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Caldwell Trust’s American Tower AMT Stock Holding History

Caldwell Trust’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 		$513K Sell
3,137
-176
-5% -$31.7K 0.04% 231
2026
Q1 		$572K Sell
3,313
-85
-3% -$15.3K 0.05% 219
2025
Q4 		$597K Sell
3,398
-1,151
-25% -$209K 0.05% 212
2025
Q3 		$875K Sell
4,549
-217
-5% -$45.2K 0.08% 177
2025
Q2 		$1.05M Sell
4,766
-474
-9% -$102K 0.11% 162
2025
Q1 		$1.14M Buy
5,240
+282
+6% +$55.3K 0.12% 149
2024
Q4 		$909K Sell
4,958
-419
-8% -$86.8K 0.1% 171
2024
Q3 		$1.25M Sell
5,377
-811
-13% -$180K 0.13% 136
2024
Q2 		$1.2M Sell
6,188
-1,160
-16% -$217K 0.13% 133
2024
Q1 		$1.45M Sell
7,348
-1,854
-20% -$369K 0.17% 116
2023
Q4 		$1.99M Sell
9,202
-372
-4% -$70.3K 0.25% 91
2023
Q3 		$1.57M Sell
9,574
-1,022
-10% -$187K 0.21% 100
2023
Q2 		$2.05M Sell
10,596
-43
-0.4% -$8.41K 0.27% 84
2023
Q1 		$2.17M Sell
10,639
-51
-0.5% -$10.7K 0.3% 77
2022
Q4 		$2.26M Sell
10,690
-350
-3% -$72.8K 0.32% 70
2022
Q3 		$2.37M Buy
11,040
+498
+5% +$128K 0.35% 69
2022
Q2 		$2.69M Sell
10,542
-64
-0.6% -$16.1K 0.37% 67
2022
Q1 		$2.66M Buy
10,606
+341
+3% +$83.2K 0.32% 73
2021
Q4 		$3M Buy
10,265
+495
+5% +$135K 0.35% 66
2021
Q3 		$2.59M Buy
9,770
+2,359
+32% +$672K 0.33% 71
2021
Q2 		$2M Buy
7,411
+2,618
+55% +$667K 0.26% 84
2021
Q1 		$1.15M Buy
4,793
+2,317
+94% +$516K 0.16% 120
2020
Q4 		$556K Sell
2,476
-108
-4% -$25.1K 0.08% 162
2020
Q3 		$625K Sell
2,584
-2
-0.1% -$507 0.1% 140
2020
Q2 		$669K Buy
2,586
+75
+3% +$18.6K 0.11% 138
2020
Q1 		$547K Sell
2,511
-58
-2% -$13.5K 0.1% 142
2019
Q4 		$590K Buy
+2,569
New +$560K 0.09% 166

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

Caldwell Trust's AMT Position: Q2 2026 in Review

Caldwell Trust reduced its American Tower (AMT) stake by 5.3% in Q2 2026, selling an estimated $31.7K and leaving 3,137 shares worth $513K. The position accounts for 0.04% of the portfolio, ranked #231.

Caldwell Trust first reported a position in AMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $3M in Q4 2021. 1,754 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Caldwell Trust held 3,137 shares of American Tower worth $513K as of Q2 2026.
  • Caldwell Trust sold 176 American Tower shares in Q2 2026, an estimated $31.7K.
  • American Tower made up 0.04% of Caldwell Trust's portfolio in Q2 2026, its #231 holding.
  • Caldwell Trust first reported a position in American Tower in Q4 2019 and has held it in 27 quarters since.
  • Caldwell Trust's American Tower position peaked at $3M in Q4 2021.
  • 1,754 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.