Heritage Wealth Advisors’s American Tower AMT Stock Holding History

Heritage Wealth Advisors’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	$23.1K	Buy	+134	New	+$24.1K	﹤0.01%	419
2025 Q1	–	Sell	-34	Closed	-$6.24K	–	582
2024 Q4	$6.24K	Sell	34 -1	-3%	-$207	﹤0.01%	474
2024 Q3	$8.14K	Buy	+35	New	+$7.76K	﹤0.01%	450
2023 Q4	–	Sell	-94	Closed	-$15.5K	–	563
2023 Q3	$15.5K	Sell	94 -116	-55%	-$21.2K	﹤0.01%	396
2023 Q2	$40.7K	Hold	210	–	–	﹤0.01%	340
2023 Q1	$42.9K	Sell	210 -94	-31%	-$19.7K	﹤0.01%	336
2022 Q4	$64.4K	Hold	304	–	–	﹤0.01%	292
2022 Q3	$65.3K	Hold	304	–	–	﹤0.01%	279
2022 Q2	$78K	Hold	304	–	–	0.01%	281
2022 Q1	$76K	Hold	304	–	–	﹤0.01%	275
2021 Q4	$89K	Hold	304	–	–	﹤0.01%	275
2021 Q3	$80.7K	Hold	304	–	–	﹤0.01%	272
2021 Q2	$82.1K	Hold	304	–	–	0.01%	271
2021 Q1	$72.7K	Sell	304 -44	-13%	-$9.8K	﹤0.01%	294
2020 Q4	$78K	Hold	348	–	–	﹤0.01%	281
2020 Q3	$84.1K	Hold	348	–	–	0.01%	226
2020 Q2	$90K	Hold	348	–	–	0.01%	209
2020 Q1	$75.8K	Buy	348 +25	+8%	+$5.82K	0.01%	215
2019 Q4	$74.2K	Buy	323 +207	+178%	+$45.1K	0.01%	267
2019 Q3	$25K	Sell	116 -90	-44%	-$19.6K	﹤0.01%	330
2019 Q2	$42.1K	Hold	206	–	–	0.01%	272
2019 Q1	$40.6K	Hold	206	–	–	0.01%	247
2018 Q4	$32K	Hold	206	–	–	0.01%	227
2018 Q3	$29K	Buy	+206	New	+$30.2K	0.01%	238

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

Heritage Wealth Advisors's AMT Position: Q1 2026 in Review

Heritage Wealth Advisors opened a new position in American Tower (AMT) in Q1 2026: 134 shares worth $23.1K. The stake represents ﹤0.01% of the portfolio and ranks #419 among its holdings. This is a return to the name: Heritage Wealth Advisors previously reported a position in AMT as recently as Q4 2024.

Heritage Wealth Advisors first reported a position in AMT in Q3 2018 and has held it in 24 quarters since. The position peaked at $90K in Q2 2020. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Heritage Wealth Advisors held 134 shares of American Tower worth $23.1K as of Q1 2026.
American Tower was a new Heritage Wealth Advisors position in Q1 2026.
American Tower made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #419 holding.
Heritage Wealth Advisors first reported a position in American Tower in Q3 2018 and has held it in 24 quarters since.
Heritage Wealth Advisors's American Tower position peaked at $90K in Q2 2020.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.