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

Private Wealth Asset 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 		$399K Sell
2,312
-848
-27% -$153K 0.04% 185
2025
Q4 		$555K Hold
3,160
– – 0.06% 160
2025
Q3 		$608K Hold
3,160
– – 0.07% 148
2025
Q2 		$698K Sell
3,160
-56
-2% -$12.1K 0.09% 132
2025
Q1 		$700K Buy
+3,216
New +$631K 0.1% 127

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

Private Wealth Asset Management's AMT Position: Q1 2026 in Review

Private Wealth Asset Management reduced its American Tower (AMT) stake by 27% in Q1 2026, selling an estimated $153K and leaving 2,312 shares worth $399K. The position accounts for 0.04% of the portfolio, ranked #185.

Private Wealth Asset Management first reported a position in AMT in Q1 2025 and has held it in 5 quarters since. The position peaked at $700K in Q1 2025. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Private Wealth Asset Management held 2,312 shares of American Tower worth $399K as of Q1 2026.
  • Private Wealth Asset Management sold 848 American Tower shares in Q1 2026, an estimated $153K.
  • American Tower made up 0.04% of Private Wealth Asset Management's portfolio in Q1 2026, its #185 holding.
  • Private Wealth Asset Management first reported a position in American Tower in Q1 2025 and has held it in 5 quarters since.
  • Private Wealth Asset Management's American Tower position peaked at $700K in Q1 2025.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.