Wiser Advisor Group’s American Tower AMT Stock Holding History

Wiser Advisor 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 Q1	$82.8K	Buy	480 +5	+1%	+$900	0.1%	68
2025 Q4	$83.4K	Sell	475 -9	-2%	-$1.64K	0.1%	72
2025 Q3	$93.1K	Buy	+484	New	+$101K	0.12%	69
2025 Q2	–	Sell	-478	Closed	-$104K	–	56
2025 Q1	$104K	Buy	478 +4	+0.8%	+$785	0.15%	64
2024 Q4	$87K	Buy	474 +3	+0.6%	+$622	0.13%	72
2024 Q3	$109K	Buy	471 +3	+0.6%	+$665	0.16%	65
2024 Q2	$90.8K	Buy	468 +6	+1%	+$1.12K	0.14%	70
2024 Q1	$91.5K	Buy	462 +3	+0.7%	+$598	0.14%	67
2023 Q4	$99.1K	Buy	+459	New	+$86.7K	0.16%	59

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

Wiser Advisor Group's AMT Position: Q1 2026 in Review

Wiser Advisor Group increased its American Tower (AMT) stake by 1.1% in Q1 2026, buying an estimated $900 and bringing the position to 480 shares worth $82.8K. The position accounts for 0.1% of the portfolio, ranked #68.

Wiser Advisor Group first reported a position in AMT in Q4 2023 and has held it in 9 quarters since. The position peaked at $109K in Q3 2024. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Wiser Advisor Group held 480 shares of American Tower worth $82.8K as of Q1 2026.
Wiser Advisor Group bought 5 American Tower shares in Q1 2026, an estimated $900.
American Tower made up 0.1% of Wiser Advisor Group's portfolio in Q1 2026, its #68 holding.
Wiser Advisor Group first reported a position in American Tower in Q4 2023 and has held it in 9 quarters since.
Wiser Advisor Group's American Tower position peaked at $109K in Q3 2024.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Wiser Advisor Group's 13F filing for Q1 2026, filed 22 Apr 2026.