Parcion Private Wealth’s American Tower AMT Stock Holding History

Parcion Private Wealth’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	$503K	Buy	3,076 +1,550	+102%	+$279K	0.03%	264
2026 Q1	$263K	Sell	1,526 -1,156	-43%	-$208K	0.02%	363
2025 Q4	$471K	Buy	+2,682	New	+$488K	0.03%	241
2025 Q1	–	Sell	-1,455	Closed	-$267K	–	291
2024 Q4	$267K	Buy	1,455 +103	+8%	+$21.3K	0.02%	211
2024 Q3	$314K	Hold	1,352	–	–	0.03%	188
2024 Q2	$263K	Buy	+1,352	New	+$253K	0.02%	174
2022 Q3	–	Sell	-791	Closed	-$205K	–	195
2022 Q2	$205K	Sell	791 -293	-27%	-$73.5K	0.02%	205
2022 Q1	$271K	Sell	1,084 -38	-3%	-$9.27K	0.03%	173
2021 Q4	$283K	Sell	1,122 -48	-4%	-$13.1K	0.03%	166
2021 Q3	$315K	Buy	1,170 +64	+6%	+$18.2K	0.03%	167
2021 Q2	$299K	Hold	1,106	–	–	0.03%	165
2021 Q1	$264K	Buy	+1,106	New	+$246K	0.03%	174
2020 Q4	–	Sell	-887	Closed	-$216K	–	184
2020 Q3	$216K	Sell	887 -73	-8%	-$18.5K	0.03%	173
2020 Q2	$255K	Buy	+960	New	+$237K	0.04%	161

Other funds holding AMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Parcion Private Wealth's AMT Position: Q2 2026 in Review

Parcion Private Wealth increased its American Tower (AMT) stake by 102% in Q2 2026, buying an estimated $279K and bringing the position to 3,076 shares worth $503K. The position accounts for 0.03% of the portfolio, ranked #264.

Parcion Private Wealth first reported a position in AMT in Q2 2020 and has held it in 14 quarters since. 1,749 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

Parcion Private Wealth held 3,076 shares of American Tower worth $503K as of Q2 2026.
Parcion Private Wealth bought 1,550 American Tower shares in Q2 2026, an estimated $279K.
American Tower made up 0.03% of Parcion Private Wealth's portfolio in Q2 2026, its #264 holding.
Parcion Private Wealth first reported a position in American Tower in Q2 2020 and has held it in 14 quarters since.
1,749 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.