EWS
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Evergreen Wealth Solutions’s American Tower AMT Stock Holding History

Evergreen Wealth Solutions’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 		$635K Buy
+3,645
New +$656K 0.03% 275

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

Evergreen Wealth Solutions's AMT Position: Q2 2026 in Review

Evergreen Wealth Solutions opened a new position in American Tower (AMT) in Q2 2026: 3,645 shares worth $635K. The stake represents 0.03% of the portfolio and ranks #275 among its holdings.

1,749 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Evergreen Wealth Solutions held 3,645 shares of American Tower worth $635K as of Q2 2026.
  • American Tower was a new Evergreen Wealth Solutions position in Q2 2026.
  • American Tower made up 0.03% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #275 holding.
  • 1,749 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.