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Institute for Wealth Management’s American Tower AMT Stock Holding History

Institute for 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
Q2 		$237K Sell
1,446
-28
-2% -$5.04K 0.02% 474
2026
Q1 		$254K Buy
1,474
+5
+0.3% +$900 0.03% 463
2025
Q4 		$258K Sell
1,469
-103
-7% -$18.7K 0.03% 471
2025
Q3 		$302K Sell
1,572
-129
-8% -$26.9K 0.03% 452
2025
Q2 		$376K Sell
1,701
-44
-3% -$9.5K 0.04% 378
2025
Q1 		$380K Hold
1,745
– – 0.05% 356
2024
Q4 		$320K Sell
1,745
-907
-34% -$188K 0.04% 385
2024
Q3 		$617K Sell
2,652
-56
-2% -$12.4K 0.08% 257
2024
Q2 		$526K Buy
2,708
+17
+0.6% +$3.18K 0.07% 268
2024
Q1 		$532K Buy
2,691
+563
+26% +$112K 0.07% 276
2023
Q4 		$459K Sell
2,128
-1
-0% -$189 0.07% 287
2023
Q3 		$350K Buy
2,129
+163
+8% +$29.8K 0.06% 315
2023
Q2 		$381K Buy
1,966
+73
+4% +$14.3K 0.06% 315
2023
Q1 		$387K Sell
1,893
-47
-2% -$9.86K 0.07% 304
2022
Q4 		$411K Sell
1,940
-12
-0.6% -$2.5K 0.09% 294
2022
Q3 		$419K Sell
1,952
-46
-2% -$11.8K 0.09% 273
2022
Q2 		$511K Buy
1,998
+49
+3% +$12.3K 0.1% 266
2022
Q1 		$490K Sell
1,949
-15
-0.8% -$3.66K 0.08% 294
2021
Q4 		$574K Hold
1,964
– – 0.09% 259
2021
Q3 		$521K Sell
1,964
-84
-4% -$23.9K 0.09% 269
2021
Q2 		$553K Sell
2,048
-10
-0.5% -$2.55K 0.1% 254
2021
Q1 		$492K Sell
2,058
-83
-4% -$18.5K 0.09% 268
2020
Q4 		$481K Sell
2,141
-124
-5% -$28.8K 0.1% 260
2020
Q3 		$548K Buy
2,265
+185
+9% +$46.9K 0.13% 209
2020
Q2 		$538K Buy
2,080
+34
+2% +$8.41K 0.13% 213
2020
Q1 		$446K Buy
2,046
+46
+2% +$10.7K 0.14% 202
2019
Q4 		$460K Buy
2,000
+186
+10% +$40.5K 0.1% 268
2019
Q3 		$401K Sell
1,814
-735
-29% -$160K 0.1% 274
2019
Q2 		$521K Sell
2,549
-124
-5% -$24.9K 0.12% 247
2019
Q1 		$527K Buy
2,673
+411
+18% +$72.1K 0.11% 234
2018
Q4 		$358K Buy
+2,262
New +$354K 0.15% 181

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

Institute for Wealth Management's AMT Position: Q2 2026 in Review

Institute for Wealth Management reduced its American Tower (AMT) stake by 1.9% in Q2 2026, selling an estimated $5.04K and leaving 1,446 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #474.

Institute for Wealth Management first reported a position in AMT in Q4 2018 and has held it in 31 quarters since. The position peaked at $617K in Q3 2024. 1,744 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Institute for Wealth Management held 1,446 shares of American Tower worth $237K as of Q2 2026.
  • Institute for Wealth Management sold 28 American Tower shares in Q2 2026, an estimated $5.04K.
  • American Tower made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #474 holding.
  • Institute for Wealth Management first reported a position in American Tower in Q4 2018 and has held it in 31 quarters since.
  • Institute for Wealth Management's American Tower position peaked at $617K in Q3 2024.
  • 1,744 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.