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Symphony Financial’s American Tower AMT Stock Holding History

Symphony Financial’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 		$275K Sell
1,596
-737
-32% -$133K 0.04% 246
2025
Q4 		$412K Buy
2,333
+264
+13% +$48K 0.06% 189
2025
Q3 		$396K Sell
2,069
-1,342
-39% -$280K 0.05% 186
2025
Q2 		$504K Buy
+3,411
New +$736K 0.07% 154
2025
Q1 		– Sell
-2,033
Closed -$386K – 99
2024
Q4 		$386K Sell
2,033
-150
-7% -$31.1K 0.06% 154
2024
Q3 		$503K Sell
2,183
-197
-8% -$43.7K 0.08% 141
2024
Q2 		$465K Sell
2,380
-29
-1% -$5.42K 0.08% 141
2024
Q1 		$476K Buy
2,409
+71
+3% +$14.1K 0.11% 119
2023
Q4 		$487K Buy
+2,338
New +$442K 0.1% 135
2023
Q3 		– Sell
-2,620
Closed -$505K – 164
2023
Q2 		$505K Buy
2,620
+142
+6% +$27.8K 0.12% 118
2023
Q1 		$499K Sell
2,478
-48
-2% -$10.1K 0.13% 134
2022
Q4 		$553K Sell
2,526
-90
-3% -$18.7K 0.15% 127
2022
Q3 		$559K Sell
2,616
-180
-6% -$46.2K 0.18% 120
2022
Q2 		$708K Sell
2,796
-1,909
-41% -$479K 0.21% 96
2022
Q1 		$1.25M Sell
4,705
-650
-12% -$159K 0.29% 67
2021
Q4 		$1.53M Buy
5,355
+731
+16% +$200K 0.43% 50
2021
Q3 		$1.25M Sell
4,624
-791
-15% -$225K 0.43% 48
2021
Q2 		$1.47M Sell
5,415
-819
-13% -$209K 0.5% 45
2021
Q1 		$1.52M Buy
6,234
+166
+3% +$37K 0.4% 44
2020
Q4 		$1.33M Sell
6,068
-7,178
-54% -$1.67M 0.48% 44
2020
Q3 		$3.2M Buy
13,246
+1,701
+15% +$431K 1.31% 16
2020
Q2 		$2.98M Buy
11,545
+3,906
+51% +$966K 1.44% 18
2020
Q1 		$1.76M Buy
+7,639
New +$1.78M 1.21% 20

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

Symphony Financial's AMT Position: Q1 2026 in Review

Symphony Financial reduced its American Tower (AMT) stake by 32% in Q1 2026, selling an estimated $133K and leaving 1,596 shares worth $275K. The position accounts for 0.04% of the portfolio, ranked #246.

Symphony Financial first reported a position in AMT in Q1 2020 and has held it in 23 quarters since. The position peaked at $3.2M in Q3 2020. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Symphony Financial held 1,596 shares of American Tower worth $275K as of Q1 2026.
  • Symphony Financial sold 737 American Tower shares in Q1 2026, an estimated $133K.
  • American Tower made up 0.04% of Symphony Financial's portfolio in Q1 2026, its #246 holding.
  • Symphony Financial first reported a position in American Tower in Q1 2020 and has held it in 23 quarters since.
  • Symphony Financial's American Tower position peaked at $3.2M in Q3 2020.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Symphony Financial's 13F filing for Q1 2026, filed 1 May 2026.