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Defined Wealth Management’s American Tower AMT Stock Holding History

Defined 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 		$399K Sell
2,311
-3
-0.1% -$540 0.23% 83
2025
Q4 		$406K Buy
2,314
+3
+0.1% +$546 0.23% 83
2025
Q3 		$444K Sell
2,311
-11
-0.5% -$2.29K 0.26% 78
2025
Q2 		$513K Buy
2,322
+3
+0.1% +$648 0.32% 73
2025
Q1 		$505K Sell
2,319
-53
-2% -$10.4K 0.34% 67
2024
Q4 		$435K Sell
2,372
-157
-6% -$32.5K 0.29% 76
2024
Q3 		$588K Buy
2,529
+10
+0.4% +$2.22K 0.38% 60
2024
Q2 		$490K Buy
2,519
+10
+0.4% +$1.87K 0.34% 68
2024
Q1 		$496K Buy
2,509
+3
+0.1% +$598 0.36% 66
2023
Q4 		$541K Buy
2,506
+19
+0.8% +$3.59K 0.41% 61
2023
Q3 		$409K Hold
2,487
– – 0.35% 70
2023
Q2 		$482K Buy
2,487
+2
+0.1% +$391 0.41% 61
2023
Q1 		$508K Hold
2,485
– – 0.47% 58
2022
Q4 		$526K Sell
2,485
-20
-0.8% -$4.16K 0.49% 51
2022
Q3 		$538K Buy
2,505
+5
+0.2% +$1.28K 0.59% 42
2022
Q2 		$639K Buy
2,500
+15
+0.6% +$3.76K 0.66% 37
2022
Q1 		$624K Hold
2,485
– – 0.55% 41
2021
Q4 		$727K Hold
2,485
– – 0.59% 42
2021
Q3 		$660K Hold
2,485
– – 0.59% 35
2021
Q2 		$671K Hold
2,485
– – 0.6% 33
2021
Q1 		$594K Hold
2,485
– – 0.56% 36
2020
Q4 		$558K Buy
+2,485
New +$578K 0.55% 39

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

Defined Wealth Management's AMT Position: Q1 2026 in Review

Defined Wealth Management reduced its American Tower (AMT) stake by 0.13% in Q1 2026, selling an estimated $540 and leaving 2,311 shares worth $399K. The position accounts for 0.23% of the portfolio, ranked #83.

Defined Wealth Management first reported a position in AMT in Q4 2020 and has held it in 22 quarters since. The position peaked at $727K in Q4 2021. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Defined Wealth Management held 2,311 shares of American Tower worth $399K as of Q1 2026.
  • Defined Wealth Management sold 3 American Tower shares in Q1 2026, an estimated $540.
  • American Tower made up 0.23% of Defined Wealth Management's portfolio in Q1 2026, its #83 holding.
  • Defined Wealth Management first reported a position in American Tower in Q4 2020 and has held it in 22 quarters since.
  • Defined Wealth Management's American Tower position peaked at $727K in Q4 2021.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Defined Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.