Private Wealth Asset Management
AMT icon

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
Q3 		$2.36M Buy
12,493
+10,071
+416% +$1.73M 0.13% 142
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Private Wealth Asset Management's AMT Position: Q3 2026 in Review

Private Wealth Asset Management increased its American Tower (AMT) stake by 416% in Q3 2026, buying an estimated $1.73M and bringing the position to 12,493 shares worth $2.36M. The position accounts for 0.13% of the portfolio, ranked #142.

Private Wealth Asset Management first reported a position in AMT in Q1 2025 and has held it in 7 quarters since. 1,501 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

  • Private Wealth Asset Management held 12,493 shares of American Tower worth $2.36M as of Q3 2026.
  • Private Wealth Asset Management bought 10,071 American Tower shares in Q3 2026, an estimated $1.73M.
  • American Tower made up 0.13% of Private Wealth Asset Management's portfolio in Q3 2026, its #142 holding.
  • Private Wealth Asset Management first reported a position in American Tower in Q1 2025 and has held it in 7 quarters since.
  • 1,501 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Private Wealth Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.