Evercore Wealth Management’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $59.7M | Sell |
346,150
-11,366
| -3% | -$2.05M | 0.94% | 32 |
|
|
2025
Q4 | $62.8M | Sell |
357,516
-39,284
| -10% | -$7.15M | 0.92% | 29 |
|
|
2025
Q3 | $76.3M | Sell |
396,800
-8,752
| -2% | -$1.82M | 1.12% | 28 |
|
|
2025
Q2 | $89.6M | Sell |
405,552
-31,645
| -7% | -$6.83M | 1.39% | 24 |
|
|
2025
Q1 | $95.1M | Sell |
437,197
-16,173
| -4% | -$3.17M | 1.53% | 24 |
|
|
2024
Q4 | $83.2M | Buy |
453,370
+4,600
| +1% | +$953K | 1.25% | 28 |
|
|
2024
Q3 | $104M | Sell |
448,770
-9,765
| -2% | -$2.17M | 1.57% | 24 |
|
|
2024
Q2 | $89.1M | Sell |
458,535
-33,858
| -7% | -$6.33M | 1.4% | 27 |
|
|
2024
Q1 | $97.3M | Sell |
492,393
-3,579
| -0.7% | -$713K | 1.53% | 24 |
|
|
2023
Q4 | $107M | Buy |
495,972
+6,987
| +1% | +$1.32M | 1.8% | 20 |
|
|
2023
Q3 | $80.4M | Sell |
488,985
-376
| -0.1% | -$68.7K | 1.51% | 28 |
|
|
2023
Q2 | $94.9M | Buy |
489,361
+3,750
| +0.8% | +$733K | 1.74% | 21 |
|
|
2023
Q1 | $99.2M | Buy |
485,611
+22,040
| +5% | +$4.62M | 1.98% | 14 |
|
|
2022
Q4 | $98.2M | Buy |
463,571
+3,330
| +0.7% | +$693K | 2.06% | 14 |
|
|
2022
Q3 | $98.8M | Buy |
460,241
+495
| +0.1% | +$127K | 2.23% | 13 |
|
|
2022
Q2 | $118M | Sell |
459,746
-24,609
| -5% | -$6.17M | 2.48% | 11 |
|
|
2022
Q1 | $122M | Buy |
484,355
+22,380
| +5% | +$5.46M | 2.15% | 13 |
|
|
2021
Q4 | $135M | Buy |
461,975
+5,117
| +1% | +$1.4M | 2.2% | 13 |
|
|
2021
Q3 | $121M | Sell |
456,858
-4,642
| -1% | -$1.32M | 2.19% | 13 |
|
|
2021
Q2 | $125M | Sell |
461,500
-2,312
| -0.5% | -$589K | 2.28% | 10 |
|
|
2021
Q1 | $111M | Buy |
463,812
+33,149
| +8% | +$7.38M | 2.2% | 11 |
|
|
2020
Q4 | $96.7M | Buy |
430,663
+3,666
| +0.9% | +$852K | 2.08% | 12 |
|
|
2020
Q3 | $103M | Buy |
426,997
+3,658
| +0.9% | +$927K | 2.53% | 8 |
|
|
2020
Q2 | $109M | Sell |
423,339
-1,271
| -0.3% | -$314K | 2.92% | 8 |
|
|
2020
Q1 | $92.5M | Buy |
424,610
+1,100
| +0.3% | +$256K | 3.05% | 7 |
|
|
2019
Q4 | $97.3M | Buy |
423,510
+4,063
| +1% | +$885K | 2.62% | 9 |
|
|
2019
Q3 | $92.8M | Sell |
419,447
-2,082
| -0.5% | -$454K | 2.72% | 7 |
|
|
2019
Q2 | $86.2M | Sell |
421,529
-18,335
| -4% | -$3.69M | 2.62% | 8 |
|
|
2019
Q1 | $86.7M | Sell |
439,864
-1,063
| -0.2% | -$186K | 2.79% | 7 |
|
|
2018
Q4 | $69.8M | Sell |
440,927
-1,146
| -0.3% | -$179K | 2.63% | 8 |
|
|
2018
Q3 | $64.2M | Sell |
442,073
-1,925
| -0.4% | -$282K | 2.05% | 11 |
|
|
2018
Q2 | $64M | Buy |
443,998
+19,402
| +5% | +$2.7M | 2.19% | 9 |
|
|
2018
Q1 | $61.7M | Sell |
424,596
-12,818
| -3% | -$1.81M | 2.36% | 9 |
