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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Legacy Wealth Asset Management's AMT Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its American Tower (AMT) stake by 7.1% in Q2 2026, selling an estimated $99.9K and leaving 7,235 shares worth $1.18M. The position accounts for 0.26% of the portfolio, ranked #106.

Legacy Wealth Asset Management first reported a position in AMT in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.32M in Q4 2023. 1,749 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Legacy Wealth Asset Management held 7,235 shares of American Tower worth $1.18M as of Q2 2026.
  • Legacy Wealth Asset Management sold 555 American Tower shares in Q2 2026, an estimated $99.9K.
  • American Tower made up 0.26% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #106 holding.
  • Legacy Wealth Asset Management first reported a position in American Tower in Q4 2020 and has held it in 23 quarters since.
  • Legacy Wealth Asset Management's American Tower position peaked at $2.32M in Q4 2023.
  • 1,749 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.