) stake by 3.8% in Q1 2026, selling an estimated $132K and leaving 18,425 shares worth $3.18M. The position accounts for 0.05% of the portfolio, ranked #182.

Crestwood Advisors Group first reported a position in AMT in Q2 2015 and has held it in 44 quarters since. The position peaked at $6.58M in Q4 2021. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Crestwood Advisors Group held 18,425 shares of American Tower worth $3.18M as of Q1 2026.
  • Crestwood Advisors Group sold 734 American Tower shares in Q1 2026, an estimated $132K.
  • American Tower made up 0.05% of Crestwood Advisors Group's portfolio in Q1 2026, its #182 holding.
  • Crestwood Advisors Group first reported a position in American Tower in Q2 2015 and has held it in 44 quarters since.
  • Crestwood Advisors Group's American Tower position peaked at $6.58M in Q4 2021.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.