LWANC
AMT icon

Laurel Wealth Advisors (North Carolina)’s American Tower AMT Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		– Sell
-48
Closed -$8.43K – 217
2025
Q4 		$8.43K Buy
+48
New +$8.73K ﹤0.01% 499
2025
Q2 		– Sell
-48
Closed -$10.4K – 216
2025
Q1 		$10.4K Sell
48
-2
-4% -$392 ﹤0.01% 470
2024
Q4 		$9.09K Hold
50
– – ﹤0.01% 498
2024
Q3 		$11.5K Buy
50
+20
+67% +$4.43K ﹤0.01% 448
2024
Q2 		$5.75K Hold
30
– – ﹤0.01% 470
2024
Q1 		$5.84K Buy
30
+2
+7% +$398 ﹤0.01% 473
2023
Q4 		$6.04K Sell
28
-15
-35% -$2.83K ﹤0.01% 436
2023
Q3 		$7.07K Hold
43
– – ﹤0.01% 429
2023
Q2 		$8.34K Hold
43
– – ﹤0.01% 418
2023
Q1 		$8.79K Hold
43
– – ﹤0.01% 416
2022
Q4 		$9.11K Hold
43
– – ﹤0.01% 387
2022
Q3 		$9K Sell
43
-13
-23% -$3.34K ﹤0.01% 389
2022
Q2 		$14K Sell
56
-10
-15% -$2.51K ﹤0.01% 362
2022
Q1 		$17K Hold
66
– – ﹤0.01% 360
2021
Q4 		$19K Hold
66
– – ﹤0.01% 349
2021
Q3 		$18K Hold
66
– – ﹤0.01% 349
2021
Q2 		$18K Hold
66
– – ﹤0.01% 387
2021
Q1 		$16K Hold
66
– – ﹤0.01% 370
2020
Q4 		$15K Buy
66
+10
+18% +$2.33K ﹤0.01% 374
2020
Q3 		$14K Hold
56
– – ﹤0.01% 348
2020
Q2 		$14K Sell
56
-13
-19% -$3.22K ﹤0.01% 338
2020
Q1 		$15K Buy
69
+13
+23% +$3.02K 0.01% 318
2019
Q4 		$13K Hold
56
– – ﹤0.01% 362
2019
Q3 		$12K Buy
56
+12
+27% +$2.62K ﹤0.01% 356
2019
Q2 		$9K Sell
44
-12
-21% -$2.41K ﹤0.01% 385
2019
Q1 		$11K Hold
56
– – ﹤0.01% 352
2018
Q4 		$9K Buy
+56
New +$8.76K ﹤0.01% 358

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s AMT Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of American Tower (AMT) in Q1 2026, closing a stake of 48 shares — an estimated $8.43K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in AMT in Q4 2018 and held it in 27 quarters. The position peaked at $19K in Q4 2021. 1,761 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining American Tower position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 48 American Tower shares in Q1 2026, an estimated $8.43K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in American Tower in Q4 2018 and held it in 27 quarters.
  • Laurel Wealth Advisors (North Carolina)'s American Tower position peaked at $19K in Q4 2021.
  • 1,761 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.