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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
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 $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

SWS Partners's AMT Position: Q1 2026 in Review

SWS Partners increased its American Tower (AMT) stake by 2.9% in Q1 2026, buying an estimated $50.4K and bringing the position to 9,810 shares worth $1.69M. The position accounts for 0.42% of the portfolio, ranked #79.

SWS Partners first reported a position in AMT in Q4 2017 and has held it in 20 quarters since. The position peaked at $2.33M in Q4 2023. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • SWS Partners held 9,810 shares of American Tower worth $1.69M as of Q1 2026.
  • SWS Partners bought 280 American Tower shares in Q1 2026, an estimated $50.4K.
  • American Tower made up 0.42% of SWS Partners's portfolio in Q1 2026, its #79 holding.
  • SWS Partners first reported a position in American Tower in Q4 2017 and has held it in 20 quarters since.
  • SWS Partners's American Tower position peaked at $2.33M in Q4 2023.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on SWS Partners's 13F filing for Q1 2026, filed 21 Apr 2026.