Medallion Wealth Advisors’s American Tower AMT Stock Holding History

Medallion 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
2026 Q1	$41.1K	Hold	238	–	–	0.01%	508
2025 Q4	$41.8K	Hold	238	–	–	0.01%	498
2025 Q3	$45.8K	Sell	238 -10	-4%	-$2.08K	0.02%	479
2025 Q2	$55.7K	Buy	248 +10	+4%	+$2.16K	0.02%	447
2025 Q1	$52.2K	Buy	238 +68	+40%	+$13.3K	0.02%	423
2024 Q4	$31.2K	Buy	+170	New	+$35.2K	0.02%	487

Other funds holding AMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Medallion Wealth Advisors's AMT Position: Q1 2026 in Review

Medallion Wealth Advisors held its American Tower (AMT) position steady in Q1 2026 at 238 shares worth $41.1K. The position accounts for 0.01% of the portfolio, ranked #508.

Medallion Wealth Advisors first reported a position in AMT in Q4 2024 and has held it in 6 quarters since. The position peaked at $55.7K in Q2 2025. 1,750 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Medallion Wealth Advisors held 238 shares of American Tower worth $41.1K as of Q1 2026.
Medallion Wealth Advisors left its American Tower share count unchanged in Q1 2026.
American Tower made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #508 holding.
Medallion Wealth Advisors first reported a position in American Tower in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's American Tower position peaked at $55.7K in Q2 2025.
1,750 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.