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Wellspring Financial Advisors’s American Tower AMT Stock Holding History

Wellspring Financial 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 		– Sell
-1,319
Closed -$232K – 279
2025
Q4 		$232K Buy
+1,319
New +$240K 0.02% 240

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

Wellspring Financial Advisors's AMT Position: Q1 2026 in Review

Wellspring Financial Advisors sold out of American Tower (AMT) in Q1 2026, closing a stake of 1,319 shares — an estimated $232K sold.

Wellspring Financial Advisors first reported a position in AMT in Q4 2025 and held it in 1 quarter. The position peaked at $232K in Q4 2025. 1,750 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Wellspring Financial Advisors reported no remaining American Tower position as of Q1 2026 after selling out during the quarter.
  • Wellspring Financial Advisors sold 1,319 American Tower shares in Q1 2026, an estimated $232K.
  • Wellspring Financial Advisors first reported a position in American Tower in Q4 2025 and held it in 1 quarter.
  • Wellspring Financial Advisors's American Tower position peaked at $232K in Q4 2025.
  • 1,750 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

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