Capital Performance Advisors’s American Tower AMT Stock Holding History

Capital Performance Advisors’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	–	Sell	-2,127	Closed	-$374K	–	475
2025 Q4	$374K	Buy	+2,127	New	+$387K	0.03%	269
2024 Q4	–	Sell	-51	Closed	-$12K	–	302
2024 Q3	$12K	Buy	+51	New	+$11.3K	﹤0.01%	763

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Capital Performance Advisors's AMT Position: Q1 2026 in Review

Capital Performance Advisors sold out of American Tower (AMT) in Q1 2026, closing a stake of 2,127 shares — an estimated $374K sold.

Capital Performance Advisors first reported a position in AMT in Q3 2024 and held it in 2 quarters. The position peaked at $374K in Q4 2025. 1,757 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Capital Performance Advisors reported no remaining American Tower position as of Q1 2026 after selling out during the quarter.
Capital Performance Advisors sold 2,127 American Tower shares in Q1 2026, an estimated $374K.
Capital Performance Advisors first reported a position in American Tower in Q3 2024 and held it in 2 quarters.
Capital Performance Advisors's American Tower position peaked at $374K in Q4 2025.
1,757 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Capital Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.