Legacy Solutions LLC
AMT icon

Legacy Solutions LLC’s American Tower AMT Stock Holding History

Legacy Solutions LLC’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
Q3 		$203K Buy
+1,242
New +$213K 0.16% 90
2025
Q3 		– Sell
-949
Closed -$210K – 79
2025
Q2 		$210K Buy
+949
New +$205K 0.2% 77

Other funds holding AMT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Legacy Solutions LLC's AMT Position: Q3 2026 in Review

Legacy Solutions LLC opened a new position in American Tower (AMT) in Q3 2026: 1,242 shares worth $203K. The stake represents 0.16% of the portfolio and ranks #90 among its holdings. This is a return to the name: Legacy Solutions LLC previously reported a position in AMT as recently as Q2 2025.

Legacy Solutions LLC first reported a position in AMT in Q2 2025 and has held it in 2 quarters since. The position peaked at $210K in Q2 2025. 1,115 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

  • Legacy Solutions LLC held 1,242 shares of American Tower worth $203K as of Q3 2026.
  • American Tower was a new Legacy Solutions LLC position in Q3 2026.
  • American Tower made up 0.16% of Legacy Solutions LLC's portfolio in Q3 2026, its #90 holding.
  • Legacy Solutions LLC first reported a position in American Tower in Q2 2025 and has held it in 2 quarters since.
  • Legacy Solutions LLC's American Tower position peaked at $210K in Q2 2025.
  • 1,115 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Legacy Solutions LLC's 13F filing for Q3 2026, filed 7 Oct 2026.