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Sound View Wealth Advisors Group’s American Tower AMT Stock Holding History

Sound View Wealth Advisors Group’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 		$279K Sell
1,618
-1
-0.1% -$180 0.02% 353
2025
Q4 		$284K Sell
1,619
-51
-3% -$9.28K 0.02% 357
2025
Q3 		$321K Sell
1,670
-64
-4% -$13.3K 0.02% 346
2025
Q2 		$383K Buy
1,734
+9
+0.5% +$1.94K 0.03% 312
2025
Q1 		$375K Buy
1,725
+7
+0.4% +$1.37K 0.03% 300
2024
Q4 		$315K Buy
1,718
+130
+8% +$26.9K 0.03% 331
2024
Q3 		$369K Buy
1,588
+210
+15% +$46.6K 0.03% 303
2024
Q2 		$268K Sell
1,378
-56
-4% -$10.5K 0.03% 320
2024
Q1 		$283K Sell
1,434
-264
-16% -$52.6K 0.03% 312
2023
Q4 		$366K Sell
1,698
-41
-2% -$7.75K 0.04% 277
2023
Q3 		$286K Sell
1,739
-1,750
-50% -$320K 0.04% 296
2023
Q2 		$677K Buy
3,489
+165
+5% +$32.3K 0.09% 186
2023
Q1 		$679K Buy
3,324
+1,626
+96% +$341K 0.09% 182
2022
Q4 		$366K Buy
1,698
+27
+2% +$5.62K 0.04% 277
2022
Q3 		$359K Sell
1,671
-100
-6% -$25.7K 0.08% 193
2022
Q2 		$453K Sell
1,771
-116
-6% -$29.1K 0.09% 177
2022
Q1 		$474K Sell
1,887
-204
-10% -$49.8K 0.09% 180
2021
Q4 		$612K Buy
2,091
+95
+5% +$26K 0.12% 158
2021
Q3 		$530K Sell
1,996
-32
-2% -$9.12K 0.11% 160
2021
Q2 		$548K Buy
2,028
+46
+2% +$11.7K 0.12% 158
2021
Q1 		$474K Sell
1,982
-139
-7% -$31K 0.11% 164
2020
Q4 		$476K Buy
2,121
+322
+18% +$74.9K 0.12% 157
2020
Q3 		$435K Buy
1,799
+351
+24% +$89K 0.11% 156
2020
Q2 		$374K Buy
1,448
+25
+2% +$6.18K 0.11% 164
2020
Q1 		$310K Buy
1,423
+84
+6% +$19.5K 0.11% 158
2019
Q4 		$308K Buy
1,339
+136
+11% +$29.6K 0.09% 185
2019
Q3 		$266K Buy
+1,203
New +$263K 0.08% 206

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

Sound View Wealth Advisors Group's AMT Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its American Tower (AMT) stake by 0.06% in Q1 2026, selling an estimated $180 and leaving 1,618 shares worth $279K. The position accounts for 0.02% of the portfolio, ranked #353.

Sound View Wealth Advisors Group first reported a position in AMT in Q3 2019 and has held it in 27 quarters since. The position peaked at $679K in Q1 2023. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Sound View Wealth Advisors Group held 1,618 shares of American Tower worth $279K as of Q1 2026.
  • Sound View Wealth Advisors Group sold 1 American Tower share in Q1 2026, an estimated $180.
  • American Tower made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #353 holding.
  • Sound View Wealth Advisors Group first reported a position in American Tower in Q3 2019 and has held it in 27 quarters since.
  • Sound View Wealth Advisors Group's American Tower position peaked at $679K in Q1 2023.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.