Sagespring Wealth Partners’s American Tower AMT Stock Holding History

Sagespring Wealth Partners’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	$880K	Buy	5,099 +1,195	+31%	+$215K	0.02%	351
2025 Q4	$685K	Sell	3,904 -719	-16%	-$131K	0.01%	397
2025 Q3	$889K	Sell	4,623 -483	-9%	-$101K	0.02%	321
2025 Q2	$1.13M	Buy	5,106 +828	+19%	+$179K	0.02%	262
2025 Q1	$931K	Buy	4,278 +1,115	+35%	+$219K	0.02%	255
2024 Q4	$580K	Buy	+3,163	New	+$655K	0.02%	315

Other funds holding AMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Sagespring Wealth Partners's AMT Position: Q1 2026 in Review

Sagespring Wealth Partners increased its American Tower (AMT) stake by 31% in Q1 2026, buying an estimated $215K and bringing the position to 5,099 shares worth $880K. The position accounts for 0.02% of the portfolio, ranked #351.

Sagespring Wealth Partners first reported a position in AMT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.13M in Q2 2025. 1,750 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Sagespring Wealth Partners held 5,099 shares of American Tower worth $880K as of Q1 2026.
Sagespring Wealth Partners bought 1,195 American Tower shares in Q1 2026, an estimated $215K.
American Tower made up 0.02% of Sagespring Wealth Partners's portfolio in Q1 2026, its #351 holding.
Sagespring Wealth Partners first reported a position in American Tower in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's American Tower position peaked at $1.13M in Q2 2025.
1,750 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.