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Legacy Trust’s American Tower AMT Stock Holding History

Legacy Trust’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 		$690K Buy
3,672
+31
+0.9% +$5.32K 0.12% 119
2026
Q2 		$596K Hold
3,641
– – 0.11% 123
2026
Q1 		$628K Sell
3,641
-15
-0.4% -$2.7K 0.12% 113
2025
Q4 		$642K Sell
3,656
-16
-0.4% -$2.91K 0.12% 112
2025
Q3 		$706K Sell
3,672
-46
-1% -$9.6K 0.14% 109
2025
Q2 		$822K Sell
3,718
-389
-9% -$84K 0.2% 81
2025
Q1 		$894K Buy
4,107
+1
+0% +$196 0.22% 78
2024
Q4 		$753K Sell
4,106
-157
-4% -$32.5K 0.17% 86
2024
Q3 		$991K Buy
4,263
+32
+0.8% +$7.1K 0.23% 76
2024
Q2 		$822K Buy
4,231
+5
+0.1% +$935 0.2% 80
2024
Q1 		$835K Buy
4,226
+8
+0.2% +$1.59K 0.21% 81
2023
Q4 		$911K Sell
4,218
-16
-0.4% -$3.02K 0.24% 77
2023
Q3 		$696K Buy
4,234
+13
+0.3% +$2.37K 0.2% 85
2023
Q2 		$819K Buy
4,221
+143
+4% +$28K 0.23% 80
2023
Q1 		$833K Buy
4,078
+224
+6% +$47K 0.25% 80
2022
Q4 		$817K Buy
+3,854
New +$802K 0.25% 73

Other funds holding AMT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Union Bancaire Privee
Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Legacy Trust's AMT Position: Q3 2026 in Review

Legacy Trust increased its American Tower (AMT) stake by 0.85% in Q3 2026, buying an estimated $5.32K and bringing the position to 3,672 shares worth $690K. The position accounts for 0.12% of the portfolio, ranked #119.

Legacy Trust first reported a position in AMT in Q4 2022 and has held it in 16 quarters since. The position peaked at $991K in Q3 2024. 1,013 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

  • Legacy Trust held 3,672 shares of American Tower worth $690K as of Q3 2026.
  • Legacy Trust bought 31 American Tower shares in Q3 2026, an estimated $5.32K.
  • American Tower made up 0.12% of Legacy Trust's portfolio in Q3 2026, its #119 holding.
  • Legacy Trust first reported a position in American Tower in Q4 2022 and has held it in 16 quarters since.
  • Legacy Trust's American Tower position peaked at $991K in Q3 2024.
  • 1,013 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.