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Williams Jones Wealth Management’s American Tower AMT Stock Holding History

Williams Jones Wealth Management’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 		$8.28M Sell
50,598
-2,734
-5% -$492K 0.09% 113
2026
Q1 		$9.2M Sell
53,332
-2,425
-4% -$436K 0.11% 101
2025
Q4 		$9.79M Sell
55,757
-2,719
-5% -$495K 0.11% 100
2025
Q3 		$11.2M Sell
58,476
-132
-0.2% -$27.5K 0.13% 96
2025
Q2 		$13M Sell
58,608
-441
-0.7% -$95.2K 0.15% 87
2025
Q1 		$12.8M Sell
59,049
-895
-1% -$176K 0.16% 86
2024
Q4 		$11M Sell
59,944
-1,652
-3% -$342K 0.13% 97
2024
Q3 		$14.3M Buy
61,596
+382
+0.6% +$84.7K 0.17% 89
2024
Q2 		$11.9M Sell
61,214
-1,112
-2% -$208K 0.15% 95
2024
Q1 		$12.3M Sell
62,326
-1,971
-3% -$393K 0.16% 93
2023
Q4 		$13.9M Sell
64,297
-100
-0.2% -$18.9K 0.19% 83
2023
Q3 		$10.6M Sell
64,397
-3,694
-5% -$675K 0.16% 94
2023
Q2 		$13.2M Sell
68,091
-543
-0.8% -$106K 0.2% 83
2023
Q1 		$14M Sell
68,634
-767
-1% -$161K 0.22% 83
2022
Q4 		$14.7M Sell
69,401
-557
-0.8% -$116K 0.25% 77
2022
Q3 		$15M Sell
69,958
-348
-0.5% -$89.4K 0.26% 74
2022
Q2 		$18M Buy
70,306
+2,845
+4% +$714K 0.29% 67
2022
Q1 		$16.9M Sell
67,461
-826
-1% -$202K 0.24% 75
2021
Q4 		$20M Sell
68,287
-52
-0.1% -$14.2K 0.25% 72
2021
Q3 		$18.1M Buy
68,339
+13
+0% +$3.71K 0.25% 75
2021
Q2 		$18.5M Buy
68,326
+720
+1% +$183K 0.26% 73
2021
Q1 		$16.2M Buy
67,606
+270
+0.4% +$60.1K 0.25% 73
2020
Q4 		$15.1M Buy
67,336
+245
+0.4% +$57K 0.25% 71
2020
Q3 		$16.2M Sell
67,091
-494
-0.7% -$125K 0.3% 66
2020
Q2 		$17.5M Sell
67,585
-1,014
-1% -$251K 0.36% 57
2020
Q1 		$14.9M Sell
68,599
-328
-0.5% -$76.3K 0.39% 55
2019
Q4 		$15.8M Sell
68,927
-1,600
-2% -$349K 0.3% 70
2019
Q3 		$15.6M Buy
+70,527
New +$15.4M 0.32% 70

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

Williams Jones Wealth Management's AMT Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its American Tower (AMT) stake by 5.1% in Q2 2026, selling an estimated $492K and leaving 50,598 shares worth $8.28M. The position accounts for 0.09% of the portfolio, ranked #113.

Williams Jones Wealth Management first reported a position in AMT in Q3 2019 and has held it in 28 quarters since. The position peaked at $20M in Q4 2021. 1,754 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Williams Jones Wealth Management held 50,598 shares of American Tower worth $8.28M as of Q2 2026.
  • Williams Jones Wealth Management sold 2,734 American Tower shares in Q2 2026, an estimated $492K.
  • American Tower made up 0.09% of Williams Jones Wealth Management's portfolio in Q2 2026, its #113 holding.
  • Williams Jones Wealth Management first reported a position in American Tower in Q3 2019 and has held it in 28 quarters since.
  • Williams Jones Wealth Management's American Tower position peaked at $20M in Q4 2021.
  • 1,754 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.