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Wealth Management Associates’s American Tower AMT Stock Holding History

Wealth Management Associates’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
-1,299
Closed -$228K – 236
2025
Q4 		$228K Sell
1,299
-55
-4% -$10K 0.08% 209
2025
Q3 		$260K Buy
1,354
+19
+1% +$3.96K 0.09% 190
2025
Q2 		$295K Buy
1,335
+2
+0.2% +$432 0.11% 165
2025
Q1 		$290K Buy
1,333
+2
+0.2% +$392 0.12% 163
2024
Q4 		$244K Sell
1,331
-48
-3% -$9.95K 0.1% 179
2024
Q3 		$321K Buy
1,379
+3
+0.2% +$665 0.14% 142
2024
Q2 		$268K Hold
1,376
– – 0.13% 158
2024
Q1 		$268K Buy
1,376
+5
+0.4% +$996 0.13% 158
2023
Q4 		$296K Buy
1,371
+2
+0.1% +$378 0.16% 140
2023
Q3 		$225K Buy
1,369
+2
+0.1% +$365 0.13% 161
2023
Q2 		$265K Buy
1,367
+3
+0.2% +$587 0.15% 145
2023
Q1 		$279K Buy
1,364
+1
+0.1% +$210 0.17% 139
2022
Q4 		$289K Buy
+1,363
New +$284K 0.19% 125

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

Wealth Management Associates's AMT Position: Q1 2026 in Review

Wealth Management Associates sold out of American Tower (AMT) in Q1 2026, closing a stake of 1,299 shares — an estimated $228K sold.

Wealth Management Associates first reported a position in AMT in Q4 2022 and held it in 13 quarters. The position peaked at $321K in Q3 2024. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Wealth Management Associates reported no remaining American Tower position as of Q1 2026 after selling out during the quarter.
  • Wealth Management Associates sold 1,299 American Tower shares in Q1 2026, an estimated $228K.
  • Wealth Management Associates first reported a position in American Tower in Q4 2022 and held it in 13 quarters.
  • Wealth Management Associates's American Tower position peaked at $321K in Q3 2024.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.