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Crewe Advisors’s American Tower AMT Stock Holding History

Crewe Advisors’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 		$7.2K Buy
44
+30
+214% +$5.4K ﹤0.01% 819
2026
Q1 		$2.42K Sell
14
-18
-56% -$3.24K ﹤0.01% 888
2025
Q4 		$5.62K Sell
32
-62
-66% -$11.3K ﹤0.01% 710
2025
Q3 		$18.1K Buy
+94
New +$19.6K ﹤0.01% 516
2024
Q3 		– Sell
-332
Closed -$64.5K – 731
2024
Q2 		$64.5K Sell
332
-18
-5% -$3.36K 0.01% 331
2024
Q1 		$69.2K Buy
+350
New +$69.7K 0.01% 324
2023
Q4 		– Sell
-119
Closed -$19.6K – 426
2023
Q3 		$19.6K Buy
119
+1
+0.8% +$183 ﹤0.01% 201
2023
Q2 		$22.9K Sell
118
-307
-72% -$60K ﹤0.01% 336
2023
Q1 		$86.8K Sell
425
-188
-31% -$39.4K 0.01% 242
2022
Q4 		$130K Sell
613
-171
-22% -$35.6K 0.02% 195
2022
Q3 		$168K Buy
784
+127
+19% +$32.6K 0.03% 167
2022
Q2 		$168K Buy
657
+357
+119% +$89.6K 0.04% 153
2022
Q1 		$75K Buy
300
+205
+216% +$50K 0.01% 197
2021
Q4 		$28K Buy
+95
New +$26K 0.01% 233
2020
Q4 		– Sell
-13
Closed -$3K – 452
2020
Q3 		$3K Buy
+13
New +$3.3K ﹤0.01% 427
2019
Q3 		– Sell
-5
Closed -$1K – 218
2019
Q2 		$1K Hold
5
– – ﹤0.01% 277
2019
Q1 		$1K Buy
+5
New +$877 ﹤0.01% 225

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

Crewe Advisors's AMT Position: Q2 2026 in Review

Crewe Advisors increased its American Tower (AMT) stake by 214% in Q2 2026, buying an estimated $5.4K and bringing the position to 44 shares worth $7.2K. The position accounts for ﹤0.01% of the portfolio, ranked #819.

Crewe Advisors first reported a position in AMT in Q1 2019 and has held it in 17 quarters since. The position peaked at $168K in Q3 2022. 1,748 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Crewe Advisors held 44 shares of American Tower worth $7.2K as of Q2 2026.
  • Crewe Advisors bought 30 American Tower shares in Q2 2026, an estimated $5.4K.
  • American Tower made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #819 holding.
  • Crewe Advisors first reported a position in American Tower in Q1 2019 and has held it in 17 quarters since.
  • Crewe Advisors's American Tower position peaked at $168K in Q3 2022.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.