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Legacy Wealth Asset Management’s American Tower AMT Stock Holding History

Legacy Wealth Asset Management’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 		$1.26M Buy
7,698
+463
+6% +$79.5K 0.28% 102
2026
Q2 		$1.18M Sell
7,235
-555
-7% -$99.9K 0.26% 106
2026
Q1 		$1.34M Buy
7,790
+617
+9% +$111K 0.33% 80
2025
Q4 		$1.26M Sell
7,173
-743
-9% -$135K 0.31% 87
2025
Q3 		$1.52M Buy
7,916
+645
+9% +$134K 0.37% 66
2025
Q2 		$1.61M Sell
7,271
-172
-2% -$37.1K 0.41% 61
2025
Q1 		$1.62M Buy
7,443
+107
+1% +$21K 0.45% 56
2024
Q4 		$1.35M Sell
7,336
-339
-4% -$70.2K 0.37% 67
2024
Q3 		$1.78M Sell
7,675
-110
-1% -$24.4K 0.48% 56
2024
Q2 		$1.51M Sell
7,785
-3,275
-30% -$612K 0.43% 66
2024
Q1 		$2.19M Buy
11,060
+306
+3% +$61K 0.61% 33
2023
Q4 		$2.32M Buy
10,754
+422
+4% +$79.8K 0.76% 15
2023
Q3 		$1.7M Buy
10,332
+601
+6% +$110K 0.62% 35
2023
Q2 		$1.89M Buy
9,731
+364
+4% +$71.2K 0.66% 30
2023
Q1 		$1.91M Buy
9,367
+158
+2% +$33.1K 0.69% 26
2022
Q4 		$1.95M Buy
9,209
+246
+3% +$51.2K 0.74% 22
2022
Q3 		$1.92M Buy
8,963
+950
+12% +$244K 0.84% 14
2022
Q2 		$2.05M Sell
8,013
-139
-2% -$34.9K 0.83% 18
2022
Q1 		$2.05M Buy
8,152
+270
+3% +$65.9K 0.73% 18
2021
Q4 		$2.31M Buy
7,882
+773
+11% +$211K 0.78% 15
2021
Q3 		$1.89M Sell
7,109
-38
-0.5% -$10.8K 0.86% 12
2021
Q2 		$1.93M Buy
7,147
+28
+0.4% +$7.14K 0.86% 12
2021
Q1 		$1.7M Buy
7,119
+238
+3% +$53K 0.79% 16
2020
Q4 		$1.54M Buy
+6,881
New +$1.6M 0.78% 17

Other funds holding AMT

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
AIMA
Ables Iannone Moore & Associates Savannah, Georgia $193M AUM 19.45% 1-Year Est. Return

Legacy Wealth Asset Management's AMT Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its American Tower (AMT) stake by 6.4% in Q3 2026, buying an estimated $79.5K and bringing the position to 7,698 shares worth $1.26M. The position accounts for 0.28% of the portfolio, ranked #102.

Legacy Wealth Asset Management first reported a position in AMT in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.32M in Q4 2023. 90 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

  • Legacy Wealth Asset Management held 7,698 shares of American Tower worth $1.26M as of Q3 2026.
  • Legacy Wealth Asset Management bought 463 American Tower shares in Q3 2026, an estimated $79.5K.
  • American Tower made up 0.28% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #102 holding.
  • Legacy Wealth Asset Management first reported a position in American Tower in Q4 2020 and has held it in 24 quarters since.
  • Legacy Wealth Asset Management's American Tower position peaked at $2.32M in Q4 2023.
  • 90 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.