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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
Q2 		$9.66M 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

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

Edge Wealth Management increased its American Tower (AMT) stake by 0.42% in Q2 2026, buying an estimated $44.1K and bringing the position to 59,087 shares worth $9.66M. The position accounts for 1.63% of the portfolio, ranked #21.

Edge Wealth Management first reported a position in AMT in Q2 2013 and has held it in 28 quarters since. The position peaked at $14.6M in Q3 2024. 264 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Edge Wealth Management held 59,087 shares of American Tower worth $9.66M as of Q2 2026.
  • Edge Wealth Management bought 245 American Tower shares in Q2 2026, an estimated $44.1K.
  • American Tower made up 1.63% of Edge Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Edge Wealth Management first reported a position in American Tower in Q2 2013 and has held it in 28 quarters since.
  • Edge Wealth Management's American Tower position peaked at $14.6M in Q3 2024.
  • 264 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Edge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.