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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

Private Wealth Management Group reduced its American Tower (AMT) stake by 2.2% in Q2 2026, selling an estimated $540 and leaving 132 shares worth $21.6K. The position accounts for 0.01% of the portfolio, ranked #368.

Private Wealth Management Group first reported a position in AMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $30.7K in Q4 2023. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

Private Wealth Management Group held 132 shares of American Tower worth $21.6K as of Q2 2026.
Private Wealth Management Group sold 3 American Tower shares in Q2 2026, an estimated $540.
American Tower made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #368 holding.
Private Wealth Management Group first reported a position in American Tower in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's American Tower position peaked at $30.7K in Q4 2023.
1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.