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LWM Advisory Services’s American Tower AMT Stock Holding History

LWM Advisory Services’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
Q4 		– Sell
-1,925
Closed -$370K – 87
2025
Q3 		$370K Sell
1,925
-43
-2% -$8.96K 0.22% 73
2025
Q2 		$435K Sell
1,968
-293
-13% -$63.3K 0.3% 60
2025
Q1 		$493K Sell
2,261
-121
-5% -$23.7K 0.34% 56
2024
Q4 		$435K Sell
2,382
-158
-6% -$32.7K 0.3% 57
2024
Q3 		$591K Buy
2,540
+418
+20% +$92.7K 0.44% 39
2024
Q2 		$412K Sell
2,122
-743
-26% -$139K 0.35% 52
2024
Q1 		$566K Buy
2,865
+676
+31% +$135K 0.45% 38
2023
Q4 		$473K Sell
2,189
-788
-26% -$149K 0.42% 45
2023
Q3 		$487K Buy
2,977
+40
+1% +$7.31K 0.52% 34
2023
Q2 		$571K Buy
2,937
+792
+37% +$155K 0.6% 30
2023
Q1 		$438K Buy
2,145
+72
+3% +$15.1K 0.47% 42
2022
Q4 		$439K Sell
2,073
-1,454
-41% -$303K 0.49% 44
2022
Q3 		$757K Buy
3,527
+26
+0.7% +$6.68K 0.86% 26
2022
Q2 		$895K Buy
3,501
+68
+2% +$17.1K 1.07% 18
2022
Q1 		$862K Buy
3,433
+887
+35% +$216K 1.07% 17
2021
Q4 		$745K Buy
+2,546
New +$696K 0.92% 31

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

LWM Advisory Services's AMT Position: Q4 2025 in Review

LWM Advisory Services sold out of American Tower (AMT) in Q4 2025, closing a stake of 1,925 shares — an estimated $370K sold.

LWM Advisory Services first reported a position in AMT in Q4 2021 and held it in 16 quarters. The position peaked at $895K in Q2 2022. 1,778 funds tracked by Wall St. Rank hold AMT as of Q4 2025.

  • LWM Advisory Services reported no remaining American Tower position as of Q4 2025 after selling out during the quarter.
  • LWM Advisory Services sold 1,925 American Tower shares in Q4 2025, an estimated $370K.
  • LWM Advisory Services first reported a position in American Tower in Q4 2021 and held it in 16 quarters.
  • LWM Advisory Services's American Tower position peaked at $895K in Q2 2022.
  • 1,778 funds tracked by Wall St. Rank held American Tower as of Q4 2025.

Based on LWM Advisory Services's 13F filing for Q4 2025, filed 12 Feb 2026.