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Integrated Wealth Concepts’s American Tower AMT Stock Holding History

Integrated Wealth Concepts’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 		$12.3M Buy
71,176
+22,225
+45% +$4M 0.1% 212
2025
Q4 		$8.59M Sell
48,951
-11,686
-19% -$2.13M 0.1% 182
2025
Q3 		$11.7M Buy
60,637
+6,862
+13% +$1.43M 0.1% 186
2025
Q2 		$11.9M Buy
53,775
+13,754
+34% +$2.97M 0.12% 158
2025
Q1 		$8.71M Buy
40,021
+926
+2% +$182K 0.1% 190
2024
Q4 		$7.17M Buy
39,095
+9,700
+33% +$2.01M 0.08% 228
2024
Q3 		$6.84M Buy
29,395
+1,433
+5% +$318K 0.08% 228
2024
Q2 		$5.44M Buy
27,962
+6,822
+32% +$1.28M 0.07% 247
2024
Q1 		$4.18M Buy
21,140
+2,537
+14% +$505K 0.06% 300
2023
Q4 		$4.02M Buy
18,603
+8,986
+93% +$1.7M 0.07% 272
2023
Q3 		$1.58M Buy
9,617
+537
+6% +$98.1K 0.03% 528
2023
Q2 		$1.76M Sell
9,080
-1,351
-13% -$264K 0.03% 511
2023
Q1 		$2.13M Buy
10,431
+762
+8% +$160K 0.04% 385
2022
Q4 		$2.05M Buy
9,669
+550
+6% +$114K 0.06% 311
2022
Q3 		$1.96M Sell
9,119
-479
-5% -$123K 0.06% 286
2022
Q2 		$2.45M Buy
9,598
+854
+10% +$214K 0.08% 239
2022
Q1 		$2.2M Buy
8,744
+684
+8% +$167K 0.07% 242
2021
Q4 		$2.36M Buy
8,060
+2,239
+38% +$612K 0.07% 234
2021
Q3 		$1.54M Buy
5,821
+2,483
+74% +$708K 0.05% 290
2021
Q2 		$902K Buy
3,338
+291
+10% +$74.2K 0.03% 384
2021
Q1 		$728K Sell
3,047
-421
-12% -$93.8K 0.03% 370
2020
Q4 		$778K Buy
3,468
+825
+31% +$192K 0.04% 296
2020
Q3 		$639K Buy
2,643
+1,125
+74% +$285K 0.04% 293
2020
Q2 		$393K Sell
1,518
-153
-9% -$37.9K 0.03% 340
2020
Q1 		$364K Buy
1,671
+251
+18% +$58.4K 0.03% 277
2019
Q4 		$326K Sell
1,420
-29
-2% -$6.32K 0.03% 353
2019
Q3 		$320K Buy
1,449
+105
+8% +$22.9K 0.04% 299
2019
Q2 		$277K Buy
+1,344
New +$270K 0.04% 294

Other funds holding AMT

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Integrated Wealth Concepts's AMT Position: Q1 2026 in Review

Integrated Wealth Concepts increased its American Tower (AMT) stake by 45% in Q1 2026, buying an estimated $4M and bringing the position to 71,176 shares worth $12.3M. The position accounts for 0.1% of the portfolio, ranked #212.

Integrated Wealth Concepts first reported a position in AMT in Q2 2019 and has held it in 28 quarters since. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Integrated Wealth Concepts held 71,176 shares of American Tower worth $12.3M as of Q1 2026.
  • Integrated Wealth Concepts bought 22,225 American Tower shares in Q1 2026, an estimated $4M.
  • American Tower made up 0.1% of Integrated Wealth Concepts's portfolio in Q1 2026, its #212 holding.
  • Integrated Wealth Concepts first reported a position in American Tower in Q2 2019 and has held it in 28 quarters since.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.