Palumbo Wealth Management’s American Tower AMT Stock Holding History

Palumbo 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	$379K	Sell	2,193 -329	-13%	-$59.2K	0.09%	148
2025 Q4	$443K	Sell	2,522 -1,402	-36%	-$255K	0.11%	138
2025 Q3	$726K	Buy	3,924 +112	+3%	+$23.3K	0.23%	72
2025 Q2	$843K	Sell	3,812 -768	-17%	-$166K	0.26%	73
2025 Q1	$997K	Buy	4,580 +768	+20%	+$151K	0.33%	58
2024 Q4	$699K	Buy	3,812 +98	+3%	+$20.3K	0.26%	66
2024 Q3	$864K	Buy	3,714 +57	+2%	+$12.6K	0.34%	62
2024 Q2	$711K	Buy	3,657 +595	+19%	+$111K	0.3%	64
2024 Q1	$605K	Buy	3,062 +212	+7%	+$42.2K	0.27%	67
2023 Q4	$615K	Buy	2,850 +261	+10%	+$49.3K	0.31%	61
2023 Q3	$426K	Sell	2,589 -250	-9%	-$45.7K	0.23%	73
2023 Q2	$551K	Buy	+2,839	New	+$555K	0.34%	54

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

Palumbo Wealth Management's AMT Position: Q1 2026 in Review

Palumbo Wealth Management reduced its American Tower (AMT) stake by 13% in Q1 2026, selling an estimated $59.2K and leaving 2,193 shares worth $379K. The position accounts for 0.09% of the portfolio, ranked #148.

Palumbo Wealth Management first reported a position in AMT in Q2 2023 and has held it in 12 quarters since. The position peaked at $997K in Q1 2025. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Palumbo Wealth Management held 2,193 shares of American Tower worth $379K as of Q1 2026.
Palumbo Wealth Management sold 329 American Tower shares in Q1 2026, an estimated $59.2K.
American Tower made up 0.09% of Palumbo Wealth Management's portfolio in Q1 2026, its #148 holding.
Palumbo Wealth Management first reported a position in American Tower in Q2 2023 and has held it in 12 quarters since.
Palumbo Wealth Management's American Tower position peaked at $997K in Q1 2025.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Palumbo Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.