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Tred Avon Family Wealth’s American Tower AMT Stock Holding History

Tred Avon Family Wealth’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 		$757K Buy
4,629
+1,669
+56% +$300K 0.23% 127
2026
Q1 		$511K Buy
2,960
+28
+1% +$5.04K 0.17% 170
2025
Q4 		$515K Sell
2,932
-24
-0.8% -$4.37K 0.17% 156
2025
Q3 		$568K Buy
+2,956
New +$616K 0.2% 139

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 $3.38T AUM 44.17% 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

Tred Avon Family Wealth's AMT Position: Q2 2026 in Review

Tred Avon Family Wealth increased its American Tower (AMT) stake by 56% in Q2 2026, buying an estimated $300K and bringing the position to 4,629 shares worth $757K. The position accounts for 0.23% of the portfolio, ranked #127.

Tred Avon Family Wealth first reported a position in AMT in Q3 2025 and has held it in 4 quarters since. 1,758 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Tred Avon Family Wealth held 4,629 shares of American Tower worth $757K as of Q2 2026.
  • Tred Avon Family Wealth bought 1,669 American Tower shares in Q2 2026, an estimated $300K.
  • American Tower made up 0.23% of Tred Avon Family Wealth's portfolio in Q2 2026, its #127 holding.
  • Tred Avon Family Wealth first reported a position in American Tower in Q3 2025 and has held it in 4 quarters since.
  • 1,758 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.