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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
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 $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

NewEdge Wealth's AMT Position: Q1 2026 in Review

NewEdge Wealth reduced its American Tower (AMT) stake by 34% in Q1 2026, selling an estimated $948K and leaving 10,452 shares worth $1.8M. The position accounts for 0.02% of the portfolio, ranked #460.

NewEdge Wealth first reported a position in AMT in Q4 2020 and has held it in 22 quarters since. The position peaked at $10.6M in Q2 2022. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • NewEdge Wealth held 10,452 shares of American Tower worth $1.8M as of Q1 2026.
  • NewEdge Wealth sold 5,267 American Tower shares in Q1 2026, an estimated $948K.
  • American Tower made up 0.02% of NewEdge Wealth's portfolio in Q1 2026, its #460 holding.
  • NewEdge Wealth first reported a position in American Tower in Q4 2020 and has held it in 22 quarters since.
  • NewEdge Wealth's American Tower position peaked at $10.6M in Q2 2022.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.