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Whipplewood Advisors’s American Tower AMT Stock Holding History

Whipplewood 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
Q2 		$654 Sell
4
-43
-91% -$7.74K ﹤0.01% 589
2026
Q1 		$8.11K Buy
47
+45
+2,250% +$8.1K ﹤0.01% 528
2025
Q4 		$351 Buy
+2
New +$364 ﹤0.01% 477
2025
Q3 		– Sell
-73
Closed -$16.1K – 344
2025
Q2 		$16.1K Buy
73
+33
+83% +$7.13K 0.01% 501
2025
Q1 		$13.1K Sell
40
-20
-33% -$3.92K 0.01% 521
2024
Q4 		$11K Buy
+60
New +$12.4K 0.01% 544

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 $3.38T AUM 44.17% 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

Whipplewood Advisors's AMT Position: Q2 2026 in Review

Whipplewood Advisors reduced its American Tower (AMT) stake by 91% in Q2 2026, selling an estimated $7.74K and leaving 4 shares worth $654. The position accounts for ﹤0.01% of the portfolio, ranked #589.

Whipplewood Advisors first reported a position in AMT in Q4 2024 and has held it in 6 quarters since. The position peaked at $16.1K in Q2 2025. 1,758 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Whipplewood Advisors held 4 shares of American Tower worth $654 as of Q2 2026.
  • Whipplewood Advisors sold 43 American Tower shares in Q2 2026, an estimated $7.74K.
  • American Tower made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #589 holding.
  • Whipplewood Advisors first reported a position in American Tower in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's American Tower position peaked at $16.1K in Q2 2025.
  • 1,758 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.