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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
Q2 		– Sell
-1,189
Closed -$205K – 168
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
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 $3.37T AUM 44.26% 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

ViaWealth's AMT Position: Q2 2026 in Review

ViaWealth sold out of American Tower (AMT) in Q2 2026, closing a stake of 1,189 shares — an estimated $205K sold.

ViaWealth first reported a position in AMT in Q4 2022 and held it in 11 quarters. The position peaked at $619K in Q3 2024. 1,752 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • ViaWealth reported no remaining American Tower position as of Q2 2026 after selling out during the quarter.
  • ViaWealth sold 1,189 American Tower shares in Q2 2026, an estimated $205K.
  • ViaWealth first reported a position in American Tower in Q4 2022 and held it in 11 quarters.
  • ViaWealth's American Tower position peaked at $619K in Q3 2024.
  • 1,752 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on ViaWealth's 13F filing for Q2 2026, filed 11 Aug 2026.