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Meridian Wealth Advisors’s American Tower AMT Stock Holding History

Meridian 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 		– Sell
-906
Closed -$200K – 187
2025
Q2 		$200K Sell
906
-24
-3% -$5.18K 0.03% 174
2025
Q1 		$202K Sell
930
-3,514
-79% -$689K 0.03% 164
2024
Q4 		$815K Sell
4,444
-14,722
-77% -$3.05M 0.13% 87
2024
Q3 		$4.46M Buy
19,166
+2,978
+18% +$660K 0.75% 36
2024
Q2 		$3.15M Buy
16,188
+3,987
+33% +$745K 0.56% 42
2024
Q1 		$2.41M Buy
12,201
+268
+2% +$53.4K 0.45% 50
2023
Q4 		$2.58M Sell
11,933
-416
-3% -$78.6K 0.56% 45
2023
Q3 		$2.03M Sell
12,349
-1,069
-8% -$195K 0.51% 50
2023
Q2 		$2.6M Buy
13,418
+773
+6% +$151K 0.63% 45
2023
Q1 		$2.58M Buy
12,645
+1,962
+18% +$412K 0.65% 42
2022
Q4 		$2.26M Buy
10,683
+2,130
+25% +$443K 0.58% 46
2022
Q3 		$1.84M Sell
8,553
-1,942
-19% -$499K 0.52% 45
2022
Q2 		$2.68M Buy
10,495
+1,180
+13% +$296K 0.71% 36
2022
Q1 		$2.34M Buy
9,315
+884
+10% +$216K 0.54% 47
2021
Q4 		$2.47M Buy
8,431
+904
+12% +$247K 0.6% 44
2021
Q3 		$2M Buy
7,527
+275
+4% +$78.4K 0.56% 48
2021
Q2 		$1.96M Buy
7,252
+665
+10% +$169K 0.55% 46
2021
Q1 		$1.57M Buy
6,587
+1,636
+33% +$364K 0.52% 49
2020
Q4 		$1.11M Buy
4,951
+906
+22% +$211K 0.41% 53
2020
Q3 		$978K Buy
4,045
+393
+11% +$99.6K 0.42% 52
2020
Q2 		$944K Buy
3,652
+603
+20% +$149K 0.44% 51
2020
Q1 		$664K Buy
3,049
+525
+21% +$122K 0.37% 57
2019
Q4 		$580K Buy
2,524
+14
+0.6% +$3.05K 0.23% 82
2019
Q3 		$555K Buy
+2,510
New +$548K 0.24% 83
2019
Q1 		– Sell
-1,398
Closed -$168K – 139
2018
Q4 		$168K Buy
+1,398
New +$219K 0.13% 131

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Meridian Wealth Advisors sold out of American Tower (AMT) in Q3 2025, closing a stake of 906 shares — an estimated $200K sold.

Meridian Wealth Advisors first reported a position in AMT in Q4 2018 and held it in 25 quarters. The position peaked at $4.46M in Q3 2024. 1,795 funds tracked by Wall St. Rank hold AMT as of Q3 2025.

  • Meridian Wealth Advisors reported no remaining American Tower position as of Q3 2025 after selling out during the quarter.
  • Meridian Wealth Advisors sold 906 American Tower shares in Q3 2025, an estimated $200K.
  • Meridian Wealth Advisors first reported a position in American Tower in Q4 2018 and held it in 25 quarters.
  • Meridian Wealth Advisors's American Tower position peaked at $4.46M in Q3 2024.
  • 1,795 funds tracked by Wall St. Rank held American Tower as of Q3 2025.

Based on Meridian Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.