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Wealth Preservation Advisors’s American Tower AMT Stock Holding History

Wealth Preservation Advisors’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 		$27.8K Buy
161
+126
+360% +$22.7K 0.02% 266
2025
Q4 		$6.14K Sell
35
-5
-13% -$910 ﹤0.01% 353
2025
Q3 		$7.69K Buy
40
+1
+3% +$208 ﹤0.01% 314
2025
Q2 		$8.62K Buy
39
+3
+8% +$648 0.01% 303
2025
Q1 		$7.83K Buy
+36
New +$7.06K 0.01% 332

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 Preservation Advisors's AMT Position: Q1 2026 in Review

Wealth Preservation Advisors increased its American Tower (AMT) stake by 360% in Q1 2026, buying an estimated $22.7K and bringing the position to 161 shares worth $27.8K. The position accounts for 0.02% of the portfolio, ranked #266.

Wealth Preservation Advisors first reported a position in AMT in Q1 2025 and has held it in 5 quarters since. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Wealth Preservation Advisors held 161 shares of American Tower worth $27.8K as of Q1 2026.
  • Wealth Preservation Advisors bought 126 American Tower shares in Q1 2026, an estimated $22.7K.
  • American Tower made up 0.02% of Wealth Preservation Advisors's portfolio in Q1 2026, its #266 holding.
  • Wealth Preservation Advisors first reported a position in American Tower in Q1 2025 and has held it in 5 quarters since.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.