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Perigon Wealth Management’s American Tower AMT Stock Holding History

Perigon 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 		$1.1M Sell
6,383
-666
-9% -$120K 0.02% 505
2025
Q4 		$1.24M Buy
7,049
+1,771
+34% +$322K 0.02% 481
2025
Q3 		$1.02M Sell
5,278
-195
-4% -$40.6K 0.02% 499
2025
Q2 		$1.21M Buy
5,473
+419
+8% +$90.5K 0.03% 425
2025
Q1 		$1.1M Buy
5,054
+36
+0.7% +$7.06K 0.03% 430
2024
Q4 		$954K Sell
5,018
-978
-16% -$203K 0.02% 458
2024
Q3 		$1.39M Buy
5,996
+380
+7% +$84.3K 0.04% 353
2024
Q2 		$1.09M Sell
5,616
-749
-12% -$140K 0.03% 355
2024
Q1 		$1.26M Sell
6,365
-1,486
-19% -$296K 0.04% 320
2023
Q4 		$1.69M Sell
7,851
-1,435
-15% -$271K 0.06% 250
2023
Q3 		$1.53M Sell
9,286
-5
-0.1% -$913 0.06% 241
2023
Q2 		$1.8M Sell
9,291
-273
-3% -$53.4K 0.07% 216
2023
Q1 		$1.95M Sell
9,564
-829
-8% -$174K 0.11% 182
2022
Q4 		$2.2M Buy
10,393
+7,802
+301% +$1.62M 0.14% 162
2022
Q3 		$556K Buy
2,591
+160
+7% +$41.1K 0.05% 310
2022
Q2 		$621K Buy
2,431
+357
+17% +$89.6K 0.05% 286
2022
Q1 		$521K Sell
2,074
-93
-4% -$22.7K 0.04% 351
2021
Q4 		$634K Buy
2,167
+513
+31% +$140K 0.05% 290
2021
Q3 		$439K Buy
1,654
+166
+11% +$47.3K 0.04% 332
2021
Q2 		$402K Buy
1,488
+97
+7% +$24.7K 0.04% 350
2021
Q1 		$333K Buy
1,391
+147
+12% +$32.7K 0.03% 370
2020
Q4 		$279K Sell
1,244
-3
-0.2% -$697 0.03% 345
2020
Q3 		$301K Buy
1,247
+179
+17% +$45.4K 0.04% 296
2020
Q2 		$276K Sell
1,068
-134
-11% -$33.1K 0.04% 284
2020
Q1 		$312K Buy
+1,202
New +$280K 0.06% 228
2018
Q4 		– Sell
-1,894
Closed -$276K – 227
2018
Q3 		$276K Sell
1,894
-2,011
-51% -$295K 0.07% 186
2018
Q2 		$566K Buy
3,905
+1,844
+89% +$256K 0.17% 112
2018
Q1 		$300K Buy
2,061
+1,840
+833% +$259K 0.11% 127
2017
Q4 		$32K Sell
221
-3,035
-93% -$433K 0.01% 346
2017
Q3 		$447K Sell
3,256
-8,557
-72% -$1.19M 0.15% 118
2017
Q2 		$1.57M Sell
11,813
-126
-1% -$16.1K 0.34% 87
2017
Q1 		$1.45M Buy
11,939
+1,705
+17% +$188K 0.31% 96
2016
Q4 		$1.18M Buy
10,234
+5,681
+125% +$617K 0.26% 104
2016
Q3 		$517K Buy
4,553
+371
+9% +$42.4K 0.13% 145
2016
Q2 		$475K Buy
4,182
+1,743
+71% +$185K 0.13% 147
2016
Q1 		$428K Hold
2,439
– – 0.13% 115
2015
Q4 		$236K Buy
+2,439
New +$238K 0.07% 193
2015
Q1 		– Sell
-2,917
Closed -$288K – 214
2014
Q4 		$288K Hold
2,917
– – 0.09% 175
2014
Q3 		$273K Buy
+2,917
New +$278K 0.08% 168

Other funds holding AMT

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Perigon Wealth Management reduced its American Tower (AMT) stake by 9.4% in Q1 2026, selling an estimated $120K and leaving 6,383 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #505.

Perigon Wealth Management first reported a position in AMT in Q3 2014 and has held it in 39 quarters since. The position peaked at $2.2M in Q4 2022. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Perigon Wealth Management held 6,383 shares of American Tower worth $1.1M as of Q1 2026.
  • Perigon Wealth Management sold 666 American Tower shares in Q1 2026, an estimated $120K.
  • American Tower made up 0.02% of Perigon Wealth Management's portfolio in Q1 2026, its #505 holding.
  • Perigon Wealth Management first reported a position in American Tower in Q3 2014 and has held it in 39 quarters since.
  • Perigon Wealth Management's American Tower position peaked at $2.2M in Q4 2022.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.