WealthShield Partners’s American Tower AMT Stock Holding History

WealthShield Partners’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
2025 Q4	–	Sell	-13,157	Closed	-$2.53M	–	566
2025 Q3	$2.53M	Buy	13,157 +590	+5%	+$123K	0.29%	94
2025 Q2	$2.78M	Sell	12,567 -429	-3%	-$92.6K	0.34%	86
2025 Q1	$2.83M	Buy	12,996 +2,438	+23%	+$478K	0.36%	78
2024 Q4	$1.95M	Sell	10,558 -2,643	-20%	-$548K	0.28%	102
2024 Q3	$3.07M	Buy	13,201 +2,407	+22%	+$534K	0.42%	69
2024 Q2	$2.12M	Buy	+10,794	New	+$2.02M	0.32%	86
2021 Q3	–	Sell	-133	Closed	-$36K	–	259
2021 Q2	$36K	Sell	133 -26	-16%	-$6.63K	0.01%	541
2021 Q1	$38K	Sell	159 -2,671	-94%	-$595K	0.01%	510
2020 Q4	$635K	Buy	2,830 +107	+4%	+$24.9K	0.12%	141
2020 Q3	$658K	Hold	2,723	–	–	0.23%	98
2020 Q2	$704K	Buy	+2,723	New	+$674K	0.32%	71

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

WealthShield Partners's AMT Position: Q4 2025 in Review

WealthShield Partners sold out of American Tower (AMT) in Q4 2025, closing a stake of 13,157 shares — an estimated $2.53M sold.

WealthShield Partners first reported a position in AMT in Q2 2020 and held it in 11 quarters. The position peaked at $3.07M in Q3 2024. 1,778 funds tracked by Wall St. Rank hold AMT as of Q4 2025.

WealthShield Partners reported no remaining American Tower position as of Q4 2025 after selling out during the quarter.
WealthShield Partners sold 13,157 American Tower shares in Q4 2025, an estimated $2.53M.
WealthShield Partners first reported a position in American Tower in Q2 2020 and held it in 11 quarters.
WealthShield Partners's American Tower position peaked at $3.07M in Q3 2024.
1,778 funds tracked by Wall St. Rank held American Tower as of Q4 2025.

Based on WealthShield Partners's 13F filing for Q4 2025, filed 3 Feb 2026.