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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
Q2 		$396K Buy
2,422
+110
+5% +$19.8K 0.04% 196
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 $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

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

Private Wealth Asset Management increased its American Tower (AMT) stake by 4.8% in Q2 2026, buying an estimated $19.8K and bringing the position to 2,422 shares worth $396K. The position accounts for 0.04% of the portfolio, ranked #196.

Private Wealth Asset Management first reported a position in AMT in Q1 2025 and has held it in 6 quarters since. The position peaked at $700K in Q1 2025. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Private Wealth Asset Management held 2,422 shares of American Tower worth $396K as of Q2 2026.
  • Private Wealth Asset Management bought 110 American Tower shares in Q2 2026, an estimated $19.8K.
  • American Tower made up 0.04% of Private Wealth Asset Management's portfolio in Q2 2026, its #196 holding.
  • Private Wealth Asset Management first reported a position in American Tower in Q1 2025 and has held it in 6 quarters since.
  • Private Wealth Asset Management's American Tower position peaked at $700K in Q1 2025.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.