OneAscent Financial Services’s American Tower AMT Stock Holding History

OneAscent Financial Services’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	$312K	Buy	1,806 +70	+4%	+$12.6K	0.02%	449
2025 Q4	$305K	Buy	1,736 +609	+54%	+$111K	0.03%	347
2025 Q3	$217K	Sell	1,127 -1,050	-48%	-$219K	0.03%	378
2025 Q2	$485K	Sell	2,177 -232	-10%	-$50.1K	0.03%	315
2025 Q1	$526K	Buy	2,409 +115	+5%	+$22.6K	0.03%	326
2024 Q4	$421K	Buy	+2,294	New	+$475K	0.04%	286
2021 Q4	–	Sell	-1,193	Closed	-$317K	–	140
2021 Q3	$317K	Buy	+1,193	New	+$340K	0.42%	53

Other funds holding AMT

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

OneAscent Financial Services's AMT Position: Q1 2026 in Review

OneAscent Financial Services increased its American Tower (AMT) stake by 4% in Q1 2026, buying an estimated $12.6K and bringing the position to 1,806 shares worth $312K. The position accounts for 0.02% of the portfolio, ranked #449.

OneAscent Financial Services first reported a position in AMT in Q3 2021 and has held it in 7 quarters since. The position peaked at $526K in Q1 2025. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

OneAscent Financial Services held 1,806 shares of American Tower worth $312K as of Q1 2026.
OneAscent Financial Services bought 70 American Tower shares in Q1 2026, an estimated $12.6K.
American Tower made up 0.02% of OneAscent Financial Services's portfolio in Q1 2026, its #449 holding.
OneAscent Financial Services first reported a position in American Tower in Q3 2021 and has held it in 7 quarters since.
OneAscent Financial Services's American Tower position peaked at $526K in Q1 2025.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on OneAscent Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.