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Stratos Wealth Partners’s American Tower AMT Stock Holding History

Stratos Wealth Partners’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 		$1.6M Buy
9,264
+536
+6% +$96.4K 0.02% 627
2025
Q4 		$1.53M Buy
8,728
+280
+3% +$51K 0.02% 617
2025
Q3 		$1.62M Sell
8,448
-3,600
-30% -$750K 0.02% 594
2025
Q2 		$2.66M Buy
12,048
+497
+4% +$107K 0.04% 420
2025
Q1 		$2.51M Sell
11,551
-1,513
-12% -$297K 0.04% 387
2024
Q4 		$2.4M Sell
13,064
-287
-2% -$59.5K 0.03% 422
2024
Q3 		$3.1M Sell
13,351
-329
-2% -$72.9K 0.04% 356
2024
Q2 		$2.66M Sell
13,680
-778
-5% -$145K 0.04% 376
2024
Q1 		$2.86M Sell
14,458
-10,039
-41% -$2M 0.05% 360
2023
Q4 		$5.29M Buy
24,497
+453
+2% +$85.6K 0.1% 217
2023
Q3 		$3.95M Sell
24,044
-492
-2% -$89.9K 0.09% 240
2023
Q2 		$4.76M Buy
24,536
+635
+3% +$124K 0.11% 202
2023
Q1 		$4.88M Sell
23,901
-436
-2% -$91.5K 0.13% 163
2022
Q4 		$5.16M Sell
24,337
-871
-3% -$181K 0.13% 171
2022
Q3 		$5.41M Sell
25,208
-1,585
-6% -$407K 0.15% 146
2022
Q2 		$6.85M Sell
26,793
-192
-0.7% -$48.2K 0.17% 121
2022
Q1 		$6.78M Buy
26,985
+660
+3% +$161K 0.15% 138
2021
Q4 		$7.7M Buy
26,325
+1,458
+6% +$398K 0.17% 127
2021
Q3 		$6.6M Buy
24,867
+3,146
+14% +$897K 0.17% 130
2021
Q2 		$5.87M Buy
21,721
+350
+2% +$89.2K 0.15% 154
2021
Q1 		$5.11M Buy
21,371
+2,114
+11% +$471K 0.14% 157
2020
Q4 		$4.32M Buy
19,257
+1,325
+7% +$308K 0.13% 179
2020
Q3 		$4.33M Buy
17,932
+927
+5% +$235K 0.14% 161
2020
Q2 		$4.4M Buy
17,005
+2,435
+17% +$602K 0.16% 152
2020
Q1 		$3.17M Buy
14,570
+6,007
+70% +$1.4M 0.15% 144
2019
Q4 		$1.97M Sell
8,563
-961
-10% -$209K 0.08% 247
2019
Q3 		$2.11M Buy
9,524
+375
+4% +$81.8K 0.09% 231
2019
Q2 		$1.87M Buy
9,149
+2,019
+28% +$406K 0.08% 242
2019
Q1 		$1.41M Buy
7,130
+297
+4% +$52.1K 0.06% 294
2018
Q4 		$1.08M Buy
6,833
+114
+2% +$17.8K 0.06% 310
2018
Q3 		$976K Buy
6,719
+44
+0.7% +$6.45K 0.04% 341
2018
Q2 		$962K Sell
6,675
-786
-11% -$109K 0.04% 372
2018
Q1 		$1.08M Buy
7,461
+912
+14% +$128K 0.05% 351
2017
Q4 		$934K Buy
6,549
+609
+10% +$86.9K 0.04% 363
2017
Q3 		$812K Buy
5,940
+1,125
+23% +$157K 0.04% 378
2017
Q2 		$637K Buy
4,815
+599
+14% +$76.7K 0.03% 394
2017
Q1 		$512K Buy
4,216
+791
+23% +$87K 0.03% 415
2016
Q4 		$362K Sell
3,425
-4,758
-58% -$517K 0.02% 467
2016
Q3 		$927K Buy
8,183
+359
+5% +$41K 0.06% 249
2016
Q2 		$889K Buy
7,824
+1,048
+15% +$112K 0.07% 236
2016
Q1 		$694K Buy
6,776
+746
+12% +$69.7K 0.06% 237
2015
Q4 		$585K Buy
6,030
+3,573
+145% +$348K 0.05% 266
2015
Q3 		$216K Buy
+2,457
New +$231K 0.03% 462
2015
Q2 		– Sell
-2,356
Closed -$223K – 526
2015
Q1 		$223K Sell
2,356
-21
-0.9% -$2.04K 0.03% 513
2014
Q4 		$235K Buy
2,377
+201
+9% +$19.7K 0.04% 399
2014
Q3 		$204K Buy
+2,176
New +$207K 0.05% 284

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 Partners's AMT Position: Q1 2026 in Review

Stratos Wealth Partners increased its American Tower (AMT) stake by 6.1% in Q1 2026, buying an estimated $96.4K and bringing the position to 9,264 shares worth $1.6M. The position accounts for 0.02% of the portfolio, ranked #627.

Stratos Wealth Partners first reported a position in AMT in Q3 2014 and has held it in 46 quarters since. The position peaked at $7.7M in Q4 2021. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Stratos Wealth Partners held 9,264 shares of American Tower worth $1.6M as of Q1 2026.
  • Stratos Wealth Partners bought 536 American Tower shares in Q1 2026, an estimated $96.4K.
  • American Tower made up 0.02% of Stratos Wealth Partners's portfolio in Q1 2026, its #627 holding.
  • Stratos Wealth Partners first reported a position in American Tower in Q3 2014 and has held it in 46 quarters since.
  • Stratos Wealth Partners's American Tower position peaked at $7.7M in Q4 2021.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

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