Outlook Wealth Advisors’s American Tower AMT Stock Holding History

Outlook Wealth 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
2026 Q1	$662K	Buy	+3,838	New	+$691K	0.16%	141
2023 Q2	–	Sell	-1,593	Closed	-$325K	–	198
2023 Q1	$325K	Sell	1,593 -3,242	-67%	-$680K	0.14%	143
2022 Q4	$1.02M	Buy	4,835 +29	+0.6%	+$6.04K	0.49%	48
2022 Q3	$1.03M	Sell	4,806 -1	-0%	-$257	0.46%	50
2022 Q2	$1.23M	Buy	4,807 +2,558	+114%	+$642K	0.5%	51
2022 Q1	$564K	Buy	2,249 +858	+62%	+$209K	0.19%	124
2021 Q4	$407K	Buy	1,391 +22	+2%	+$6.01K	0.12%	152
2021 Q3	$363K	Buy	1,369 +39	+3%	+$11.1K	0.12%	165
2021 Q2	$359K	Buy	1,330 +240	+22%	+$61.2K	0.11%	170
2021 Q1	$261K	Buy	1,090 +168	+18%	+$37.4K	0.09%	175
2020 Q4	$207K	Sell	922 -19	-2%	-$4.42K	0.08%	178
2020 Q3	$228K	Sell	941 -80	-8%	-$20.3K	0.09%	156
2020 Q2	$264K	Buy	1,021 +35	+4%	+$8.66K	0.11%	147
2020 Q1	$215K	Buy	+986	New	+$229K	0.12%	141
2019 Q4	–	Sell	-1,708	Closed	-$378K	–	141
2019 Q3	$378K	Sell	1,708 -1	-0.1%	-$218	0.23%	108
2019 Q2	$349K	Buy	1,709 +123	+8%	+$24.7K	0.23%	112
2019 Q1	$313K	Buy	1,586 +1,242	+361%	+$218K	0.26%	105
2018 Q4	$544K	Buy	+344	New	+$53.8K	0.25%	100

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

Outlook Wealth Advisors's AMT Position: Q1 2026 in Review

Outlook Wealth Advisors opened a new position in American Tower (AMT) in Q1 2026: 3,838 shares worth $662K. The stake represents 0.16% of the portfolio and ranks #141 among its holdings. This is a return to the name: Outlook Wealth Advisors previously reported a position in AMT as recently as Q1 2023.

Outlook Wealth Advisors first reported a position in AMT in Q4 2018 and has held it in 18 quarters since. The position peaked at $1.23M in Q2 2022. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Outlook Wealth Advisors held 3,838 shares of American Tower worth $662K as of Q1 2026.
American Tower was a new Outlook Wealth Advisors position in Q1 2026.
American Tower made up 0.16% of Outlook Wealth Advisors's portfolio in Q1 2026, its #141 holding.
Outlook Wealth Advisors first reported a position in American Tower in Q4 2018 and has held it in 18 quarters since.
Outlook Wealth Advisors's American Tower position peaked at $1.23M in Q2 2022.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.