Twin City Private Wealth’s American Tower AMT Stock Holding History

Twin City Private 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 Q1	$1.57M	Buy	9,090 +1,291	+17%	+$232K	1.19%	35
2025 Q4	$1.38M	Buy	7,799 +58	+0.7%	+$10.6K	1.05%	39
2025 Q3	$1.5M	Buy	7,741 +89	+1%	+$18.5K	1.17%	33
2025 Q2	$1.7M	Sell	7,652 -70	-0.9%	-$15.1K	1.39%	25
2025 Q1	$1.68M	Sell	7,722 -293	-4%	-$57.5K	1.48%	24
2024 Q4	$1.48M	Buy	8,015 +661	+9%	+$137K	1.31%	30
2024 Q3	$1.71M	Sell	7,354 -508	-6%	-$113K	1.48%	27
2024 Q2	$1.54M	Buy	7,862 +3,061	+64%	+$572K	1.46%	29
2024 Q1	$949K	Buy	+4,801	New	+$956K	0.93%	43

Other funds holding AMT

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Twin City Private Wealth's AMT Position: Q1 2026 in Review

Twin City Private Wealth increased its American Tower (AMT) stake by 17% in Q1 2026, buying an estimated $232K and bringing the position to 9,090 shares worth $1.57M. The position accounts for 1.19% of the portfolio, ranked #35.

Twin City Private Wealth first reported a position in AMT in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.71M in Q3 2024. 1,750 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Twin City Private Wealth held 9,090 shares of American Tower worth $1.57M as of Q1 2026.
Twin City Private Wealth bought 1,291 American Tower shares in Q1 2026, an estimated $232K.
American Tower made up 1.19% of Twin City Private Wealth's portfolio in Q1 2026, its #35 holding.
Twin City Private Wealth first reported a position in American Tower in Q1 2024 and has held it in 9 quarters since.
Twin City Private Wealth's American Tower position peaked at $1.71M in Q3 2024.
1,750 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Twin City Private Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.