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Modern Wealth Management’s American Tower AMT Stock Holding History

Modern Wealth Management’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 		$458K Buy
+2,676
New +$482K 0.01% 595
2025
Q4 		– Sell
-2,029
Closed -$390K – 844
2025
Q3 		$390K Sell
2,029
-1,294
-39% -$270K 0.01% 568
2025
Q2 		$735K Sell
3,323
-685
-17% -$148K 0.02% 417
2025
Q1 		$872K Sell
4,008
-1,466
-27% -$288K 0.03% 321
2024
Q4 		$1M Buy
+5,474
New +$1.13M 0.04% 257

Other funds holding AMT

BlackRock
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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

Modern Wealth Management's AMT Position: Q1 2026 in Review

Modern Wealth Management opened a new position in American Tower (AMT) in Q1 2026: 2,676 shares worth $458K. The stake represents 0.01% of the portfolio and ranks #595 among its holdings. This is a return to the name: Modern Wealth Management previously reported a position in AMT as recently as Q3 2025.

Modern Wealth Management first reported a position in AMT in Q4 2024 and has held it in 5 quarters since. The position peaked at $1M in Q4 2024. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Modern Wealth Management held 2,676 shares of American Tower worth $458K as of Q1 2026.
  • American Tower was a new Modern Wealth Management position in Q1 2026.
  • American Tower made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #595 holding.
  • Modern Wealth Management first reported a position in American Tower in Q4 2024 and has held it in 5 quarters since.
  • Modern Wealth Management's American Tower position peaked at $1M in Q4 2024.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.