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 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	0.1%	133
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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Golden State Wealth Management's AMT Position: Q1 2026 in Review

Golden State Wealth Management reduced its American Tower (AMT) stake by 1.1% in Q1 2026, selling an estimated $1.44K and leaving 739 shares worth $128K. The position accounts for 0.01% of the portfolio, ranked #467.

Golden State Wealth Management first reported a position in AMT in Q1 2019 and has held it in 16 quarters since. The position peaked at $1.09M in Q4 2021. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Golden State Wealth Management held 739 shares of American Tower worth $128K as of Q1 2026.
Golden State Wealth Management sold 8 American Tower shares in Q1 2026, an estimated $1.44K.
American Tower made up 0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #467 holding.
Golden State Wealth Management first reported a position in American Tower in Q1 2019 and has held it in 16 quarters since.
Golden State Wealth Management's American Tower position peaked at $1.09M in Q4 2021.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.