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CBIZ Investment Advisory Services’s American Tower AMT Stock Holding History

CBIZ Investment Advisory Services’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
-188
Closed -$33.3K – 437
2025
Q4 		$33.3K Sell
188
-33
-15% -$6K ﹤0.01% 192
2025
Q3 		$42.8K Buy
221
+14
+7% +$2.92K ﹤0.01% 147
2025
Q2 		$46.1K Buy
207
+23
+13% +$4.97K ﹤0.01% 142
2025
Q1 		$40K Buy
184
+16
+10% +$3.14K ﹤0.01% 137
2024
Q4 		$31.1K Sell
168
-6
-3% -$1.24K ﹤0.01% 150
2024
Q3 		$40.5K Hold
174
– – ﹤0.01% 126
2024
Q2 		$34.1K Sell
174
-59
-25% -$11K ﹤0.01% 121
2024
Q1 		$46K Buy
+233
New +$46.4K ﹤0.01% 106
2020
Q1 		– Hold
0
– – – 198

Other funds holding AMT

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

CBIZ Investment Advisory Services's AMT Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of American Tower (AMT) in Q1 2026, closing a stake of 188 shares — an estimated $33.3K sold.

CBIZ Investment Advisory Services first reported a position in AMT in Q1 2024 and held it in 8 quarters. The position peaked at $46.1K in Q2 2025. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining American Tower position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 188 American Tower shares in Q1 2026, an estimated $33.3K.
  • CBIZ Investment Advisory Services first reported a position in American Tower in Q1 2024 and held it in 8 quarters.
  • CBIZ Investment Advisory Services's American Tower position peaked at $46.1K in Q2 2025.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.