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Safe Harbor Fiduciary’s American Tower AMT Stock Holding History

Safe Harbor Fiduciary’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 		– Sell
-79
Closed -$13.9K – 64
2025
Q4 		$13.9K Buy
+79
New +$14.4K 0.01% 136
2025
Q2 		$1.21M Buy
5,484
+179
+3% +$38.6K 1.14% 28
2025
Q1 		$1.15M Sell
5,305
-25
-0.5% -$4.9K 1.19% 25
2024
Q4 		$978K Buy
5,330
+58
+1% +$12K 1% 25
2024
Q3 		$1.23M Buy
+5,272
New +$1.17M 1.15% 22

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Safe Harbor Fiduciary's AMT Position: Q1 2026 in Review

Safe Harbor Fiduciary sold out of American Tower (AMT) in Q1 2026, closing a stake of 79 shares — an estimated $13.9K sold.

Safe Harbor Fiduciary first reported a position in AMT in Q3 2024 and held it in 5 quarters. The position peaked at $1.23M in Q3 2024. 1,760 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Safe Harbor Fiduciary reported no remaining American Tower position as of Q1 2026 after selling out during the quarter.
  • Safe Harbor Fiduciary sold 79 American Tower shares in Q1 2026, an estimated $13.9K.
  • Safe Harbor Fiduciary first reported a position in American Tower in Q3 2024 and held it in 5 quarters.
  • Safe Harbor Fiduciary's American Tower position peaked at $1.23M in Q3 2024.
  • 1,760 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.