JFS Wealth Advisors’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.44K | Sell |
45
-36
| -44% | -$6.48K | ﹤0.01% | 1133 |
|
|
2026
Q1 | $14K | Sell |
81
-193
| -70% | -$34.7K | ﹤0.01% | 833 |
|
|
2025
Q4 | $48.3K | Sell |
274
-408
| -60% | -$74.2K | ﹤0.01% | 528 |
|
|
2025
Q3 | $131K | Buy |
682
+502
| +279% | +$105K | 0.01% | 373 |
|
|
2025
Q2 | $39.8K | Sell |
180
-2
| -1% | -$432 | ﹤0.01% | 511 |
|
|
2025
Q1 | $39.6K | Buy |
182
+2
| +1% | +$392 | ﹤0.01% | 518 |
|
|
2024
Q4 | $33K | Hold |
180
| – | – | ﹤0.01% | 537 |
|
|
2024
Q3 | $41.9K | Hold |
180
| – | – | ﹤0.01% | 498 |
|
|
2024
Q2 | $35K | Sell |
180
-3
| -2% | -$561 | ﹤0.01% | 478 |
|
|
2024
Q1 | $36.2K | Sell |
183
-16
| -8% | -$3.19K | ﹤0.01% | 495 |
|
|
2023
Q4 | $43K | Buy |
199
+16
| +9% | +$3.02K | ﹤0.01% | 432 |
|
|
2023
Q3 | $30.1K | Sell |
183
-12
| -6% | -$2.19K | ﹤0.01% | 452 |
|
|
2023
Q2 | $37.8K | Sell |
195
-17
| -8% | -$3.32K | ﹤0.01% | 408 |
|
|
2023
Q1 | $43.3K | Sell |
212
-5
| -2% | -$1.05K | ﹤0.01% | 390 |
|
|
2022
Q4 | $46K | Sell |
217
-17
| -7% | -$3.54K | ﹤0.01% | 375 |
|
|
2022
Q3 | $50K | Sell |
234
-30
| -11% | -$7.71K | 0.01% | 372 |
|
|
2022
Q2 | $67K | Hold |
264
| – | – | 0.01% | 348 |
|
|
2022
Q1 | $66K | Sell |
264
-6
| -2% | -$1.46K | 0.01% | 367 |
|
|
2021
Q4 | $79K | Sell |
270
-1
| -0.4% | -$273 | 0.01% | 348 |
|
|
2021
Q3 | $72K | Buy |
271
+262
| +2,911% | +$74.7K | 0.01% | 365 |
|
|
2021
Q2 | $2K | Hold |
9
| – | – | ﹤0.01% | 544 |
|
|
2021
Q1 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 536 |
|
|
2018
Q2 | – | Sell |
-55
| Closed | -$8K | – | 461 |
|
|
2018
Q1 | $8K | Hold |
55
| – | – | ﹤0.01% | 380 |
|
|
2017
Q4 | $8K | Buy |
+55
| New | +$7.85K | ﹤0.01% | 387 |
|
|
2016
Q2 | – | Sell |
-50
| Closed | -$5K | – | 506 |
|
|
2016
Q1 | $5K | Buy |
+50
| New | +$4.67K | ﹤0.01% | 449 |
|
|
2015
Q3 | – | Sell |
-159
| Closed | -$15K | – | 477 |
|
|
2015
Q2 | $15K | Sell |
159
-13
| -8% | -$1.23K | 0.01% | 315 |
|
|
2015
Q1 | $16K | Buy |
172
+7
| +4% | +$681 | 0.01% | 304 |
|
|
2014
Q4 | $16K | Buy |
165
+1
| +0.6% | +$98 | ﹤0.01% | 310 |
|
|
2014
Q3 | $15K | Sell |
164
-12
| -7% | -$1.14K | ﹤0.01% | 290 |
|
|
2014
Q2 | $16K | Buy |
+176
| New | +$15.2K | ﹤0.01% | 276 |
|
Other funds holding AMT
JFS Wealth Advisors's AMT Position: Q2 2026 in Review
JFS Wealth Advisors reduced its American Tower (AMT) stake by 44% in Q2 2026, selling an estimated $6.48K and leaving 45 shares worth $7.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1133.
JFS Wealth Advisors first reported a position in AMT in Q2 2014 and has held it in 30 quarters since. The position peaked at $131K in Q3 2025. 1,742 funds tracked by Wall St. Rank hold AMT as of Q2 2026.
- JFS Wealth Advisors held 45 shares of American Tower worth $7.44K as of Q2 2026.
- JFS Wealth Advisors sold 36 American Tower shares in Q2 2026, an estimated $6.48K.
- American Tower made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1133 holding.
- JFS Wealth Advisors first reported a position in American Tower in Q2 2014 and has held it in 30 quarters since.
- JFS Wealth Advisors's American Tower position peaked at $131K in Q3 2025.
- 1,742 funds tracked by Wall St. Rank held American Tower as of Q2 2026.
Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.