Heritage Wealth Management (Ohio)’s American Tower AMT Stock Holding History

Heritage Wealth Management (Ohio)’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	$614K	Buy	3,555 +300	+9%	+$54K	0.3%	82
2025 Q4	$571K	Buy	3,255 +450	+16%	+$81.9K	0.16%	138
2025 Q3	$539K	Hold	2,805	–	–	0.16%	138
2025 Q2	$620K	Hold	2,805	–	–	0.2%	116
2025 Q1	$610K	Hold	2,805	–	–	0.21%	115
2024 Q4	$514K	Hold	2,805	–	–	0.17%	130
2024 Q3	$652K	Hold	2,805	–	–	0.21%	119
2024 Q2	$549K	Buy	+2,805	New	+$524K	0.18%	123

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 Management (Ohio)'s AMT Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) increased its American Tower (AMT) stake by 9.2% in Q1 2026, buying an estimated $54K and bringing the position to 3,555 shares worth $614K. The position accounts for 0.3% of the portfolio, ranked #82.

Heritage Wealth Management (Ohio) first reported a position in AMT in Q2 2024 and has held it in 8 quarters since. The position peaked at $652K in Q3 2024. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Heritage Wealth Management (Ohio) held 3,555 shares of American Tower worth $614K as of Q1 2026.
Heritage Wealth Management (Ohio) bought 300 American Tower shares in Q1 2026, an estimated $54K.
American Tower made up 0.3% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #82 holding.
Heritage Wealth Management (Ohio) first reported a position in American Tower in Q2 2024 and has held it in 8 quarters since.
Heritage Wealth Management (Ohio)'s American Tower position peaked at $652K in Q3 2024.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.