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Twin Peaks Wealth Advisors’s American Tower AMT Stock Holding History

Twin Peaks Wealth 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 		$48.9K Buy
+283
New +$50.9K 0.01% 443
2025
Q3 		– Sell
-294
Closed -$60.3K – 263
2025
Q2 		$60.3K Buy
+294
New +$63.5K 0.02% 311

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

Twin Peaks Wealth Advisors's AMT Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in American Tower (AMT) in Q1 2026: 283 shares worth $48.9K. The stake represents 0.01% of the portfolio and ranks #443 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in AMT as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in AMT in Q2 2025 and has held it in 2 quarters since. The position peaked at $60.3K in Q2 2025. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Twin Peaks Wealth Advisors held 283 shares of American Tower worth $48.9K as of Q1 2026.
  • American Tower was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • American Tower made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #443 holding.
  • Twin Peaks Wealth Advisors first reported a position in American Tower in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's American Tower position peaked at $60.3K in Q2 2025.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.