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Legacy Capital Wealth Partners’s American Tower AMT Stock Holding History

Legacy Capital Wealth Partners’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
Q2 		$426K Buy
2,606
+298
+13% +$53.6K 0.08% 229
2026
Q1 		$398K Buy
2,308
+629
+37% +$113K 0.08% 247
2025
Q4 		$295K Sell
1,679
-44
-3% -$8.01K 0.06% 303
2025
Q3 		$331K Sell
1,723
-7
-0.4% -$1.46K 0.07% 296
2025
Q2 		$382K Buy
1,730
+138
+9% +$29.8K 0.09% 258
2025
Q1 		$347K Buy
1,592
+99
+7% +$19.4K 0.09% 257
2024
Q4 		$274K Sell
1,493
-181
-11% -$37.5K 0.07% 286
2024
Q3 		$389K Sell
1,674
-6
-0.4% -$1.33K 0.08% 239
2024
Q2 		$327K Buy
+1,680
New +$314K 0.08% 231
2024
Q1 		– Sell
-1,671
Closed -$361K – 123
2023
Q4 		$361K Sell
1,671
-175
-9% -$33.1K 0.1% 194
2023
Q3 		$304K Buy
+1,846
New +$337K 0.08% 212
2023
Q2 		– Sell
-1,700
Closed -$347K – 51
2023
Q1 		$347K Buy
+1,700
New +$357K 0.09% 181

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Legacy Capital Wealth Partners's AMT Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its American Tower (AMT) stake by 13% in Q2 2026, buying an estimated $53.6K and bringing the position to 2,606 shares worth $426K. The position accounts for 0.08% of the portfolio, ranked #229.

Legacy Capital Wealth Partners first reported a position in AMT in Q1 2023 and has held it in 12 quarters since. 1,758 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Legacy Capital Wealth Partners held 2,606 shares of American Tower worth $426K as of Q2 2026.
  • Legacy Capital Wealth Partners bought 298 American Tower shares in Q2 2026, an estimated $53.6K.
  • American Tower made up 0.08% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #229 holding.
  • Legacy Capital Wealth Partners first reported a position in American Tower in Q1 2023 and has held it in 12 quarters since.
  • 1,758 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.