Icon Wealth Advisors’s American Tower AMT Stock Holding History

Icon 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	$724K	Buy	4,062 +1,964	+94%	+$353K	0.05%	211
2025 Q4	$368K	Sell	2,098 -273	-12%	-$49.7K	0.02%	286
2025 Q3	$456K	Sell	2,371 -405	-15%	-$84.4K	0.03%	259
2025 Q2	$613K	Buy	2,776 +152	+6%	+$32.8K	0.04%	231
2025 Q1	$571K	Buy	2,624 +312	+13%	+$61.2K	0.05%	203
2024 Q4	$424K	Sell	2,312 -853	-27%	-$177K	0.03%	236
2024 Q3	$736K	Buy	3,165 +332	+12%	+$73.6K	0.06%	170
2024 Q2	$624K	Buy	2,833 +1,669	+143%	+$312K	0.06%	182
2024 Q1	$230K	Buy	1,164 +273	+31%	+$54.4K	0.02%	322
2023 Q4	$192K	Buy	+891	New	+$168K	0.02%	327
2022 Q4	$1.17M	Sell	5,510 -6,165	-53%	-$1.28M	0.13%	126
2022 Q3	$2.51M	Buy	+11,675	New	+$3M	0.3%	81

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

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

Icon Wealth Advisors increased its American Tower (AMT) stake by 94% in Q1 2026, buying an estimated $353K and bringing the position to 4,062 shares worth $724K. The position accounts for 0.05% of the portfolio, ranked #211.

Icon Wealth Advisors first reported a position in AMT in Q3 2022 and has held it in 12 quarters since. The position peaked at $2.51M in Q3 2022. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Icon Wealth Advisors held 4,062 shares of American Tower worth $724K as of Q1 2026.
Icon Wealth Advisors bought 1,964 American Tower shares in Q1 2026, an estimated $353K.
American Tower made up 0.05% of Icon Wealth Advisors's portfolio in Q1 2026, its #211 holding.
Icon Wealth Advisors first reported a position in American Tower in Q3 2022 and has held it in 12 quarters since.
Icon Wealth Advisors's American Tower position peaked at $2.51M in Q3 2022.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.