EI
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Ellevest Inc’s American Tower AMT Stock Holding History

Ellevest Inc’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 		$821K Buy
5,017
+16
+0.3% +$2.88K 0.1% 148
2026
Q1 		$863K Buy
5,001
+839
+20% +$151K 0.12% 123
2025
Q4 		$731K Sell
4,162
-471
-10% -$85.7K 0.1% 145
2025
Q3 		$891K Buy
4,633
+2,427
+110% +$506K 0.13% 116
2025
Q2 		$488K Buy
2,206
+337
+18% +$72.8K 0.08% 200
2025
Q1 		$407K Sell
1,869
-234
-11% -$45.9K 0.03% 230
2024
Q4 		$386K Sell
2,103
-248
-11% -$51.4K 0.02% 258
2024
Q3 		$547K Sell
2,351
-10
-0.4% -$2.22K 0.03% 194
2024
Q2 		$459K Buy
2,361
+497
+27% +$92.9K 0.03% 221
2024
Q1 		$368K Buy
+1,864
New +$371K 0.02% 275
2023
Q2 		– Sell
-688
Closed -$141K – 423
2023
Q1 		$141K Sell
688
-108
-14% -$22.7K 0.01% 381
2022
Q4 		$169K Buy
796
+388
+95% +$80.8K 0.01% 330
2022
Q3 		$88K Sell
408
-90
-18% -$23.1K 0.01% 443
2022
Q2 		$127K Buy
498
+93
+23% +$23.3K 0.01% 370
2022
Q1 		$102K Sell
405
-945
-70% -$231K 0.01% 402
2021
Q4 		$395K Buy
1,350
+112
+9% +$30.6K 0.04% 155
2021
Q3 		$329K Buy
1,238
+119
+11% +$33.9K 0.03% 176
2021
Q2 		$302K Buy
1,119
+212
+23% +$54K 0.03% 165
2021
Q1 		$217K Buy
907
+243
+37% +$54.1K 0.03% 204
2020
Q4 		$149K Buy
664
+5
+0.8% +$1.16K 0.02% 226
2020
Q3 		$159K Buy
659
+82
+14% +$20.8K 0.03% 157
2020
Q2 		$149K Buy
577
+155
+37% +$38.3K 0.03% 137
2020
Q1 		$92K Buy
422
+112
+36% +$26.1K 0.03% 151
2019
Q4 		$71K Buy
310
+192
+163% +$41.8K 0.02% 135
2019
Q3 		$26K Buy
118
+7
+6% +$1.53K 0.01% 163
2019
Q2 		$23K Buy
111
+29
+35% +$5.83K 0.01% 186
2019
Q1 		$16K Buy
82
+42
+105% +$7.37K 0.01% 159
2018
Q4 		$6K Buy
+40
New +$6.25K ﹤0.01% 405

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

Ellevest Inc's AMT Position: Q2 2026 in Review

Ellevest Inc increased its American Tower (AMT) stake by 0.32% in Q2 2026, buying an estimated $2.88K and bringing the position to 5,017 shares worth $821K. The position accounts for 0.1% of the portfolio, ranked #148.

Ellevest Inc first reported a position in AMT in Q4 2018 and has held it in 28 quarters since. The position peaked at $891K in Q3 2025. 1,752 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Ellevest Inc held 5,017 shares of American Tower worth $821K as of Q2 2026.
  • Ellevest Inc bought 16 American Tower shares in Q2 2026, an estimated $2.88K.
  • American Tower made up 0.1% of Ellevest Inc's portfolio in Q2 2026, its #148 holding.
  • Ellevest Inc first reported a position in American Tower in Q4 2018 and has held it in 28 quarters since.
  • Ellevest Inc's American Tower position peaked at $891K in Q3 2025.
  • 1,752 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.