Edge Wealth Management
AMT icon

Edge Wealth Management’s American Tower AMT Stock Holding History

Edge 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 		$9.01M Sell
54,857
-4,230
-7% -$726K 1.35% 19
2026
Q2 		$9.7M Buy
59,087
+245
+0.4% +$44.1K 1.63% 21
2026
Q1 		$10.2M Sell
58,842
-1,615
-3% -$291K 1.74% 21
2025
Q4 		$10.6M Sell
60,457
-1,829
-3% -$333K 1.87% 19
2025
Q3 		$12M Sell
62,286
-553
-0.9% -$115K 2.12% 17
2025
Q2 		$13.9M Sell
62,839
-434
-0.7% -$93.7K 2.67% 14
2025
Q1 		$13.8M Buy
63,273
+959
+2% +$188K 2.79% 14
2024
Q4 		$11.4M Sell
62,314
-625
-1% -$130K 2.31% 17
2024
Q3 		$14.6M Sell
62,939
-145
-0.2% -$32.2K 2.94% 13
2024
Q2 		$12.3M Sell
63,084
-1,238
-2% -$231K 2.58% 14
2024
Q1 		$12.7M Buy
64,322
+68
+0.1% +$13.5K 2.67% 16
2023
Q4 		$13.9M Sell
64,254
-682
-1% -$129K 3.03% 13
2023
Q3 		$10.7M Buy
+64,936
New +$11.9M 2.5% 15
2022
Q1 		– Sell
-196
Closed -$57K – 120
2021
Q4 		$57K Sell
196
-5
-2% -$1.37K 0.01% 166
2021
Q3 		$53K Buy
201
+10
+5% +$2.85K 0.01% 185
2021
Q2 		$52K Hold
191
– – 0.01% 188
2021
Q1 		$46K Sell
191
-4
-2% -$891 0.01% 195
2020
Q4 		$44K Buy
+195
New +$45.3K 0.01% 194
2016
Q2 		– Sell
-500
Closed -$51K – 457
2016
Q1 		$51K Hold
500
– – 0.02% 172
2015
Q4 		$49K Hold
500
– – 0.02% 188
2015
Q3 		$44K Hold
500
– – 0.02% 186
2015
Q2 		$47K Hold
500
– – 0.02% 189
2015
Q1 		$47K Hold
500
– – 0.02% 196
2014
Q4 		$50K Hold
500
– – 0.02% 193
2014
Q3 		$47K Hold
500
– – 0.02% 196
2014
Q2 		$45K Buy
+500
New +$43.3K 0.02% 186
2014
Q1 		– Sell
-19
Closed -$2K – 407
2013
Q4 		$2K Hold
19
– – ﹤0.01% 317
2013
Q3 		$1K Hold
19
– – ﹤0.01% 314
2013
Q2 		$1K Buy
+19
New +$1.51K ﹤0.01% 301

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

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

Edge Wealth Management reduced its American Tower (AMT) stake by 7.2% in Q3 2026, selling an estimated $726K and leaving 54,857 shares worth $9.01M. The position accounts for 1.35% of the portfolio, ranked #19.

Edge Wealth Management first reported a position in AMT in Q2 2013 and has held it in 29 quarters since. The position peaked at $14.6M in Q3 2024. 289 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

  • Edge Wealth Management held 54,857 shares of American Tower worth $9.01M as of Q3 2026.
  • Edge Wealth Management sold 4,230 American Tower shares in Q3 2026, an estimated $726K.
  • American Tower made up 1.35% of Edge Wealth Management's portfolio in Q3 2026, its #19 holding.
  • Edge Wealth Management first reported a position in American Tower in Q2 2013 and has held it in 29 quarters since.
  • Edge Wealth Management's American Tower position peaked at $14.6M in Q3 2024.
  • 289 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

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