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Capital A Wealth Management’s American Tower AMT Stock Holding History

Capital A Wealth Management’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
2025
Q2 		– Sell
-23
Closed -$5K – 435
2025
Q1 		$5K Hold
23
– – 0.01% 371
2024
Q4 		$4.22K Buy
+23
New +$4.77K 0.01% 399

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital A Wealth Management's AMT Position: Q2 2025 in Review

Capital A Wealth Management sold out of American Tower (AMT) in Q2 2025, closing a stake of 23 shares — an estimated $5K sold.

Capital A Wealth Management first reported a position in AMT in Q4 2024 and held it in 2 quarters. The position peaked at $5K in Q1 2025. 1,849 funds tracked by Wall St. Rank hold AMT as of Q2 2025.

  • Capital A Wealth Management reported no remaining American Tower position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 23 American Tower shares in Q2 2025, an estimated $5K.
  • Capital A Wealth Management first reported a position in American Tower in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's American Tower position peaked at $5K in Q1 2025.
  • 1,849 funds tracked by Wall St. Rank held American Tower as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.