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Wallace Advisory Group’s American Tower AMT Stock Holding History

Wallace Advisory Group’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 		$333K Buy
1,929
+49
+3% +$8.82K 0.36% 71
2025
Q4 		$330K Sell
1,880
-346
-16% -$63K 0.35% 79
2025
Q3 		$492K Sell
2,226
-588
-21% -$123K 0.4% 76
2025
Q2 		$612K Buy
2,814
+67
+2% +$14.5K 0.44% 59
2025
Q1 		$504K Sell
2,747
-3
-0.1% -$589 0.35% 82
2024
Q4 		$640K Sell
2,750
-8
-0.3% -$1.66K 0.44% 58
2024
Q3 		$536K Sell
2,758
-73
-3% -$16.2K 0.39% 62
2024
Q2 		$550K Buy
+2,831
New +$529K 0.4% 61

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

Wallace Advisory Group's AMT Position: Q1 2026 in Review

Wallace Advisory Group increased its American Tower (AMT) stake by 2.6% in Q1 2026, buying an estimated $8.82K and bringing the position to 1,929 shares worth $333K. The position accounts for 0.36% of the portfolio, ranked #71.

Wallace Advisory Group first reported a position in AMT in Q2 2024 and has held it in 8 quarters since. The position peaked at $640K in Q4 2024. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Wallace Advisory Group held 1,929 shares of American Tower worth $333K as of Q1 2026.
  • Wallace Advisory Group bought 49 American Tower shares in Q1 2026, an estimated $8.82K.
  • American Tower made up 0.36% of Wallace Advisory Group's portfolio in Q1 2026, its #71 holding.
  • Wallace Advisory Group first reported a position in American Tower in Q2 2024 and has held it in 8 quarters since.
  • Wallace Advisory Group's American Tower position peaked at $640K in Q4 2024.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.