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

Schrum Private Wealth 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
2025
Q4 		– Sell
-1,109
Closed -$213K – 123
2025
Q3 		$213K Sell
1,109
-23
-2% -$4.79K 0.16% 125
2025
Q2 		$250K Buy
1,132
+1
+0.1% +$216 0.2% 109
2025
Q1 		$246K Buy
1,131
+2
+0.2% +$392 0.22% 110
2024
Q4 		$207K Buy
+1,129
New +$234K 0.18% 121
2024
Q3 		– Sell
-1,126
Closed -$219K – 170
2024
Q2 		$219K Sell
1,126
-129
-10% -$24.1K 0.2% 121
2024
Q1 		$248K Buy
1,255
+276
+28% +$55K 0.23% 110
2023
Q4 		$211K Sell
979
-694
-41% -$131K 0.3% 92
2023
Q3 		$275K Buy
1,673
+7
+0.4% +$1.28K 0.31% 83
2023
Q2 		$323K Buy
1,666
+5
+0.3% +$978 0.35% 73
2023
Q1 		$339K Buy
1,661
+5
+0.3% +$1.05K 0.39% 70
2022
Q4 		$351K Sell
1,656
-107
-6% -$22.3K 0.42% 67
2022
Q3 		$377K Buy
1,763
+59
+3% +$15.2K 0.48% 61
2022
Q2 		$436K Buy
1,704
+4
+0.2% +$1K 0.49% 60
2022
Q1 		$429K Buy
1,700
+2
+0.1% +$488 0.43% 68
2021
Q4 		$497K Buy
+1,698
New +$464K 0.45% 62

Other funds holding AMT

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Schrum Private Wealth Management's AMT Position: Q4 2025 in Review

Schrum Private Wealth Management sold out of American Tower (AMT) in Q4 2025, closing a stake of 1,109 shares — an estimated $213K sold.

Schrum Private Wealth Management first reported a position in AMT in Q4 2021 and held it in 15 quarters. The position peaked at $497K in Q4 2021. 1,774 funds tracked by Wall St. Rank hold AMT as of Q4 2025.

  • Schrum Private Wealth Management reported no remaining American Tower position as of Q4 2025 after selling out during the quarter.
  • Schrum Private Wealth Management sold 1,109 American Tower shares in Q4 2025, an estimated $213K.
  • Schrum Private Wealth Management first reported a position in American Tower in Q4 2021 and held it in 15 quarters.
  • Schrum Private Wealth Management's American Tower position peaked at $497K in Q4 2021.
  • 1,774 funds tracked by Wall St. Rank held American Tower as of Q4 2025.

Based on Schrum Private Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.