SP
AMT icon

SWS Partners’s American Tower AMT Stock Holding History

SWS 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
Q2 		– Sell
-9,810
Closed -$1.69M – 110
2026
Q1 		$1.69M Buy
9,810
+280
+3% +$50.4K 0.42% 79
2025
Q4 		$1.69M Sell
9,530
-77,250
-89% -$14.1M 0.41% 81
2025
Q3 		$1.68M Buy
86,780
+78,688
+972% +$16.4M 0.41% 83
2025
Q2 		$1.8M Sell
8,092
-981
-11% -$212K 0.49% 74
2025
Q1 		$1.97M Sell
9,073
-40
-0.4% -$7.85K 0.65% 61
2024
Q4 		$1.69M Buy
9,113
+1,162
+15% +$241K 0.51% 73
2024
Q3 		$1.85M Sell
7,951
-2,612
-25% -$579K 0.59% 70
2024
Q2 		$2.05M Sell
10,563
-513
-5% -$95.9K 0.61% 65
2024
Q1 		$2.19M Buy
11,076
+297
+3% +$59.2K 0.65% 66
2023
Q4 		$2.33M Sell
10,779
-414
-4% -$78.2K 0.76% 52
2023
Q3 		$1.84M Buy
11,193
+1,018
+10% +$186K 0.68% 63
2023
Q2 		$1.99M Buy
10,175
+1,385
+16% +$271K 0.72% 62
2023
Q1 		$1.8M Buy
+8,790
New +$1.84M 0.67% 68
2022
Q1 		– Sell
-6,480
Closed -$1.9M – 112
2021
Q4 		$1.9M Buy
6,480
+874
+16% +$239K 1.08% 49
2021
Q3 		$1.49M Sell
5,606
-69
-1% -$19.7K 0.92% 57
2021
Q2 		$1.53M Sell
5,675
-213
-4% -$54.3K 1% 52
2021
Q1 		$1.41M Buy
5,888
+344
+6% +$76.6K 0.97% 53
2020
Q4 		$1.24M Buy
+5,544
New +$1.29M 0.55% 72
2018
Q2 		– Sell
-268
Closed -$39K – 112
2018
Q1 		$39K Hold
268
– – 0.03% 167
2017
Q4 		$38K Buy
+268
New +$38.3K 0.03% 171

Other funds holding AMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

SWS Partners's AMT Position: Q2 2026 in Review

SWS Partners sold out of American Tower (AMT) in Q2 2026, closing a stake of 9,810 shares — an estimated $1.69M sold.

SWS Partners first reported a position in AMT in Q4 2017 and held it in 20 quarters. The position peaked at $2.33M in Q4 2023. 1,754 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • SWS Partners reported no remaining American Tower position as of Q2 2026 after selling out during the quarter.
  • SWS Partners sold 9,810 American Tower shares in Q2 2026, an estimated $1.69M.
  • SWS Partners first reported a position in American Tower in Q4 2017 and held it in 20 quarters.
  • SWS Partners's American Tower position peaked at $2.33M in Q4 2023.
  • 1,754 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on SWS Partners's 13F filing for Q2 2026, filed 3 Aug 2026.