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HB Wealth Management’s American Tower AMT Stock Holding History

HB 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 		$6.52M Sell
37,770
-2,244
-6% -$404K 0.04% 215
2025
Q4 		$7.03M Sell
40,014
-4,725
-11% -$860K 0.05% 207
2025
Q3 		$8.6M Buy
44,739
+5,764
+15% +$1.2M 0.06% 175
2025
Q2 		$8.61M Buy
38,975
+1,403
+4% +$303K 0.07% 154
2025
Q1 		$8.18M Buy
37,572
+4,963
+15% +$974K 0.07% 162
2024
Q4 		$5.98M Buy
32,609
+1,304
+4% +$270K 0.06% 144
2024
Q3 		$7.28M Sell
31,305
-977
-3% -$217K 0.08% 125
2024
Q2 		$6.28M Buy
32,282
+1,804
+6% +$337K 0.07% 130
2024
Q1 		$6.02M Buy
30,478
+433
+1% +$86.2K 0.08% 132
2023
Q4 		$6.49M Buy
30,045
+2,035
+7% +$385K 0.09% 116
2023
Q3 		$4.61M Buy
28,010
+1,860
+7% +$340K 0.07% 131
2023
Q2 		$5.07M Buy
26,150
+5,419
+26% +$1.06M 0.08% 123
2023
Q1 		$4.24M Buy
20,731
+695
+3% +$146K 0.07% 136
2022
Q4 		$4.24M Sell
20,036
-3,305
-14% -$688K 0.08% 126
2022
Q3 		$5.01M Buy
23,341
+2,112
+10% +$543K 0.11% 95
2022
Q2 		$5.43M Buy
21,229
+1,727
+9% +$433K 0.11% 90
2022
Q1 		$4.9M Buy
19,502
+4,354
+29% +$1.06M 0.09% 110
2021
Q4 		$4.43M Buy
+15,148
New +$4.14M 0.09% 92

Other funds holding AMT

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

HB Wealth Management's AMT Position: Q1 2026 in Review

HB Wealth Management reduced its American Tower (AMT) stake by 5.6% in Q1 2026, selling an estimated $404K and leaving 37,770 shares worth $6.52M. The position accounts for 0.04% of the portfolio, ranked #215.

HB Wealth Management first reported a position in AMT in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.61M in Q2 2025. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • HB Wealth Management held 37,770 shares of American Tower worth $6.52M as of Q1 2026.
  • HB Wealth Management sold 2,244 American Tower shares in Q1 2026, an estimated $404K.
  • American Tower made up 0.04% of HB Wealth Management's portfolio in Q1 2026, its #215 holding.
  • HB Wealth Management first reported a position in American Tower in Q4 2021 and has held it in 18 quarters since.
  • HB Wealth Management's American Tower position peaked at $8.61M in Q2 2025.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.