EW
AMT icon

Evoke Wealth’s American Tower AMT Stock Holding History

Evoke Wealth’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
-1,349
Closed -$233K – 36
2026
Q1 		$233K Sell
1,349
-1,659
-55% -$299K ﹤0.01% 612
2025
Q4 		$534K Buy
3,008
+919
+44% +$167K 0.01% 373
2025
Q3 		$405K Buy
2,089
+12
+0.6% +$2.5K 0.01% 420
2025
Q2 		$463K Buy
2,077
+642
+45% +$139K 0.01% 362
2025
Q1 		$312K Sell
1,435
-37
-3% -$7.26K 0.01% 343
2024
Q4 		$272K Buy
1,472
+95
+7% +$19.7K 0.01% 361
2024
Q3 		$320K Buy
+1,377
New +$305K 0.01% 325
2024
Q2 		– Sell
-1,602
Closed -$317K – 121
2024
Q1 		$317K Buy
+1,602
New +$319K 0.01% 320
2023
Q4 		– Sell
-1,498
Closed -$246K – 108
2023
Q3 		$246K Sell
1,498
-24
-2% -$4.38K 0.01% 329
2023
Q2 		$298K Sell
1,522
-275
-15% -$53.8K 0.01% 290
2023
Q1 		$367K Sell
1,797
-165
-8% -$34.6K 0.01% 248
2022
Q4 		$419K Buy
1,962
+1,481
+308% +$308K 0.02% 236
2022
Q3 		$103K Sell
481
-36
-7% -$9.25K ﹤0.01% 408
2022
Q2 		$133K Sell
517
-4,709
-90% -$1.18M ﹤0.01% 376
2022
Q1 		$1.31M Buy
5,226
+1,361
+35% +$332K 0.04% 150
2021
Q4 		$1.14M Buy
3,865
+2
+0.1% +$546 0.04% 169
2021
Q3 		$1.03M Sell
3,863
-1
-0% -$285 0.04% 168
2021
Q2 		$1.05M Buy
3,864
+3,470
+881% +$884K 0.04% 169
2021
Q1 		$94K Buy
394
+175
+80% +$39K ﹤0.01% 380
2020
Q4 		$50K Buy
219
+82
+60% +$19.1K ﹤0.01% 376
2020
Q3 		$33K Buy
137
+3
+2% +$761 ﹤0.01% 409
2020
Q2 		$35K Sell
134
-22
-14% -$5.44K ﹤0.01% 390
2020
Q1 		$34K Sell
156
-907
-85% -$211K ﹤0.01% 376
2019
Q4 		$245K Buy
1,063
+171
+19% +$37.2K 0.03% 195
2019
Q3 		$198K Buy
+892
New +$195K 0.02% 258

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

Evoke Wealth's AMT Position: Q2 2026 in Review

Evoke Wealth sold out of American Tower (AMT) in Q2 2026, closing a stake of 1,349 shares — an estimated $233K sold.

Evoke Wealth first reported a position in AMT in Q3 2019 and held it in 25 quarters. The position peaked at $1.31M in Q1 2022. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Evoke Wealth reported no remaining American Tower position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 1,349 American Tower shares in Q2 2026, an estimated $233K.
  • Evoke Wealth first reported a position in American Tower in Q3 2019 and held it in 25 quarters.
  • Evoke Wealth's American Tower position peaked at $1.31M in Q1 2022.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.