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Waypoint Wealth Counsel’s American Tower AMT Stock Holding History

Waypoint Wealth Counsel’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 		– Sell
-2,988
Closed -$525K – 235
2025
Q4 		$525K Buy
2,988
+1,820
+156% +$331K 0.19% 101
2025
Q3 		$225K Sell
1,168
-243
-17% -$50.6K 0.09% 227
2025
Q2 		$312K Buy
1,411
+186
+15% +$40.2K 0.15% 111
2025
Q1 		$267K Buy
+1,225
New +$240K 0.17% 83
2024
Q4 		– Sell
-1,216
Closed -$283K – 100
2024
Q3 		$283K Buy
1,216
+62
+5% +$13.7K 0.19% 79
2024
Q2 		$224K Sell
1,154
-8
-0.7% -$1.5K 0.17% 79
2024
Q1 		$230K Sell
1,162
-264
-19% -$52.6K 0.18% 86
2023
Q4 		$308K Buy
1,426
+62
+5% +$11.7K 0.26% 67
2023
Q3 		$224K Sell
1,364
-209
-13% -$38.2K 0.21% 79
2023
Q2 		$305K Sell
1,573
-18
-1% -$3.52K 0.27% 62
2023
Q1 		$325K Sell
1,591
-266
-14% -$55.8K 0.25% 62
2022
Q4 		$393K Buy
+1,857
New +$387K 0.32% 58

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

Waypoint Wealth Counsel's AMT Position: Q1 2026 in Review

Waypoint Wealth Counsel sold out of American Tower (AMT) in Q1 2026, closing a stake of 2,988 shares — an estimated $525K sold.

Waypoint Wealth Counsel first reported a position in AMT in Q4 2022 and held it in 12 quarters. The position peaked at $525K in Q4 2025. 1,749 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Waypoint Wealth Counsel reported no remaining American Tower position as of Q1 2026 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 2,988 American Tower shares in Q1 2026, an estimated $525K.
  • Waypoint Wealth Counsel first reported a position in American Tower in Q4 2022 and held it in 12 quarters.
  • Waypoint Wealth Counsel's American Tower position peaked at $525K in Q4 2025.
  • 1,749 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.