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Schwarz Dygos Wheeler Investment Advisors’s American Tower AMT Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’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 		$625K Sell
3,620
-20
-0.5% -$3.6K 0.13% 95
2025
Q4 		$639K Buy
3,640
+203
+6% +$36.9K 0.13% 96
2025
Q3 		$661K Sell
3,437
-63
-2% -$13.1K 0.14% 95
2025
Q2 		$773K Sell
3,500
-25
-0.7% -$5.4K 0.18% 92
2025
Q1 		$767K Buy
3,525
+150
+4% +$29.4K 0.18% 82
2024
Q4 		$619K Buy
3,375
+200
+6% +$41.4K 0.15% 96
2024
Q3 		$738K Hold
3,175
– – 0.18% 85
2024
Q2 		$617K Buy
3,175
+330
+12% +$61.7K 0.17% 88
2024
Q1 		$562K Buy
2,845
+15
+0.5% +$2.99K 0.16% 94
2023
Q4 		$611K Hold
2,830
– – 0.19% 83
2023
Q3 		$465K Hold
2,830
– – 0.16% 91
2023
Q2 		$549K Buy
2,830
+385
+16% +$75.3K 0.18% 84
2023
Q1 		$500K Sell
2,445
-10
-0.4% -$2.1K 0.18% 78
2022
Q4 		$520K Hold
2,455
– – 0.2% 74
2022
Q3 		$527K Hold
2,455
– – 0.23% 65
2022
Q2 		$627K Hold
2,455
– – 0.25% 63
2022
Q1 		$617K Sell
2,455
-40
-2% -$9.76K 0.21% 69
2021
Q4 		$730K Buy
2,495
+20
+0.8% +$5.46K 0.25% 68
2021
Q3 		$657K Buy
2,475
+125
+5% +$35.6K 0.24% 69
2021
Q2 		$635K Buy
2,350
+70
+3% +$17.8K 0.23% 67
2021
Q1 		$545K Buy
2,280
+35
+2% +$7.79K 0.22% 69
2020
Q4 		$504K Buy
2,245
+70
+3% +$16.3K 0.24% 62
2020
Q3 		$526K Buy
2,175
+300
+16% +$76.1K 0.3% 59
2020
Q2 		$480K Hold
1,875
– – 0.31% 55
2020
Q1 		$408K Buy
1,875
+15
+0.8% +$3.49K 0.35% 51
2019
Q4 		$427K Sell
1,860
-30
-2% -$6.54K 0.29% 53
2019
Q3 		$418K Sell
1,890
-100
-5% -$21.8K 0.33% 52
2019
Q2 		$407K Buy
1,990
+80
+4% +$16.1K 0.34% 50
2019
Q1 		$376K Buy
1,910
+3
+0.2% +$526 0.32% 51
2018
Q4 		$302K Buy
+1,907
New +$298K 0.33% 51

Other funds holding AMT

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

Schwarz Dygos Wheeler Investment Advisors's AMT Position: Q1 2026 in Review

Schwarz Dygos Wheeler Investment Advisors reduced its American Tower (AMT) stake by 0.55% in Q1 2026, selling an estimated $3.6K and leaving 3,620 shares worth $625K. The position accounts for 0.13% of the portfolio, ranked #95.

Schwarz Dygos Wheeler Investment Advisors first reported a position in AMT in Q4 2018 and has held it in 30 quarters since. The position peaked at $773K in Q2 2025. 1,750 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 3,620 shares of American Tower worth $625K as of Q1 2026.
  • Schwarz Dygos Wheeler Investment Advisors sold 20 American Tower shares in Q1 2026, an estimated $3.6K.
  • American Tower made up 0.13% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q1 2026, its #95 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in American Tower in Q4 2018 and has held it in 30 quarters since.
  • Schwarz Dygos Wheeler Investment Advisors's American Tower position peaked at $773K in Q2 2025.
  • 1,750 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.