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Legacy Financial Advisors’s American Tower AMT Stock Holding History

Legacy Financial Advisors’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
-1,361
Closed -$262K – 391
2025
Q3 		$262K Buy
+1,361
New +$284K 0.04% 357
2025
Q2 		– Sell
-1,384
Closed -$301K – 341
2025
Q1 		$301K Buy
1,384
+195
+16% +$38.3K 0.05% 271
2024
Q4 		$218K Sell
1,189
-217
-15% -$45K 0.04% 324
2024
Q3 		$327K Buy
+1,406
New +$312K 0.05% 262
2024
Q1 		– Sell
-1,091
Closed -$235K – 325
2023
Q4 		$235K Buy
+1,091
New +$206K 0.05% 265
2023
Q1 		– Sell
-987
Closed -$209K – 252
2022
Q4 		$209K Buy
+987
New +$205K 0.05% 228
2022
Q3 		– Sell
-974
Closed -$249K – 224
2022
Q2 		$249K Buy
+974
New +$244K 0.06% 174
2022
Q1 		– Sell
-841
Closed -$246K – 242
2021
Q4 		$246K Buy
841
+35
+4% +$9.56K 0.06% 173
2021
Q3 		$214K Buy
+806
New +$230K 0.05% 172
2019
Q2 		– Sell
-501
Closed -$99K – 163
2019
Q1 		$99K Buy
501
+105
+27% +$18.4K 0.03% 163
2018
Q4 		$63K Buy
396
+67
+20% +$10.5K 0.02% 197
2018
Q3 		$47K Sell
329
-50
-13% -$7.33K 0.02% 254
2018
Q2 		$54K Buy
379
+12
+3% +$1.67K 0.02% 240
2018
Q1 		$50K Hold
367
– – 0.02% 243
2017
Q4 		$52K Buy
+367
New +$52.4K 0.02% 235

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Legacy Financial Advisors's AMT Position: Q4 2025 in Review

Legacy Financial Advisors sold out of American Tower (AMT) in Q4 2025, closing a stake of 1,361 shares — an estimated $262K sold.

Legacy Financial Advisors first reported a position in AMT in Q4 2017 and held it in 15 quarters. The position peaked at $327K in Q3 2024. 1,778 funds tracked by Wall St. Rank hold AMT as of Q4 2025.

  • Legacy Financial Advisors reported no remaining American Tower position as of Q4 2025 after selling out during the quarter.
  • Legacy Financial Advisors sold 1,361 American Tower shares in Q4 2025, an estimated $262K.
  • Legacy Financial Advisors first reported a position in American Tower in Q4 2017 and held it in 15 quarters.
  • Legacy Financial Advisors's American Tower position peaked at $327K in Q3 2024.
  • 1,778 funds tracked by Wall St. Rank held American Tower as of Q4 2025.

Based on Legacy Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.