OneAscent Wealth Management’s American Tower AMT Stock Holding History

OneAscent 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	$226K	Sell	1,307 -18	-1%	-$3.24K	0.07%	144
2025 Q4	$233K	Sell	1,325 -45	-3%	-$8.19K	0.08%	145
2025 Q3	$263K	Sell	1,370 -12	-0.9%	-$2.5K	0.09%	138
2025 Q2	$305K	Buy	1,382 +26	+2%	+$5.61K	0.11%	115
2025 Q1	$295K	Buy	1,356 +118	+10%	+$23.1K	0.13%	104
2024 Q4	$227K	Buy	1,238 +92	+8%	+$19.1K	0.09%	143
2024 Q3	$267K	Buy	+1,146	New	+$254K	0.1%	145
2021 Q4	–	Sell	-1,458	Closed	-$387K	–	88
2021 Q3	$387K	Buy	+1,458	New	+$416K	0.44%	51

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 Wealth Management's AMT Position: Q1 2026 in Review

OneAscent Wealth Management reduced its American Tower (AMT) stake by 1.4% in Q1 2026, selling an estimated $3.24K and leaving 1,307 shares worth $226K. The position accounts for 0.07% of the portfolio, ranked #144.

OneAscent Wealth Management first reported a position in AMT in Q3 2021 and has held it in 8 quarters since. The position peaked at $387K in Q3 2021. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

OneAscent Wealth Management held 1,307 shares of American Tower worth $226K as of Q1 2026.
OneAscent Wealth Management sold 18 American Tower shares in Q1 2026, an estimated $3.24K.
American Tower made up 0.07% of OneAscent Wealth Management's portfolio in Q1 2026, its #144 holding.
OneAscent Wealth Management first reported a position in American Tower in Q3 2021 and has held it in 8 quarters since.
OneAscent Wealth Management's American Tower position peaked at $387K in Q3 2021.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

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