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Financial Gravity Asset Management’s American Tower AMT Stock Holding History

Financial Gravity Asset 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 		$690 Hold
4
– – ﹤0.01% 783
2025
Q4 		$702 Sell
4
-49
-92% -$8.92K ﹤0.01% 639
2025
Q3 		$10.2K Buy
+53
New +$11K ﹤0.01% 566
2025
Q1 		$1.52K Buy
+7
New +$1.37K ﹤0.01% 846
2024
Q2 		$778 Sell
4
-14
-78% -$2.62K ﹤0.01% 850
2024
Q1 		$3.67K Sell
18
-37
-67% -$7.37K ﹤0.01% 942
2023
Q4 		$9.95K Buy
55
+5
+10% +$945 ﹤0.01% 787
2023
Q3 		$8.74K Sell
50
-144
-74% -$26.3K ﹤0.01% 608
2023
Q2 		$6.36K Sell
194
-10
-5% -$1.96K 0.02% 438
2023
Q1 		$298 Sell
204
-8
-4% -$1.68K 0.01% 540
2022
Q4 		$6.51K Sell
212
-1,293
-86% -$269K 0.03% 354
2022
Q3 		$314 Sell
1,505
-4,895
-76% -$1.26M 0.01% 468
2022
Q2 		$3.15K Buy
6,400
+4,866
+317% +$1.22M 0.1% 209
2022
Q1 		$365 Sell
1,534
-224
-13% -$54.7K 0.01% 463
2021
Q4 		$417 Buy
1,758
+1,757
+175,700% +$480K 0.01% 508
2021
Q3 		$265K Sell
1
-52
-98% -$14.8K 0.12% 133
2021
Q2 		$284K Sell
53
-2
-4% -$510 0.1% 132
2021
Q1 		$1.07K Hold
55
– – 0.02% 288
2020
Q4 		$13K Buy
+55
New +$12.8K 0.01% 157
2020
Q2 		– Sell
-209
Closed -$9.5K – 58
2020
Q1 		$9.5K Sell
209
-245
-54% -$57K 0.03% 220
2019
Q4 		$319K Sell
454
-64
-12% -$13.9K 0.22% 48
2019
Q3 		$115K Sell
518
-148
-22% -$32.3K 0.1% 185
2019
Q2 		$136K Buy
666
+383
+135% +$77K 0.11% 190
2019
Q1 		$55K Buy
+283
New +$49.6K 0.04% 289
2018
Q3 		$0 Buy
+3
New +$440 ﹤0.01% 1377

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Financial Gravity Asset Management's AMT Position: Q1 2026 in Review

Financial Gravity Asset Management held its American Tower (AMT) position steady in Q1 2026 at 4 shares worth $690. The position accounts for ﹤0.01% of the portfolio, ranked #783.

Financial Gravity Asset Management first reported a position in AMT in Q3 2018 and has held it in 25 quarters since. The position peaked at $319K in Q4 2019. 1,757 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Financial Gravity Asset Management held 4 shares of American Tower worth $690 as of Q1 2026.
  • Financial Gravity Asset Management left its American Tower share count unchanged in Q1 2026.
  • American Tower made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #783 holding.
  • Financial Gravity Asset Management first reported a position in American Tower in Q3 2018 and has held it in 25 quarters since.
  • Financial Gravity Asset Management's American Tower position peaked at $319K in Q4 2019.
  • 1,757 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.