Journey Strategic Wealth’s American Tower AMT Stock Holding History

Journey Strategic Wealth’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	$298K	Sell	1,727 -1,702	-50%	-$306K	0.01%	549
2025 Q4	$602K	Buy	+3,429	New	+$624K	0.02%	264
2025 Q3	–	Sell	-3,661	Closed	-$809K	–	710
2025 Q2	$809K	Buy	+3,661	New	+$790K	0.03%	203
2022 Q4	–	Sell	-985	Closed	-$212K	–	246
2022 Q3	$212K	Buy	+985	New	+$253K	0.03%	146
2022 Q2	–	Sell	-872	Closed	-$219K	–	134
2022 Q1	$219K	Buy	+872	New	+$213K	0.02%	146

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

Journey Strategic Wealth's AMT Position: Q1 2026 in Review

Journey Strategic Wealth reduced its American Tower (AMT) stake by 50% in Q1 2026, selling an estimated $306K and leaving 1,727 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #549.

Journey Strategic Wealth first reported a position in AMT in Q1 2022 and has held it in 5 quarters since. The position peaked at $809K in Q2 2025. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Journey Strategic Wealth held 1,727 shares of American Tower worth $298K as of Q1 2026.
Journey Strategic Wealth sold 1,702 American Tower shares in Q1 2026, an estimated $306K.
American Tower made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #549 holding.
Journey Strategic Wealth first reported a position in American Tower in Q1 2022 and has held it in 5 quarters since.
Journey Strategic Wealth's American Tower position peaked at $809K in Q2 2025.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.