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

Private Wealth Management Group’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	$23.9K	Buy	146 +14	+11%	+$2.4K	0.01%	375
2026 Q2	$21.6K	Sell	132 -3	-2%	-$540	0.01%	368
2026 Q1	$23.3K	Buy	135 +3	+2%	+$540	0.01%	296
2025 Q4	$23.2K	Buy	132 +7	+6%	+$1.27K	0.01%	293
2025 Q3	$24.1K	Hold	125	–	–	0.01%	289
2025 Q2	$27.7K	Hold	125	–	–	0.01%	243
2025 Q1	$27.2K	Hold	125	–	–	0.01%	243
2024 Q4	$22.9K	Hold	125	–	–	0.01%	274
2024 Q3	$29.1K	Sell	125 -4	-3%	-$887	0.01%	228
2024 Q2	$25.2K	Sell	129 -19	-13%	-$3.55K	0.01%	240
2024 Q1	$29.3K	Buy	148 +6	+4%	+$1.2K	0.01%	216
2023 Q4	$30.7K	Buy	+142	New	+$26.8K	0.02%	212

Other funds holding AMT

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

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

Private Wealth Management Group increased its American Tower (AMT) stake by 11% in Q3 2026, buying an estimated $2.4K and bringing the position to 146 shares worth $23.9K. The position accounts for 0.01% of the portfolio, ranked #375.

Private Wealth Management Group first reported a position in AMT in Q4 2023 and has held it in 12 quarters since. The position peaked at $30.7K in Q4 2023. 450 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

Private Wealth Management Group held 146 shares of American Tower worth $23.9K as of Q3 2026.
Private Wealth Management Group bought 14 American Tower shares in Q3 2026, an estimated $2.4K.
American Tower made up 0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #375 holding.
Private Wealth Management Group first reported a position in American Tower in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's American Tower position peaked at $30.7K in Q4 2023.
450 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.