LWM
AMT icon

Laidlaw Wealth Management’s American Tower AMT Stock Holding History

Laidlaw 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
2025
Q1 		– Sell
-2,531
Closed -$464K – 63
2024
Q4 		$464K Sell
2,531
-199
-7% -$41.2K 0.2% 114
2024
Q3 		$635K Buy
2,730
+125
+5% +$27.7K 0.31% 88
2024
Q2 		$506K Buy
+2,605
New +$487K 0.28% 100
2024
Q1 		– Sell
-3,583
Closed -$773K – 177
2023
Q4 		$773K Sell
3,583
-21
-0.6% -$3.97K 0.28% 94
2023
Q3 		$593K Sell
3,604
-925
-20% -$169K 0.2% 125
2023
Q2 		$878K Sell
4,529
-53
-1% -$10.4K 0.17% 132
2023
Q1 		$936K Buy
4,582
+39
+0.9% +$8.18K 0.19% 127
2022
Q4 		$962K Sell
4,543
-945
-17% -$197K 0.21% 125
2022
Q3 		$1.18M Sell
5,488
-164
-3% -$42.1K 0.28% 97
2022
Q2 		$1.45M Buy
5,652
+771
+16% +$193K 0.29% 95
2022
Q1 		$1.23M Buy
4,881
+126
+3% +$30.7K 0.2% 121
2021
Q4 		$1.39M Buy
4,755
+501
+12% +$137K 0.22% 119
2021
Q3 		$1.13M Buy
4,254
+852
+25% +$243K 0.29% 87
2021
Q2 		$919K Sell
3,402
-97
-3% -$24.7K 0.24% 97
2021
Q1 		$836K Buy
3,499
+7
+0.2% +$1.56K 0.29% 92
2020
Q4 		$784K Buy
3,492
+305
+10% +$70.9K 0.17% 147
2020
Q3 		$770K Sell
3,187
-20
-0.6% -$5.07K 0.34% 82
2020
Q2 		$829K Sell
3,207
-116
-3% -$28.7K 0.43% 69
2020
Q1 		$724K Buy
3,323
+668
+25% +$155K 0.47% 68
2019
Q4 		$610K Buy
+2,655
New +$578K 0.39% 82

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Laidlaw Wealth Management's AMT Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of American Tower (AMT) in Q1 2025, closing a stake of 2,531 shares — an estimated $464K sold.

Laidlaw Wealth Management first reported a position in AMT in Q4 2019 and held it in 20 quarters. The position peaked at $1.45M in Q2 2022. 1,839 funds tracked by Wall St. Rank hold AMT as of Q1 2025.

  • Laidlaw Wealth Management reported no remaining American Tower position as of Q1 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 2,531 American Tower shares in Q1 2025, an estimated $464K.
  • Laidlaw Wealth Management first reported a position in American Tower in Q4 2019 and held it in 20 quarters.
  • Laidlaw Wealth Management's American Tower position peaked at $1.45M in Q2 2022.
  • 1,839 funds tracked by Wall St. Rank held American Tower as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.