SOA Wealth Advisors’s American Tower AMT Stock Holding History

SOA Wealth 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	$26K	Buy	151 +1	+0.7%	+$180	﹤0.01%	461
2025 Q4	$26.4K	Sell	150 -55	-27%	-$10K	﹤0.01%	459
2025 Q3	$39.4K	Buy	205 +55	+37%	+$11.5K	0.01%	410
2025 Q2	$33.2K	Hold	150	–	–	0.01%	427
2025 Q1	$32.6K	Hold	150	–	–	0.01%	395
2024 Q4	$27.5K	Hold	150	–	–	0.01%	407
2024 Q3	$34.9K	Hold	150	–	–	0.01%	370
2024 Q2	$29.2K	Hold	150	–	–	0.01%	382
2024 Q1	$29.6K	Buy	+150	New	+$29.9K	0.01%	380
2022 Q1	–	Sell	-86	Closed	-$25K	–	892
2021 Q4	$25K	Hold	86	–	–	0.01%	401
2021 Q3	$22K	Hold	86	–	–	0.01%	437
2021 Q2	$23K	Buy	+86	New	+$21.9K	0.01%	428

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

SOA Wealth Advisors's AMT Position: Q1 2026 in Review

SOA Wealth Advisors increased its American Tower (AMT) stake by 0.67% in Q1 2026, buying an estimated $180 and bringing the position to 151 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

SOA Wealth Advisors first reported a position in AMT in Q2 2021 and has held it in 12 quarters since. The position peaked at $39.4K in Q3 2025. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

SOA Wealth Advisors held 151 shares of American Tower worth $26K as of Q1 2026.
SOA Wealth Advisors bought 1 American Tower share in Q1 2026, an estimated $180.
American Tower made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #461 holding.
SOA Wealth Advisors first reported a position in American Tower in Q2 2021 and has held it in 12 quarters since.
SOA Wealth Advisors's American Tower position peaked at $39.4K in Q3 2025.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.