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SHP Wealth Management’s American Tower AMT Stock Holding History

SHP 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
2026
Q1 		$212K Buy
1,228
+27
+2% +$4.86K 0.02% 259
2025
Q4 		$211K Buy
+1,201
New +$219K 0.02% 244

Other funds holding AMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $344B AUM 42.99% 1-Year Est. Return

SHP Wealth Management's AMT Position: Q1 2026 in Review

SHP Wealth Management increased its American Tower (AMT) stake by 2.2% in Q1 2026, buying an estimated $4.86K and bringing the position to 1,228 shares worth $212K. The position accounts for 0.02% of the portfolio, ranked #259.

SHP Wealth Management first reported a position in AMT in Q4 2025 and has held it in 2 quarters since. 1,753 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • SHP Wealth Management held 1,228 shares of American Tower worth $212K as of Q1 2026.
  • SHP Wealth Management bought 27 American Tower shares in Q1 2026, an estimated $4.86K.
  • American Tower made up 0.02% of SHP Wealth Management's portfolio in Q1 2026, its #259 holding.
  • SHP Wealth Management first reported a position in American Tower in Q4 2025 and has held it in 2 quarters since.
  • 1,753 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.