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Wealth Alliance’s American Tower AMT Stock Holding History

Wealth Alliance’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 		$1.56M Sell
9,553
-2,556
-21% -$460K 0.13% 141
2026
Q1 		$2.09M Buy
12,109
+7,514
+164% +$1.35M 0.21% 95
2025
Q4 		$807K Sell
4,595
-301
-6% -$54.8K 0.08% 219
2025
Q3 		$942K Sell
4,896
-187
-4% -$39K 0.1% 186
2025
Q2 		$1.12M Buy
5,083
+226
+5% +$48.8K 0.13% 154
2025
Q1 		$1.06M Buy
4,857
+948
+24% +$186K 0.13% 154
2024
Q4 		$717K Sell
3,909
-887
-18% -$184K 0.09% 205
2024
Q3 		$1.12M Sell
4,796
-176
-4% -$39K 0.13% 151
2024
Q2 		$966K Sell
4,972
-405
-8% -$75.7K 0.12% 158
2024
Q1 		$1.06M Buy
5,377
+840
+19% +$167K 0.14% 152
2023
Q4 		$980K Buy
4,537
+735
+19% +$139K 0.14% 150
2023
Q3 		$625K Buy
3,802
+2,474
+186% +$452K 0.1% 199
2023
Q2 		$257K Buy
1,328
+285
+27% +$55.7K 0.04% 425
2023
Q1 		$213K Sell
1,043
-264
-20% -$55.4K 0.03% 465
2022
Q4 		$277K Sell
1,307
-459
-26% -$95.5K 0.05% 367
2022
Q3 		$379K Sell
1,766
-48
-3% -$12.3K 0.07% 270
2022
Q2 		$463K Buy
1,814
+141
+8% +$35.4K 0.09% 229
2022
Q1 		$420K Buy
1,673
+243
+17% +$59.3K 0.09% 253
2021
Q4 		$418K Sell
1,430
-50
-3% -$13.7K 0.08% 260
2021
Q3 		$393K Buy
1,480
+49
+3% +$14K 0.09% 267
2021
Q2 		$387K Buy
1,431
+91
+7% +$23.2K 0.09% 253
2021
Q1 		$320K Buy
1,340
+331
+33% +$73.7K 0.09% 270
2020
Q4 		$226K Buy
+1,009
New +$235K 0.07% 343

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

Wealth Alliance's AMT Position: Q2 2026 in Review

Wealth Alliance reduced its American Tower (AMT) stake by 21% in Q2 2026, selling an estimated $460K and leaving 9,553 shares worth $1.56M. The position accounts for 0.13% of the portfolio, ranked #141.

Wealth Alliance first reported a position in AMT in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.09M in Q1 2026. 1,754 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Wealth Alliance held 9,553 shares of American Tower worth $1.56M as of Q2 2026.
  • Wealth Alliance sold 2,556 American Tower shares in Q2 2026, an estimated $460K.
  • American Tower made up 0.13% of Wealth Alliance's portfolio in Q2 2026, its #141 holding.
  • Wealth Alliance first reported a position in American Tower in Q4 2020 and has held it in 23 quarters since.
  • Wealth Alliance's American Tower position peaked at $2.09M in Q1 2026.
  • 1,754 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

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