ViaWealth’s American Tower AMT Stock Holding History

ViaWealth’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	$205K	Buy	+1,189	New	+$214K	0.11%	155
2025 Q4	–	Sell	-1,586	Closed	-$305K	–	153
2025 Q3	$305K	Sell	1,586 -334	-17%	-$69.6K	0.17%	134
2025 Q2	$424K	Sell	1,920 -688	-26%	-$149K	0.25%	113
2025 Q1	$568K	Sell	2,608 -101	-4%	-$19.8K	0.35%	89
2024 Q4	$497K	Buy	2,709 +48	+2%	+$9.95K	0.3%	95
2024 Q3	$619K	Sell	2,661 -460	-15%	-$102K	0.36%	89
2024 Q2	$607K	Buy	3,121 +78	+3%	+$14.6K	0.38%	81
2024 Q1	$601K	Buy	3,043 +2,020	+197%	+$402K	0.38%	84
2023 Q4	$221K	Buy	+1,023	New	+$193K	0.15%	144
2023 Q3	–	Sell	-1,114	Closed	-$216K	–	157
2023 Q2	$216K	Buy	+1,114	New	+$218K	0.16%	145
2023 Q1	–	Sell	-957	Closed	-$210K	–	148
2022 Q4	$210K	Buy	+957	New	+$199K	0.17%	149

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

ViaWealth's AMT Position: Q1 2026 in Review

ViaWealth opened a new position in American Tower (AMT) in Q1 2026: 1,189 shares worth $205K. The stake represents 0.11% of the portfolio and ranks #155 among its holdings. This is a return to the name: ViaWealth previously reported a position in AMT as recently as Q3 2025.

ViaWealth first reported a position in AMT in Q4 2022 and has held it in 11 quarters since. The position peaked at $619K in Q3 2024. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

ViaWealth held 1,189 shares of American Tower worth $205K as of Q1 2026.
American Tower was a new ViaWealth position in Q1 2026.
American Tower made up 0.11% of ViaWealth's portfolio in Q1 2026, its #155 holding.
ViaWealth first reported a position in American Tower in Q4 2022 and has held it in 11 quarters since.
ViaWealth's American Tower position peaked at $619K in Q3 2024.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.