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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
Q3 		$381K Buy
2,326
+2
+0.1% +$343 0.2% 86
2026
Q2 		$380K Buy
2,324
+13
+0.6% +$2.34K 0.2% 86
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

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Quintet Private Bank (Europe)
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Defined Wealth Management's AMT Position: Q3 2026 in Review

Defined Wealth Management increased its American Tower (AMT) stake by 0.09% in Q3 2026, buying an estimated $343 and bringing the position to 2,326 shares worth $381K. The position accounts for 0.2% of the portfolio, ranked #86.

Defined Wealth Management first reported a position in AMT in Q4 2020 and has held it in 24 quarters since. The position peaked at $727K in Q4 2021. 309 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

  • Defined Wealth Management held 2,326 shares of American Tower worth $381K as of Q3 2026.
  • Defined Wealth Management bought 2 American Tower shares in Q3 2026, an estimated $343.
  • American Tower made up 0.2% of Defined Wealth Management's portfolio in Q3 2026, its #86 holding.
  • Defined Wealth Management first reported a position in American Tower in Q4 2020 and has held it in 24 quarters since.
  • Defined Wealth Management's American Tower position peaked at $727K in Q4 2021.
  • 309 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Defined Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.