Legacy Capital Group California’s American Tower AMT Stock Holding History

Legacy Capital Group California’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 Q4	–	Sell	-1,043	Closed	-$201K	–	337
2025 Q3	$201K	Buy	1,043 +19	+2%	+$3.96K	0.05%	323
2025 Q2	$226K	Sell	1,024 -5	-0.5%	-$1.08K	0.06%	309
2025 Q1	$224K	Buy	+1,029	New	+$202K	0.08%	286
2024 Q4	–	Sell	-1,035	Closed	-$241K	–	332
2024 Q3	$241K	Sell	1,035 -44	-4%	-$9.76K	0.08%	276
2024 Q2	$210K	Buy	1,079 +11	+1%	+$2.06K	0.08%	285
2024 Q1	$211K	Buy	1,068 +26	+2%	+$5.18K	0.08%	287
2023 Q4	$225K	Buy	+1,042	New	+$197K	0.09%	259
2023 Q3	–	Sell	-1,084	Closed	-$210K	–	269
2023 Q2	$210K	Buy	1,084 +35	+3%	+$6.84K	0.09%	256
2023 Q1	$214K	Buy	+1,049	New	+$220K	0.1%	226

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Legacy Capital Group California's AMT Position: Q4 2025 in Review

Legacy Capital Group California sold out of American Tower (AMT) in Q4 2025, closing a stake of 1,043 shares — an estimated $201K sold.

Legacy Capital Group California first reported a position in AMT in Q1 2023 and held it in 9 quarters. The position peaked at $241K in Q3 2024. 1,781 funds tracked by Wall St. Rank hold AMT as of Q4 2025.

Legacy Capital Group California reported no remaining American Tower position as of Q4 2025 after selling out during the quarter.
Legacy Capital Group California sold 1,043 American Tower shares in Q4 2025, an estimated $201K.
Legacy Capital Group California first reported a position in American Tower in Q1 2023 and held it in 9 quarters.
Legacy Capital Group California's American Tower position peaked at $241K in Q3 2024.
1,781 funds tracked by Wall St. Rank held American Tower as of Q4 2025.

Based on Legacy Capital Group California's 13F filing for Q4 2025, filed 28 Jan 2026.