Winch Advisory Services’s American Tower AMT Stock Holding History

Winch Advisory 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
2026 Q1	$18.4K	Buy	106 +1	+1%	+$180	﹤0.01%	252
2025 Q4	$18.5K	Hold	105	–	–	﹤0.01%	248
2025 Q3	$20.1K	Buy	105 +1	+1%	+$208	﹤0.01%	241
2025 Q2	$22.9K	Buy	104 +1	+1%	+$216	0.01%	226
2025 Q1	$22.4K	Buy	103 +1	+1%	+$196	0.01%	217
2024 Q4	$18.7K	Buy	+102	New	+$21.1K	﹤0.01%	234
2023 Q4	–	Sell	-53	Closed	-$9K	–	442
2023 Q3	$9K	Hold	53	–	–	﹤0.01%	255
2023 Q2	$10K	Hold	53	–	–	﹤0.01%	251
2023 Q1	$11K	Hold	53	–	–	﹤0.01%	237
2022 Q4	$11K	Buy	53 +1	+2%	+$208	﹤0.01%	228
2022 Q3	$11K	Hold	52	–	–	﹤0.01%	212
2022 Q2	$13K	Hold	52	–	–	0.01%	207
2022 Q1	$13K	Hold	52	–	–	﹤0.01%	228
2021 Q4	$15K	Hold	52	–	–	0.01%	235
2021 Q3	$14K	Buy	+52	New	+$14.8K	﹤0.01%	240

Other funds holding AMT

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Winch Advisory Services's AMT Position: Q1 2026 in Review

Winch Advisory Services increased its American Tower (AMT) stake by 0.95% in Q1 2026, buying an estimated $180 and bringing the position to 106 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #252.

Winch Advisory Services first reported a position in AMT in Q3 2021 and has held it in 15 quarters since. The position peaked at $22.9K in Q2 2025. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Winch Advisory Services held 106 shares of American Tower worth $18.4K as of Q1 2026.
Winch Advisory Services bought 1 American Tower share in Q1 2026, an estimated $180.
American Tower made up ﹤0.01% of Winch Advisory Services's portfolio in Q1 2026, its #252 holding.
Winch Advisory Services first reported a position in American Tower in Q3 2021 and has held it in 15 quarters since.
Winch Advisory Services's American Tower position peaked at $22.9K in Q2 2025.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Winch Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.