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	Hold	4	–	–	﹤0.01%	850
2024 Q1	$864	Sell	4 -1	-20%	-$199	﹤0.01%	764
2023 Q4	$1.21K	Buy	+5	New	+$945	﹤0.01%	774
2021 Q3	$265K	Sell	1 -52	-98%	-$14.8K	0.12%	133
2021 Q2	$284K	Buy	+53	New	+$13.5K	0.1%	132
2020 Q4	$13K	Buy	+55	New	+$12.8K	0.01%	157
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 15 quarters since. The position peaked at $319K in Q4 2019. 1,761 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 15 quarters since.
Financial Gravity Asset Management's American Tower position peaked at $319K in Q4 2019.
1,761 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.