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Legend Financial Advisors’s American Tower AMT Stock Holding History

Legend 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
Q3 		– Sell
-10
Closed -$2.21K – 42
2025
Q2 		$2.21K Buy
+10
New +$2.16K ﹤0.01% 155
2025
Q1 		– Sell
-10
Closed -$1.83K – 44
2024
Q4 		$1.83K Hold
10
– – ﹤0.01% 199
2024
Q3 		$2.33K Hold
10
– – ﹤0.01% 141
2024
Q2 		$1.94K Sell
10
-2
-17% -$374 ﹤0.01% 229
2024
Q1 		$2.37K Buy
12
+8
+200% +$1.59K ﹤0.01% 172
2023
Q4 		$864 Buy
+4
New +$756 ﹤0.01% 186
2023
Q3 		– Sell
-12
Closed -$2.33K – 189
2023
Q2 		$2.33K Sell
12
-36
-75% -$7.04K ﹤0.01% 197
2023
Q1 		$9.81K Sell
48
-6
-11% -$1.26K 0.01% 152
2022
Q4 		$11.4K Buy
54
+18
+50% +$3.75K 0.01% 156
2022
Q3 		$7.73K Buy
+36
New +$9.25K 0.01% 164

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Legend Financial Advisors's AMT Position: Q3 2025 in Review

Legend Financial Advisors sold out of American Tower (AMT) in Q3 2025, closing a stake of 10 shares — an estimated $2.21K sold.

Legend Financial Advisors first reported a position in AMT in Q3 2022 and held it in 10 quarters. The position peaked at $11.4K in Q4 2022. 1,798 funds tracked by Wall St. Rank hold AMT as of Q3 2025.

  • Legend Financial Advisors reported no remaining American Tower position as of Q3 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 10 American Tower shares in Q3 2025, an estimated $2.21K.
  • Legend Financial Advisors first reported a position in American Tower in Q3 2022 and held it in 10 quarters.
  • Legend Financial Advisors's American Tower position peaked at $11.4K in Q4 2022.
  • 1,798 funds tracked by Wall St. Rank held American Tower as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.