Capital Analysts LLC’s American Tower AMT Stock Holding History

Capital Analysts LLC’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	$12.4M	Buy	71,886 +3,292	+5%	+$592K	0.33%	71
2025 Q4	$12M	Buy	68,594 +4,442	+7%	+$808K	0.33%	69
2025 Q3	$12.3M	Buy	64,152 +5,359	+9%	+$1.12M	0.36%	68
2025 Q2	$13M	Buy	58,793 +3,703	+7%	+$799K	0.43%	53
2025 Q1	$12M	Buy	55,090 +4,213	+8%	+$826K	0.45%	49
2024 Q4	$9.33M	Buy	50,877 +8,197	+19%	+$1.7M	0.37%	64
2024 Q3	$9.93M	Buy	42,680 +746	+2%	+$165K	0.4%	59
2024 Q2	$8.15M	Sell	41,934 -2,719	-6%	-$508K	0.36%	71
2024 Q1	$8.82M	Buy	44,653 +1,333	+3%	+$266K	0.41%	57
2023 Q4	$9.35M	Buy	43,320 +1,155	+3%	+$218K	0.47%	46
2023 Q3	$6.93M	Buy	42,165 +4,389	+12%	+$802K	0.39%	58
2023 Q2	$7.33M	Buy	37,776 +4,244	+13%	+$830K	0.41%	56
2023 Q1	$6.85M	Buy	33,532 +2,195	+7%	+$461K	0.39%	58
2022 Q4	$6.64M	Buy	31,337 +873	+3%	+$182K	0.41%	53
2022 Q3	$6.54M	Buy	30,464 +1,573	+5%	+$404K	0.45%	44
2022 Q2	$7.38M	Buy	28,891 +1,127	+4%	+$283K	0.51%	34
2022 Q1	$6.97M	Buy	27,764 +1,252	+5%	+$306K	0.44%	43
2021 Q4	$7.75M	Buy	26,512 +999	+4%	+$273K	0.47%	36
2021 Q3	$6.77M	Buy	25,513 +298	+1%	+$84.9K	0.44%	41
2021 Q2	$6.81M	Buy	25,215 +1,024	+4%	+$261K	0.46%	39
2021 Q1	$5.78M	Buy	24,191 +612	+3%	+$136K	0.4%	46
2020 Q4	$5.29M	Buy	23,579 +909	+4%	+$211K	0.46%	38
2020 Q3	$5.48M	Sell	22,670 -206	-0.9%	-$52.2K	0.52%	34
2020 Q2	$5.91M	Sell	22,876 -1,183	-5%	-$293K	0.62%	27
2020 Q1	$5.24M	Buy	24,059 +216	+0.9%	+$50.3K	0.64%	28
2019 Q4	$5.48M	Buy	23,843 +565	+2%	+$123K	0.54%	32
2019 Q3	$5.15M	Buy	23,278 +285	+1%	+$62.2K	0.54%	32
2019 Q2	$4.7M	Sell	22,993 -3,655	-14%	-$735K	0.51%	42
2019 Q1	$5.25M	Sell	26,648 -6,399	-19%	-$1.12M	0.61%	27
2018 Q4	$5.23M	Buy	33,047 +166	+0.5%	+$26K	0.69%	21
2018 Q3	$4.78M	Buy	32,881 +729	+2%	+$107K	0.54%	31
2018 Q2	$4.64M	Sell	32,152 -148	-0.5%	-$20.6K	0.55%	30
2018 Q1	$4.7M	Buy	32,300 +846	+3%	+$119K	0.58%	23
2017 Q4	$4.49M	Buy	31,454 +1,382	+5%	+$197K	0.56%	25
2017 Q3	$4.11M	Buy	30,072 +858	+3%	+$119K	0.55%	25
2017 Q2	$3.87M	Buy	29,214 +2,004	+7%	+$257K	0.55%	24
2017 Q1	$3.31M	Buy	27,210 +1,343	+5%	+$148K	0.52%	27
2016 Q4	$2.73M	Buy	25,867 +3,314	+15%	+$360K	0.48%	51
2016 Q3	$2.56M	Buy	22,553 +2,017	+10%	+$231K	0.48%	58
2016 Q2	$2.33M	Buy	20,536 +19,608	+2,113%	+$2.09M	0.47%	58
2016 Q1	$95.1K	Buy	928 +13	+1%	+$1.22K	0.02%	215
2015 Q4	$88.7K	Buy	+915	New	+$89.2K	0.02%	229
2013 Q3	–	Sell	-2,009	Closed	-$147K	–	307
2013 Q2	$147K	Buy	+2,009	New	+$160K	0.05%	138

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

Capital Analysts LLC's AMT Position: Q1 2026 in Review

Capital Analysts LLC increased its American Tower (AMT) stake by 4.8% in Q1 2026, buying an estimated $592K and bringing the position to 71,886 shares worth $12.4M. The position accounts for 0.33% of the portfolio, ranked #71.

Capital Analysts LLC first reported a position in AMT in Q2 2013 and has held it in 43 quarters since. The position peaked at $13M in Q2 2025. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Capital Analysts LLC held 71,886 shares of American Tower worth $12.4M as of Q1 2026.
Capital Analysts LLC bought 3,292 American Tower shares in Q1 2026, an estimated $592K.
American Tower made up 0.33% of Capital Analysts LLC's portfolio in Q1 2026, its #71 holding.
Capital Analysts LLC first reported a position in American Tower in Q2 2013 and has held it in 43 quarters since.
Capital Analysts LLC's American Tower position peaked at $13M in Q2 2025.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.