Evelyn Partners Investment Management Services’s American Tower AMT Stock Holding History

Evelyn Partners Investment Management Services’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 Q1	$1.9M	Buy	11,020 +1,280	+13%	+$230K	0.22%	71
2025 Q4	$1.71M	Buy	9,740 +2,040	+26%	+$371K	0.21%	71
2025 Q3	$1.48M	Buy	7,700 +1,656	+27%	+$345K	0.2%	74
2025 Q2	$1.34M	Buy	6,044 +980	+19%	+$212K	0.2%	68
2025 Q1	$1.1M	Buy	5,064 +1,027	+25%	+$201K	0.18%	76
2024 Q4	$740K	Buy	+4,037	New	+$837K	0.13%	79

Other funds holding AMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Evelyn Partners Investment Management Services's AMT Position: Q1 2026 in Review

Evelyn Partners Investment Management Services increased its American Tower (AMT) stake by 13% in Q1 2026, buying an estimated $230K and bringing the position to 11,020 shares worth $1.9M. The position accounts for 0.22% of the portfolio, ranked #71.

Evelyn Partners Investment Management Services first reported a position in AMT in Q4 2024 and has held it in 6 quarters since. 1,750 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Evelyn Partners Investment Management Services held 11,020 shares of American Tower worth $1.9M as of Q1 2026.
Evelyn Partners Investment Management Services bought 1,280 American Tower shares in Q1 2026, an estimated $230K.
American Tower made up 0.22% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #71 holding.
Evelyn Partners Investment Management Services first reported a position in American Tower in Q4 2024 and has held it in 6 quarters since.
1,750 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.