AFW
AMT icon

Atlantic Family Wealth’s American Tower AMT Stock Holding History

Atlantic Family Wealth’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 		$266K Buy
1,626
+246
+18% +$44.3K 0.17% 49
2026
Q1 		$238K Buy
+1,380
New +$248K 0.17% 54

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

Atlantic Family Wealth's AMT Position: Q2 2026 in Review

Atlantic Family Wealth increased its American Tower (AMT) stake by 18% in Q2 2026, buying an estimated $44.3K and bringing the position to 1,626 shares worth $266K. The position accounts for 0.17% of the portfolio, ranked #49.

Atlantic Family Wealth first reported a position in AMT in Q1 2026 and has held it in 2 quarters since. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Atlantic Family Wealth held 1,626 shares of American Tower worth $266K as of Q2 2026.
  • Atlantic Family Wealth bought 246 American Tower shares in Q2 2026, an estimated $44.3K.
  • American Tower made up 0.17% of Atlantic Family Wealth's portfolio in Q2 2026, its #49 holding.
  • Atlantic Family Wealth first reported a position in American Tower in Q1 2026 and has held it in 2 quarters since.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Atlantic Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.