EWM
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Empirical Wealth Management’s American Tower AMT Stock Holding History

Empirical 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 		– Sell
-1,677
Closed -$289K – 1064
2026
Q1 		$289K Sell
1,677
-6,076
-78% -$1.09M 0.01% 807
2025
Q4 		$1.36M Sell
7,753
-439
-5% -$79.9K 0.02% 292
2025
Q3 		$1.58M Buy
8,192
+241
+3% +$50.2K 0.03% 269
2025
Q2 		$1.76M Buy
7,951
+625
+9% +$135K 0.04% 246
2025
Q1 		$1.59M Buy
7,326
+5,810
+383% +$1.14M 0.04% 240
2024
Q4 		$278K Buy
1,516
+82
+6% +$17K 0.01% 519
2024
Q3 		$333K Buy
1,434
+37
+3% +$8.2K 0.01% 451
2024
Q2 		$272K Buy
+1,397
New +$261K 0.01% 473
2024
Q1 		– Sell
-998
Closed -$215K – 533
2023
Q4 		$215K Buy
+998
New +$189K 0.01% 460

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
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

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

Empirical Wealth Management sold out of American Tower (AMT) in Q2 2026, closing a stake of 1,677 shares — an estimated $289K sold.

Empirical Wealth Management first reported a position in AMT in Q4 2023 and held it in 9 quarters. The position peaked at $1.76M in Q2 2025. 351 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Empirical Wealth Management reported no remaining American Tower position as of Q2 2026 after selling out during the quarter.
  • Empirical Wealth Management sold 1,677 American Tower shares in Q2 2026, an estimated $289K.
  • Empirical Wealth Management first reported a position in American Tower in Q4 2023 and held it in 9 quarters.
  • Empirical Wealth Management's American Tower position peaked at $1.76M in Q2 2025.
  • 351 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.