Capital Financial Group’s American Tower AMT Stock Holding History

Capital Financial Group’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	–	Sell	-1,662	Closed	-$287K	–	103
2026 Q1	$287K	Sell	1,662 -338	-17%	-$60.8K	0.16%	94
2025 Q4	$351K	Buy	+2,000	New	+$364K	0.2%	89

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

Capital Financial Group's AMT Position: Q2 2026 in Review

Capital Financial Group sold out of American Tower (AMT) in Q2 2026, closing a stake of 1,662 shares — an estimated $287K sold.

Capital Financial Group first reported a position in AMT in Q4 2025 and held it in 2 quarters. The position peaked at $351K in Q4 2025. 1,744 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

Capital Financial Group reported no remaining American Tower position as of Q2 2026 after selling out during the quarter.
Capital Financial Group sold 1,662 American Tower shares in Q2 2026, an estimated $287K.
Capital Financial Group first reported a position in American Tower in Q4 2025 and held it in 2 quarters.
Capital Financial Group's American Tower position peaked at $351K in Q4 2025.
1,744 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Capital Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.