Widmann Financial Services’s American Tower AMT Stock Holding History

Widmann Financial Services’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 Q3	–	Sell	-907	Closed	-$200K	–	114
2025 Q2	$200K	Buy	+907	New	+$196K	0.14%	108
2024 Q4	–	Sell	-900	Closed	-$209K	–	101
2024 Q3	$209K	Hold	900	–	–	0.16%	97
2024 Q2	$175K	Buy	+900	New	+$168K	0.14%	100
2024 Q1	–	Sell	-1,000	Closed	-$216K	–	97
2023 Q4	$216K	Buy	+1,000	New	+$189K	0.19%	87
2023 Q2	–	Sell	-1,003	Closed	-$205K	–	88
2023 Q1	$205K	Hold	1,003	–	–	0.21%	75
2022 Q4	$212K	Hold	1,003	–	–	0.22%	76
2022 Q3	$215K	Hold	1,003	–	–	0.24%	73
2022 Q2	$256K	Hold	1,003	–	–	0.26%	69
2022 Q1	$251K	Sell	1,003 -2	-0.2%	-$488	0.22%	71
2021 Q4	$293K	Buy	+1,005	New	+$275K	0.24%	65

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

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

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

Widmann Financial Services's AMT Position: Q3 2025 in Review

Widmann Financial Services sold out of American Tower (AMT) in Q3 2025, closing a stake of 907 shares — an estimated $200K sold.

Widmann Financial Services first reported a position in AMT in Q4 2021 and held it in 10 quarters. The position peaked at $293K in Q4 2021. 1,798 funds tracked by Wall St. Rank hold AMT as of Q3 2025.

Widmann Financial Services reported no remaining American Tower position as of Q3 2025 after selling out during the quarter.
Widmann Financial Services sold 907 American Tower shares in Q3 2025, an estimated $200K.
Widmann Financial Services first reported a position in American Tower in Q4 2021 and held it in 10 quarters.
Widmann Financial Services's American Tower position peaked at $293K in Q4 2021.
1,798 funds tracked by Wall St. Rank held American Tower as of Q3 2025.

Based on Widmann Financial Services's 13F filing for Q3 2025, filed 14 Nov 2025.