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Golden State Wealth Management’s American Tower AMT Stock Holding History

Golden State 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
Q2 		$96.3K Sell
588
-151
-20% -$27.2K 0.01% 582
2026
Q1 		$128K Sell
739
-8
-1% -$1.44K 0.01% 467
2025
Q4 		$131K Sell
747
-54
-7% -$9.83K 0.01% 465
2025
Q3 		$154K Buy
801
+182
+29% +$37.9K 0.02% 423
2025
Q2 		$137K Buy
619
+250
+68% +$54K 0.02% 419
2025
Q1 		$80.5K Buy
369
+69
+23% +$13.5K 0.01% 496
2024
Q4 		$55.1K Buy
+300
New +$62.2K 0.01% 557
2022
Q1 		$740K Sell
2,945
-791
-21% -$193K 0.15% 135
2021
Q4 		$1.09M Buy
3,736
+1,110
+42% +$303K 0.19% 113
2021
Q3 		$697K Buy
2,626
+26
+1% +$7.41K 0.15% 130
2021
Q2 		$702K Buy
+2,600
New +$663K 0.15% 127
2021
Q1 		– Sell
-1,398
Closed -$314K – 204
2020
Q4 		$314K Buy
+1,398
New +$325K 0.09% 173
2020
Q3 		– Sell
-1,209
Closed -$313K – 427
2020
Q2 		$313K Buy
1,209
+984
+437% +$243K 0.08% 161
2020
Q1 		$49K Buy
+225
New +$52.4K 0.02% 364
2019
Q4 		– Sell
-225
Closed -$50K – 95
2019
Q3 		$50K Sell
225
-13
-5% -$2.84K 0.02% 425
2019
Q2 		$48K Hold
238
– – 0.02% 465
2019
Q1 		$47K Buy
+238
New +$41.7K 0.02% 456

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

Golden State Wealth Management's AMT Position: Q2 2026 in Review

Golden State Wealth Management reduced its American Tower (AMT) stake by 20% in Q2 2026, selling an estimated $27.2K and leaving 588 shares worth $96.3K. The position accounts for 0.01% of the portfolio, ranked #582.

Golden State Wealth Management first reported a position in AMT in Q1 2019 and has held it in 17 quarters since. The position peaked at $1.09M in Q4 2021. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Golden State Wealth Management held 588 shares of American Tower worth $96.3K as of Q2 2026.
  • Golden State Wealth Management sold 151 American Tower shares in Q2 2026, an estimated $27.2K.
  • American Tower made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #582 holding.
  • Golden State Wealth Management first reported a position in American Tower in Q1 2019 and has held it in 17 quarters since.
  • Golden State Wealth Management's American Tower position peaked at $1.09M in Q4 2021.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.