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Tanglewood Legacy Advisors’s American Tower AMT Stock Holding History

Tanglewood Legacy 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 		– Sell
-372
Closed -$65.3K – 270
2025
Q4 		$65.3K Hold
372
– – 0.02% 153
2025
Q3 		$71.5K Hold
372
– – 0.03% 151
2025
Q2 		$82.2K Hold
372
– – 0.03% 142
2025
Q1 		$80.9K Hold
372
– – 0.04% 142
2024
Q4 		$68.2K Buy
+372
New +$77.1K 0.03% 151

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Tanglewood Legacy Advisors's AMT Position: Q1 2026 in Review

Tanglewood Legacy Advisors sold out of American Tower (AMT) in Q1 2026, closing a stake of 372 shares — an estimated $65.3K sold.

Tanglewood Legacy Advisors first reported a position in AMT in Q4 2024 and held it in 5 quarters. The position peaked at $82.2K in Q2 2025. 1,757 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Tanglewood Legacy Advisors reported no remaining American Tower position as of Q1 2026 after selling out during the quarter.
  • Tanglewood Legacy Advisors sold 372 American Tower shares in Q1 2026, an estimated $65.3K.
  • Tanglewood Legacy Advisors first reported a position in American Tower in Q4 2024 and held it in 5 quarters.
  • Tanglewood Legacy Advisors's American Tower position peaked at $82.2K in Q2 2025.
  • 1,757 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.