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Triad Wealth Partners’s American Tower AMT Stock Holding History

Triad Wealth 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 		$250K Buy
1,449
+152
+12% +$27.4K 0.02% 429
2025
Q4 		$228K Buy
1,297
+214
+20% +$38.9K 0.02% 436
2025
Q3 		$208K Buy
+1,083
New +$226K 0.03% 363
2024
Q3 		– Sell
-23
Closed -$4.47K – 84
2024
Q2 		$4.47K Buy
+23
New +$4.3K ﹤0.01% 595

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

Triad Wealth Partners's AMT Position: Q1 2026 in Review

Triad Wealth Partners increased its American Tower (AMT) stake by 12% in Q1 2026, buying an estimated $27.4K and bringing the position to 1,449 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #429.

Triad Wealth Partners first reported a position in AMT in Q2 2024 and has held it in 4 quarters since. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Triad Wealth Partners held 1,449 shares of American Tower worth $250K as of Q1 2026.
  • Triad Wealth Partners bought 152 American Tower shares in Q1 2026, an estimated $27.4K.
  • American Tower made up 0.02% of Triad Wealth Partners's portfolio in Q1 2026, its #429 holding.
  • Triad Wealth Partners first reported a position in American Tower in Q2 2024 and has held it in 4 quarters since.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.