IWA
AMT icon

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
Q2 		$689K Buy
4,213
+151
+4% +$27.2K 0.04% 241
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
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

Icon Wealth Advisors's AMT Position: Q2 2026 in Review

Icon Wealth Advisors increased its American Tower (AMT) stake by 3.7% in Q2 2026, buying an estimated $27.2K and bringing the position to 4,213 shares worth $689K. The position accounts for 0.04% of the portfolio, ranked #241.

Icon Wealth Advisors first reported a position in AMT in Q3 2022 and has held it in 13 quarters since. The position peaked at $2.51M in Q3 2022. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Icon Wealth Advisors held 4,213 shares of American Tower worth $689K as of Q2 2026.
  • Icon Wealth Advisors bought 151 American Tower shares in Q2 2026, an estimated $27.2K.
  • American Tower made up 0.04% of Icon Wealth Advisors's portfolio in Q2 2026, its #241 holding.
  • Icon Wealth Advisors first reported a position in American Tower in Q3 2022 and has held it in 13 quarters since.
  • Icon Wealth Advisors's American Tower position peaked at $2.51M in Q3 2022.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.