LWA
AMT icon

Lowe Wealth Advisors’s American Tower AMT Stock Holding History

Lowe Wealth 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 		$30.6K Hold
159
– – 0.01% 176
2025
Q2 		$35.1K Hold
159
– – 0.01% 160
2025
Q1 		$34.6K Buy
159
+109
+218% +$21.4K 0.01% 156
2024
Q4 		$9.17K Hold
50
– – ﹤0.01% 237
2024
Q3 		$11.6K Buy
+50
New +$11.1K 0.01% 211

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

Lowe Wealth Advisors's AMT Position: Q3 2025 in Review

Lowe Wealth Advisors held its American Tower (AMT) position steady in Q3 2025 at 159 shares worth $30.6K. The position accounts for 0.01% of the portfolio, ranked #176.

Lowe Wealth Advisors first reported a position in AMT in Q3 2024 and has held it in 5 quarters since. The position peaked at $35.1K in Q2 2025. 1,798 funds tracked by Wall St. Rank hold AMT as of Q3 2025.

  • Lowe Wealth Advisors held 159 shares of American Tower worth $30.6K as of Q3 2025.
  • Lowe Wealth Advisors left its American Tower share count unchanged in Q3 2025.
  • American Tower made up 0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #176 holding.
  • Lowe Wealth Advisors first reported a position in American Tower in Q3 2024 and has held it in 5 quarters since.
  • Lowe Wealth Advisors's American Tower position peaked at $35.1K in Q2 2025.
  • 1,798 funds tracked by Wall St. Rank held American Tower as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.