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Evermay Wealth Management’s American Tower AMT Stock Holding History

Evermay 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
Q1 		$231K Sell
1,338
-176
-12% -$31.7K 0.03% 179
2025
Q4 		$268K Buy
1,514
+190
+14% +$34.6K 0.03% 173
2025
Q3 		$257K Sell
1,324
-75
-5% -$15.6K 0.03% 177
2025
Q2 		$311K Hold
1,399
– – 0.04% 161
2025
Q1 		$304K Buy
1,399
+10
+0.7% +$1.96K 0.04% 160
2024
Q4 		$257K Buy
1,389
+315
+29% +$65.3K 0.04% 171
2024
Q3 		$250K Sell
1,074
-100
-9% -$22.2K 0.04% 176
2024
Q2 		$230K Hold
1,174
– – 0.04% 187
2024
Q1 		$232K Sell
1,174
-59
-5% -$11.8K 0.04% 186
2023
Q4 		$268K Buy
1,233
+79
+7% +$14.9K 0.05% 153
2023
Q3 		$190K Sell
1,154
-350
-23% -$63.9K 0.04% 171
2023
Q2 		$294K Hold
1,504
– – 0.06% 138
2023
Q1 		$307K Sell
1,504
-70
-4% -$14.7K 0.06% 132
2022
Q4 		$336K Buy
1,574
+100
+7% +$20.8K 0.07% 125
2022
Q3 		$316K Hold
1,474
– – 0.06% 126
2022
Q2 		$379K Sell
1,474
-25
-2% -$6.27K 0.07% 114
2022
Q1 		$377K Buy
1,499
+21
+1% +$5.12K 0.06% 130
2021
Q4 		$432K Sell
1,478
-55
-4% -$15K 0.08% 107
2021
Q3 		$407K Sell
1,533
-255
-14% -$72.7K 0.08% 100
2021
Q2 		$483K Hold
1,788
– – 0.09% 97
2021
Q1 		$427K Buy
1,788
+38
+2% +$8.46K 0.09% 106
2020
Q4 		$393K Buy
1,750
+857
+96% +$199K 0.09% 106
2020
Q3 		$216K Hold
893
– – 0.05% 149
2020
Q2 		$231K Buy
+893
New +$221K 0.06% 137
2019
Q2 		– Sell
-1,218
Closed -$240K – 147
2019
Q1 		$240K Buy
+1,218
New +$214K 0.07% 128

Other funds holding AMT

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Evermay Wealth Management's AMT Position: Q1 2026 in Review

Evermay Wealth Management reduced its American Tower (AMT) stake by 12% in Q1 2026, selling an estimated $31.7K and leaving 1,338 shares worth $231K. The position accounts for 0.03% of the portfolio, ranked #179.

Evermay Wealth Management first reported a position in AMT in Q1 2019 and has held it in 25 quarters since. The position peaked at $483K in Q2 2021. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Evermay Wealth Management held 1,338 shares of American Tower worth $231K as of Q1 2026.
  • Evermay Wealth Management sold 176 American Tower shares in Q1 2026, an estimated $31.7K.
  • American Tower made up 0.03% of Evermay Wealth Management's portfolio in Q1 2026, its #179 holding.
  • Evermay Wealth Management first reported a position in American Tower in Q1 2019 and has held it in 25 quarters since.
  • Evermay Wealth Management's American Tower position peaked at $483K in Q2 2021.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.