Castle Wealth Management’s American Tower AMT Stock Holding History

Castle 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
2026 Q1	$205K	Buy	1,187 +1	+0.1%	+$180	0.07%	130
2025 Q4	$210K	Hold	1,186	–	–	0.07%	128
2025 Q3	$230K	Hold	1,186	–	–	0.08%	116
2025 Q2	$264K	Hold	1,186	–	–	0.1%	101
2025 Q1	$258K	Buy	1,186 +13	+1%	+$2.55K	0.1%	107
2024 Q4	$217K	Hold	1,173	–	–	0.09%	112
2024 Q3	$273K	Buy	1,173 +116	+11%	+$25.7K	0.11%	107
2024 Q2	$207K	Hold	1,057	–	–	0.1%	111
2024 Q1	$209K	Hold	1,057	–	–	0.11%	116
2023 Q4	$230K	Buy	+1,057	New	+$200K	0.14%	104
2023 Q3	–	Sell	-1,057	Closed	-$207K	–	105
2023 Q2	$207K	Hold	1,057	–	–	0.14%	105
2023 Q1	$216K	Hold	1,057	–	–	0.17%	101
2022 Q4	$226K	Buy	1,057 +46	+5%	+$9.57K	0.14%	102
2022 Q3	$217K	Sell	1,011 -10	-1%	-$2.57K	0.13%	98
2022 Q2	$262K	Buy	+1,021	New	+$256K	0.15%	92

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

Castle Wealth Management's AMT Position: Q1 2026 in Review

Castle Wealth Management increased its American Tower (AMT) stake by 0.08% in Q1 2026, buying an estimated $180 and bringing the position to 1,187 shares worth $205K. The position accounts for 0.07% of the portfolio, ranked #130.

Castle Wealth Management first reported a position in AMT in Q2 2022 and has held it in 15 quarters since. The position peaked at $273K in Q3 2024. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Castle Wealth Management held 1,187 shares of American Tower worth $205K as of Q1 2026.
Castle Wealth Management bought 1 American Tower share in Q1 2026, an estimated $180.
American Tower made up 0.07% of Castle Wealth Management's portfolio in Q1 2026, its #130 holding.
Castle Wealth Management first reported a position in American Tower in Q2 2022 and has held it in 15 quarters since.
Castle Wealth Management's American Tower position peaked at $273K in Q3 2024.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Castle Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.