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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
Q2 		$352K Sell
2,155
-38
-2% -$6.84K 0.07% 176
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Palumbo Wealth Management's AMT Position: Q2 2026 in Review

Palumbo Wealth Management reduced its American Tower (AMT) stake by 1.7% in Q2 2026, selling an estimated $6.84K and leaving 2,155 shares worth $352K. The position accounts for 0.07% of the portfolio, ranked #176.

Palumbo Wealth Management first reported a position in AMT in Q2 2023 and has held it in 13 quarters since. The position peaked at $997K in Q1 2025. 1,754 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Palumbo Wealth Management held 2,155 shares of American Tower worth $352K as of Q2 2026.
  • Palumbo Wealth Management sold 38 American Tower shares in Q2 2026, an estimated $6.84K.
  • American Tower made up 0.07% of Palumbo Wealth Management's portfolio in Q2 2026, its #176 holding.
  • Palumbo Wealth Management first reported a position in American Tower in Q2 2023 and has held it in 13 quarters since.
  • Palumbo Wealth Management's American Tower position peaked at $997K in Q1 2025.
  • 1,754 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.