PPWM
AMT icon

Paragon Private Wealth Management’s American Tower AMT Stock Holding History

Paragon Private 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 		$385K Sell
2,355
-213
-8% -$38.3K 0.1% 178
2026
Q1 		$443K Sell
2,568
-145
-5% -$26.1K 0.14% 148
2025
Q4 		$476K Sell
2,713
-1,937
-42% -$352K 0.15% 141
2025
Q3 		$894K Buy
4,650
+216
+5% +$45K 0.29% 101
2025
Q2 		$980K Sell
4,434
-713
-14% -$154K 0.39% 72
2025
Q1 		$1.12M Sell
5,147
-1,218
-19% -$239K 0.52% 58
2024
Q4 		$1.17M Buy
6,365
+76
+1% +$15.7K 0.54% 53
2024
Q3 		$1.46M Buy
6,289
+407
+7% +$90.2K 0.72% 40
2024
Q2 		$1.14M Buy
5,882
+137
+2% +$25.6K 0.65% 44
2024
Q1 		$1.14M Buy
5,745
+47
+0.8% +$9.36K 0.68% 47
2023
Q4 		$1.23M Buy
5,698
+401
+8% +$75.8K 0.86% 40
2023
Q3 		$871K Buy
5,297
+41
+0.8% +$7.49K 0.72% 50
2023
Q2 		$1.02M Sell
5,256
-58
-1% -$11.3K 0.81% 45
2023
Q1 		$1.09M Buy
5,314
+879
+20% +$184K 0.92% 38
2022
Q4 		$940K Buy
4,435
+600
+16% +$125K 0.85% 40
2022
Q3 		$750K Buy
3,835
+663
+21% +$170K 0.73% 42
2022
Q2 		$811K Buy
3,172
+2
+0.1% +$502 0.86% 38
2022
Q1 		$848K Buy
3,170
+100
+3% +$24.4K 0.83% 37
2021
Q4 		$898K Buy
+3,070
New +$839K 0.8% 36

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

Paragon Private Wealth Management's AMT Position: Q2 2026 in Review

Paragon Private Wealth Management reduced its American Tower (AMT) stake by 8.3% in Q2 2026, selling an estimated $38.3K and leaving 2,355 shares worth $385K. The position accounts for 0.1% of the portfolio, ranked #178.

Paragon Private Wealth Management first reported a position in AMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.46M in Q3 2024. 1,752 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Paragon Private Wealth Management held 2,355 shares of American Tower worth $385K as of Q2 2026.
  • Paragon Private Wealth Management sold 213 American Tower shares in Q2 2026, an estimated $38.3K.
  • American Tower made up 0.1% of Paragon Private Wealth Management's portfolio in Q2 2026, its #178 holding.
  • Paragon Private Wealth Management first reported a position in American Tower in Q4 2021 and has held it in 19 quarters since.
  • Paragon Private Wealth Management's American Tower position peaked at $1.46M in Q3 2024.
  • 1,752 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.