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NewEdge Wealth’s American Tower AMT Stock Holding History

NewEdge Wealth’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 		$1.83M Buy
11,184
+732
+7% +$132K 0.02% 487
2026
Q1 		$1.8M Sell
10,452
-5,267
-34% -$948K 0.02% 460
2025
Q4 		$2.76M Buy
15,719
+4,068
+35% +$740K 0.03% 369
2025
Q3 		$2.09M Sell
11,651
-782
-6% -$163K 0.03% 387
2025
Q2 		$2.61M Buy
12,433
+474
+4% +$102K 0.04% 323
2025
Q1 		$2.6M Sell
11,959
-1,071
-8% -$210K 0.05% 298
2024
Q4 		$2.39M Sell
13,030
-2,647
-17% -$548K 0.04% 312
2024
Q3 		$3.65M Buy
15,677
+622
+4% +$138K 0.07% 253
2024
Q2 		$2.93M Sell
15,055
-1,281
-8% -$239K 0.06% 252
2024
Q1 		$2.93M Buy
16,336
+1,497
+10% +$298K 0.07% 252
2023
Q4 		$3.2M Buy
14,839
+835
+6% +$158K 0.08% 211
2023
Q3 		$2.3M Sell
14,004
-5,651
-29% -$1.03M 0.07% 227
2023
Q2 		$3.81M Sell
19,655
-20,780
-51% -$4.06M 0.13% 145
2023
Q1 		$8.26M Sell
40,435
-5,514
-12% -$1.16M 0.31% 88
2022
Q4 		$9.73M Sell
45,949
-158
-0.3% -$32.9K 0.42% 70
2022
Q3 		$9.9M Buy
46,107
+4,487
+11% +$1.15M 0.47% 60
2022
Q2 		$10.6M Buy
41,620
+11,484
+38% +$2.88M 0.48% 55
2022
Q1 		$7.57M Buy
30,136
+2,232
+8% +$545K 0.34% 80
2021
Q4 		$8.16M Buy
27,904
+644
+2% +$176K 0.34% 76
2021
Q3 		$7.24M Buy
27,260
+1,257
+5% +$358K 0.43% 62
2021
Q2 		$7.03M Buy
26,003
+1,435
+6% +$366K 0.54% 58
2021
Q1 		$5.87M Buy
24,568
+17,668
+256% +$3.93M 0.58% 56
2020
Q4 		$1.55M Buy
+6,900
New +$1.6M 0.48% 65

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

NewEdge Wealth's AMT Position: Q2 2026 in Review

NewEdge Wealth increased its American Tower (AMT) stake by 7% in Q2 2026, buying an estimated $132K and bringing the position to 11,184 shares worth $1.83M. The position accounts for 0.02% of the portfolio, ranked #487.

NewEdge Wealth first reported a position in AMT in Q4 2020 and has held it in 23 quarters since. The position peaked at $10.6M in Q2 2022. 1,754 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • NewEdge Wealth held 11,184 shares of American Tower worth $1.83M as of Q2 2026.
  • NewEdge Wealth bought 732 American Tower shares in Q2 2026, an estimated $132K.
  • American Tower made up 0.02% of NewEdge Wealth's portfolio in Q2 2026, its #487 holding.
  • NewEdge Wealth first reported a position in American Tower in Q4 2020 and has held it in 23 quarters since.
  • NewEdge Wealth's American Tower position peaked at $10.6M in Q2 2022.
  • 1,754 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.