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 Q2	–	Sell	-1,187	Closed	-$205K	–	144
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 $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

Castle Wealth Management's AMT Position: Q2 2026 in Review

Castle Wealth Management sold out of American Tower (AMT) in Q2 2026, closing a stake of 1,187 shares — an estimated $205K sold.

Castle Wealth Management first reported a position in AMT in Q2 2022 and held it in 15 quarters. The position peaked at $273K in Q3 2024. 1,754 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

Castle Wealth Management reported no remaining American Tower position as of Q2 2026 after selling out during the quarter.
Castle Wealth Management sold 1,187 American Tower shares in Q2 2026, an estimated $205K.
Castle Wealth Management first reported a position in American Tower in Q2 2022 and held it in 15 quarters.
Castle Wealth Management's American Tower position peaked at $273K in Q3 2024.
1,754 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.