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Stratos Wealth Advisors’s American Tower AMT Stock Holding History

Stratos 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 		$295K Buy
1,707
+115
+7% +$20.7K 0.02% 481
2025
Q4 		$280K Buy
1,592
+19
+1% +$3.46K 0.01% 542
2025
Q3 		$303K Sell
1,573
-205
-12% -$42.7K 0.01% 550
2025
Q2 		$393K Buy
1,778
+3
+0.2% +$648 0.02% 489
2025
Q1 		$386K Sell
1,775
-226
-11% -$44.3K 0.02% 495
2024
Q4 		$367K Buy
2,001
+191
+11% +$39.6K 0.02% 545
2024
Q3 		$421K Sell
1,810
-9
-0.5% -$2K 0.02% 536
2024
Q2 		$354K Buy
+1,819
New +$340K 0.02% 546
2024
Q1 		– Sell
-1,492
Closed -$322K – 661
2023
Q4 		$322K Sell
1,492
-6
-0.4% -$1.13K 0.02% 539
2023
Q3 		$246K Sell
1,498
-1,928
-56% -$352K 0.02% 577
2023
Q2 		$664K Sell
3,426
-1,563
-31% -$306K 0.05% 374
2023
Q1 		$1.02M Buy
4,989
+488
+11% +$102K 0.08% 283
2022
Q4 		$954K Buy
4,501
+1,128
+33% +$235K 0.08% 283
2022
Q3 		$724K Sell
3,373
-32
-0.9% -$8.22K 0.08% 294
2022
Q2 		$871K Sell
3,405
-71
-2% -$17.8K 0.08% 284
2022
Q1 		$873K Sell
3,476
-31
-0.9% -$7.56K 0.07% 292
2021
Q4 		$1.03M Sell
3,507
-87
-2% -$23.8K 0.07% 279
2021
Q3 		$954K Buy
3,594
+2,012
+127% +$574K 0.08% 259
2021
Q2 		$427K Buy
1,582
+355
+29% +$90.5K 0.04% 377
2021
Q1 		$293K Buy
+1,227
New +$273K 0.03% 397

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

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

Stratos Wealth Advisors increased its American Tower (AMT) stake by 7.2% in Q1 2026, buying an estimated $20.7K and bringing the position to 1,707 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #481.

Stratos Wealth Advisors first reported a position in AMT in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.03M in Q4 2021. 1,750 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Stratos Wealth Advisors held 1,707 shares of American Tower worth $295K as of Q1 2026.
  • Stratos Wealth Advisors bought 115 American Tower shares in Q1 2026, an estimated $20.7K.
  • American Tower made up 0.02% of Stratos Wealth Advisors's portfolio in Q1 2026, its #481 holding.
  • Stratos Wealth Advisors first reported a position in American Tower in Q1 2021 and has held it in 20 quarters since.
  • Stratos Wealth Advisors's American Tower position peaked at $1.03M in Q4 2021.
  • 1,750 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.