WAG
AMT icon

Wilkerson Advisory Group’s American Tower AMT Stock Holding History

Wilkerson Advisory Group’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 		$19K Sell
116
-23
-17% -$4.14K 0.01% 339
2026
Q1 		$24K Buy
139
+37
+36% +$6.66K 0.01% 275
2025
Q4 		$17.9K Buy
+102
New +$18.6K 0.01% 253

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 $3.37T AUM 44.26% 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

Wilkerson Advisory Group's AMT Position: Q2 2026 in Review

Wilkerson Advisory Group reduced its American Tower (AMT) stake by 17% in Q2 2026, selling an estimated $4.14K and leaving 116 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #339.

Wilkerson Advisory Group first reported a position in AMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $24K in Q1 2026. 1,748 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Wilkerson Advisory Group held 116 shares of American Tower worth $19K as of Q2 2026.
  • Wilkerson Advisory Group sold 23 American Tower shares in Q2 2026, an estimated $4.14K.
  • American Tower made up 0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #339 holding.
  • Wilkerson Advisory Group first reported a position in American Tower in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's American Tower position peaked at $24K in Q1 2026.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.