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Destination Wealth Management’s American Tower AMT Stock Holding History

Destination 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
Q2 		$19.1M Buy
116,707
+3,443
+3% +$620K 0.45% 65
2026
Q1 		$19.5M Buy
113,264
+15,199
+15% +$2.73M 0.51% 66
2025
Q4 		$17.2M Sell
98,065
-8,438
-8% -$1.54M 0.45% 65
2025
Q3 		$20.5M Buy
106,503
+1,669
+2% +$348K 0.56% 58
2025
Q2 		$23.2M Buy
104,834
+2,358
+2% +$509K 0.68% 55
2025
Q1 		$22.3M Buy
102,476
+5,701
+6% +$1.12M 0.7% 54
2024
Q4 		$17.7M Buy
96,775
+1,783
+2% +$369K 0.56% 62
2024
Q3 		$22.1M Buy
94,992
+2,517
+3% +$558K 0.68% 56
2024
Q2 		$18M Buy
92,475
+3,502
+4% +$655K 0.59% 61
2024
Q1 		$17.6M Buy
88,973
+9,516
+12% +$1.9M 0.58% 59
2023
Q4 		$17.2M Sell
79,457
-8,788
-10% -$1.66M 0.59% 56
2023
Q3 		$14.5M Buy
88,245
+3,975
+5% +$726K 0.56% 60
2023
Q2 		$16.3M Buy
84,270
+2,546
+3% +$498K 0.61% 57
2023
Q1 		$16.7M Buy
81,724
+7,868
+11% +$1.65M 0.63% 56
2022
Q4 		$15.6M Sell
73,856
-7,176
-9% -$1.49M 0.62% 54
2022
Q3 		$17.4M Buy
81,032
+2,013
+3% +$517K 0.73% 46
2022
Q2 		$20.2M Buy
79,019
+461
+0.6% +$116K 0.81% 42
2022
Q1 		$19.7M Buy
78,558
+2,840
+4% +$693K 0.73% 50
2021
Q4 		$22.1M Buy
75,718
+1,293
+2% +$353K 0.78% 45
2021
Q3 		$19.8M Buy
74,425
+1,321
+2% +$377K 0.77% 48
2021
Q2 		$19.7M Buy
73,104
+2,144
+3% +$546K 0.76% 48
2021
Q1 		$17M Buy
70,960
+8,416
+13% +$1.87M 0.7% 54
2020
Q4 		$14M Sell
62,544
-2,840
-4% -$660K 0.61% 54
2020
Q3 		$15.8M Buy
65,384
+1,738
+3% +$441K 0.8% 48
2020
Q2 		$16.5M Buy
63,646
+2,148
+3% +$531K 0.89% 37
2020
Q1 		$13.4M Buy
+61,498
New +$14.3M 0.82% 43
2019
Q3 		– Sell
-31
Closed -$6K – 157
2019
Q2 		$6K Buy
+31
New +$6.23K ﹤0.01% 466
2018
Q4 		– Sell
-40
Closed -$6K – 512
2018
Q3 		$6K Buy
+40
New +$5.87K ﹤0.01% 503

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

Destination Wealth Management's AMT Position: Q2 2026 in Review

Destination Wealth Management increased its American Tower (AMT) stake by 3% in Q2 2026, buying an estimated $620K and bringing the position to 116,707 shares worth $19.1M. The position accounts for 0.45% of the portfolio, ranked #65.

Destination Wealth Management first reported a position in AMT in Q3 2018 and has held it in 28 quarters since. The position peaked at $23.2M in Q2 2025. 1,749 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Destination Wealth Management held 116,707 shares of American Tower worth $19.1M as of Q2 2026.
  • Destination Wealth Management bought 3,443 American Tower shares in Q2 2026, an estimated $620K.
  • American Tower made up 0.45% of Destination Wealth Management's portfolio in Q2 2026, its #65 holding.
  • Destination Wealth Management first reported a position in American Tower in Q3 2018 and has held it in 28 quarters since.
  • Destination Wealth Management's American Tower position peaked at $23.2M in Q2 2025.
  • 1,749 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.