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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
Q2 		$39.1K Buy
239
+1
+0.4% +$180 0.01% 511
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
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

Medallion Wealth Advisors's AMT Position: Q2 2026 in Review

Medallion Wealth Advisors increased its American Tower (AMT) stake by 0.42% in Q2 2026, buying an estimated $180 and bringing the position to 239 shares worth $39.1K. The position accounts for 0.01% of the portfolio, ranked #511.

Medallion Wealth Advisors first reported a position in AMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $55.7K in Q2 2025. 1,754 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Medallion Wealth Advisors held 239 shares of American Tower worth $39.1K as of Q2 2026.
  • Medallion Wealth Advisors bought 1 American Tower share in Q2 2026, an estimated $180.
  • American Tower made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #511 holding.
  • Medallion Wealth Advisors first reported a position in American Tower in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's American Tower position peaked at $55.7K in Q2 2025.
  • 1,754 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.