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My Legacy Advisors’s American Tower AMT Stock Holding History

My Legacy 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
Q2 		– Sell
-3,174
Closed -$691K – 208
2025
Q1 		$691K Buy
3,174
+148
+5% +$29K 0.27% 113
2024
Q4 		$546K Buy
3,026
+149
+5% +$30.9K 0.21% 125
2024
Q3 		$669K Sell
2,877
-469
-14% -$104K 0.26% 115
2024
Q2 		$650K Buy
3,346
+351
+12% +$65.6K 0.21% 125
2024
Q1 		$592K Buy
2,995
+593
+25% +$118K 0.2% 141
2023
Q4 		$499K Buy
2,402
+768
+47% +$145K 0.18% 150
2023
Q3 		$261K Buy
1,634
+474
+41% +$86.6K 0.11% 183
2023
Q2 		$228K Buy
+1,160
New +$227K 0.09% 199

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

My Legacy Advisors's AMT Position: Q2 2025 in Review

My Legacy Advisors sold out of American Tower (AMT) in Q2 2025, closing a stake of 3,174 shares — an estimated $691K sold.

My Legacy Advisors first reported a position in AMT in Q2 2023 and held it in 8 quarters. The position peaked at $691K in Q1 2025. 1,849 funds tracked by Wall St. Rank hold AMT as of Q2 2025.

  • My Legacy Advisors reported no remaining American Tower position as of Q2 2025 after selling out during the quarter.
  • My Legacy Advisors sold 3,174 American Tower shares in Q2 2025, an estimated $691K.
  • My Legacy Advisors first reported a position in American Tower in Q2 2023 and held it in 8 quarters.
  • My Legacy Advisors's American Tower position peaked at $691K in Q1 2025.
  • 1,849 funds tracked by Wall St. Rank held American Tower as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.