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Fiduciary Alliance’s American Tower AMT Stock Holding History

Fiduciary Alliance’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 		$730K Sell
4,124
-73
-2% -$13.1K 0.04% 310
2025
Q4 		$737K Sell
4,197
-646
-13% -$118K 0.05% 286
2025
Q3 		$931K Sell
4,843
-79
-2% -$16.5K 0.06% 248
2025
Q2 		$1.09M Sell
4,922
-359
-7% -$77.5K 0.08% 212
2025
Q1 		$1.15M Buy
5,281
+331
+7% +$64.9K 0.11% 152
2024
Q4 		$908K Buy
4,950
+3,233
+188% +$670K 0.09% 170
2024
Q3 		$399K Buy
1,717
+435
+34% +$96.5K 0.05% 175
2024
Q2 		$246K Buy
+1,282
New +$240K 0.04% 184
2023
Q3 		– Sell
-367
Closed -$71.2K – 204
2023
Q2 		$71.2K Buy
+367
New +$71.8K 0.02% 263
2023
Q1 		– Sell
-77
Closed -$16.3K – 170
2022
Q4 		$16.3K Buy
+77
New +$16K ﹤0.01% 337

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

Fiduciary Alliance's AMT Position: Q1 2026 in Review

Fiduciary Alliance reduced its American Tower (AMT) stake by 1.7% in Q1 2026, selling an estimated $13.1K and leaving 4,124 shares worth $730K. The position accounts for 0.04% of the portfolio, ranked #310.

Fiduciary Alliance first reported a position in AMT in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.15M in Q1 2025. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Fiduciary Alliance held 4,124 shares of American Tower worth $730K as of Q1 2026.
  • Fiduciary Alliance sold 73 American Tower shares in Q1 2026, an estimated $13.1K.
  • American Tower made up 0.04% of Fiduciary Alliance's portfolio in Q1 2026, its #310 holding.
  • Fiduciary Alliance first reported a position in American Tower in Q4 2022 and has held it in 10 quarters since.
  • Fiduciary Alliance's American Tower position peaked at $1.15M in Q1 2025.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.