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Guardian Wealth Advisors (North Carolina)’s American Tower AMT Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$1.79M Sell
10,905
-255
-2% -$45.9K 0.1% 125
2026
Q1 		$1.93M Buy
11,160
+1,036
+10% +$186K 0.12% 109
2025
Q4 		$1.78M Sell
10,124
-1,661
-14% -$302K 0.11% 110
2025
Q3 		$2.27M Buy
11,785
+778
+7% +$162K 0.15% 94
2025
Q2 		$2.44M Buy
11,007
+1,347
+14% +$291K 0.17% 82
2025
Q1 		$2.1M Buy
9,660
+333
+4% +$65.3K 0.17% 85
2024
Q4 		$1.71M Buy
9,327
+1,353
+17% +$280K 0.13% 99
2024
Q3 		$1.85M Buy
7,974
+118
+2% +$26.2K 0.2% 70
2024
Q2 		$1.53M Sell
7,856
-339
-4% -$63.4K 0.18% 73
2024
Q1 		$1.62M Buy
8,195
+229
+3% +$45.6K 0.2% 74
2023
Q4 		$1.72M Buy
7,966
+92
+1% +$17.4K 0.26% 58
2023
Q3 		$1.29M Buy
7,874
+1,372
+21% +$251K 0.22% 69
2023
Q2 		$1.27M Buy
6,502
+1,102
+20% +$215K 0.22% 61
2023
Q1 		$1.1M Buy
5,400
+1,734
+47% +$364K 0.19% 68
2022
Q4 		$782K Buy
3,666
+2,121
+137% +$441K 0.15% 81
2022
Q3 		$332K Sell
1,545
-4
-0.3% -$1.03K 0.06% 137
2022
Q2 		$398K Buy
+1,549
New +$389K 0.07% 123

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

Guardian Wealth Advisors (North Carolina)'s AMT Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its American Tower (AMT) stake by 2.3% in Q2 2026, selling an estimated $45.9K and leaving 10,905 shares worth $1.79M. The position accounts for 0.1% of the portfolio, ranked #125.

Guardian Wealth Advisors (North Carolina) first reported a position in AMT in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.44M in Q2 2025. 1,744 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 10,905 shares of American Tower worth $1.79M as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) sold 255 American Tower shares in Q2 2026, an estimated $45.9K.
  • American Tower made up 0.1% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #125 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in American Tower in Q2 2022 and has held it in 17 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s American Tower position peaked at $2.44M in Q2 2025.
  • 1,744 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.