Caldwell Sutter Capital’s American Tower AMT Stock Holding History

Caldwell Sutter Capital’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	$818	Hold	5	–	–	﹤0.01%	865
2026 Q1	$863	Hold	5	–	–	﹤0.01%	825
2025 Q4	$878	Hold	5	–	–	﹤0.01%	815
2025 Q3	$962	Sell	5 -10	-67%	-$2.08K	﹤0.01%	804
2025 Q2	$3.31K	Hold	15	–	–	﹤0.01%	661
2025 Q1	$3.26K	Hold	15	–	–	﹤0.01%	679
2024 Q4	$2.75K	Hold	15	–	–	﹤0.01%	708
2024 Q3	$3.49K	Hold	15	–	–	﹤0.01%	694
2024 Q2	$2.92K	Hold	15	–	–	﹤0.01%	706
2024 Q1	$2.96K	Sell	15 -4	-21%	-$797	﹤0.01%	706
2023 Q4	$4.1K	Hold	19	–	–	﹤0.01%	653
2023 Q3	$3.13K	Hold	19	–	–	﹤0.01%	663
2023 Q2	$3.69K	Hold	19	–	–	﹤0.01%	649
2023 Q1	$3.88K	Buy	+19	New	+$3.99K	﹤0.01%	451

Other funds holding AMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Caldwell Sutter Capital's AMT Position: Q2 2026 in Review

Caldwell Sutter Capital held its American Tower (AMT) position steady in Q2 2026 at 5 shares worth $818. The position accounts for ﹤0.01% of the portfolio, ranked #865.

Caldwell Sutter Capital first reported a position in AMT in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.1K in Q4 2023. 1,754 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

Caldwell Sutter Capital held 5 shares of American Tower worth $818 as of Q2 2026.
Caldwell Sutter Capital left its American Tower share count unchanged in Q2 2026.
American Tower made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #865 holding.
Caldwell Sutter Capital first reported a position in American Tower in Q1 2023 and has held it in 14 quarters since.
Caldwell Sutter Capital's American Tower position peaked at $4.1K in Q4 2023.
1,754 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.