|
|
2017
Q4 | $62.4M | Sell |
437,414
-7,397
| -2% | -$1.06M | 2.32% | 8 |
|
|
2017
Q3 | $60.8M | Sell |
444,811
-15,178
| -3% | -$2.11M | 2.37% | 7 |
|
|
2017
Q2 | $60.9M | Sell |
459,989
-20,329
| -4% | -$2.6M | 2.35% | 6 |
|
|
2017
Q1 | $58.4M | Sell |
480,318
-1,645
| -0.3% | -$181K | 2.28% | 6 |
|
|
2016
Q4 | $50.9M | Buy |
481,963
+41,120
| +9% | +$4.47M | 2.11% | 11 |
|
|
2016
Q3 | $50M | Sell |
440,843
-1,478
| -0.3% | -$169K | 2.07% | 10 |
|
|
2016
Q2 | $50.3M | Sell |
442,321
-14,417
| -3% | -$1.53M | 2.22% | 10 |
|
|
2016
Q1 | $46.8M | Buy |
456,738
+41,238
| +10% | +$3.85M | 2.07% | 11 |
|
|
2015
Q4 | $40.3M | Buy |
415,500
+12,387
| +3% | +$1.21M | 1.87% | 11 |
|
|
2015
Q3 | $35.5M | Buy |
403,113
+16,898
| +4% | +$1.59M | 1.69% | 14 |
|
|
2015
Q2 | $36.1M | Buy |
386,215
+2,290
| +0.6% | +$217K | 1.63% | 13 |
|
|
2015
Q1 | $36.1M | Sell |
383,925
-3,920
| -1% | -$381K | 1.66% | 12 |
|
|
2014
Q4 | $38.3M | Buy |
387,845
+8,111
| +2% | +$797K | 1.91% | 7 |
|
|
2014
Q3 | $35.5M | Sell |
379,734
-1,104
| -0.3% | -$105K | 1.78% | 6 |
|
|
2014
Q2 | $34.2M | Buy |
380,838
+8,036
| +2% | +$695K | 1.76% | 6 |
|
|
2014
Q1 | $30.5M | Sell |
372,802
-10,652
| -3% | -$868K | 1.71% | 8 |
|
|
2013
Q4 | $30.6M | Buy |
383,454
+36,145
| +10% | +$2.81M | 1.68% | 6 |
|
|
2013
Q3 | $25.7M | Buy |
347,309
+15,412
| +5% | +$1.11M | 1.47% | 12 |
|
|
2013
Q2 | $24.3M | Buy |
+331,897
| New | +$26.4M | 1.37% | 13 |
|
Other funds holding AMT
VCM
VPM
Evercore Wealth Management's AMT Position: Q1 2026 in Review
Evercore Wealth Management reduced its American Tower (AMT) stake by 3.2% in Q1 2026, selling an estimated $2.05M and leaving 346,150 shares worth $59.7M. The position accounts for 0.94% of the portfolio, ranked #32.
Evercore Wealth Management first reported a position in AMT in Q2 2013 and has held it in 52 quarters since. The position peaked at $135M in Q4 2021. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.
- Evercore Wealth Management held 346,150 shares of American Tower worth $59.7M as of Q1 2026.
- Evercore Wealth Management sold 11,366 American Tower shares in Q1 2026, an estimated $2.05M.
- American Tower made up 0.94% of Evercore Wealth Management's portfolio in Q1 2026, its #32 holding.
- Evercore Wealth Management first reported a position in American Tower in Q2 2013 and has held it in 52 quarters since.
- Evercore Wealth Management's American Tower position peaked at $135M in Q4 2021.
- 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.
Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.