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 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 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

Legacy Capital Wealth Partners's AMT Position: Q1 2026 in Review

Legacy Capital Wealth Partners increased its American Tower (AMT) stake by 37% in Q1 2026, buying an estimated $113K and bringing the position to 2,308 shares worth $398K. The position accounts for 0.08% of the portfolio, ranked #247.

Legacy Capital Wealth Partners first reported a position in AMT in Q1 2023 and has held it in 11 quarters since. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Legacy Capital Wealth Partners held 2,308 shares of American Tower worth $398K as of Q1 2026.
Legacy Capital Wealth Partners bought 629 American Tower shares in Q1 2026, an estimated $113K.
American Tower made up 0.08% of Legacy Capital Wealth Partners's portfolio in Q1 2026, its #247 holding.
Legacy Capital Wealth Partners first reported a position in American Tower in Q1 2023 and has held it in 11 quarters since.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.