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CGC Financial Services’s American Tower AMT Stock Holding History

CGC Financial 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
Q2 		$5.23K Hold
32
– – ﹤0.01% 258
2026
Q1 		$5.52K Hold
32
– – ﹤0.01% 247
2025
Q4 		$5.62K Hold
32
– – ﹤0.01% 260
2025
Q3 		$6.15K Hold
32
– – ﹤0.01% 253
2025
Q2 		$7.07K Sell
32
-5
-14% -$1.08K ﹤0.01% 235
2025
Q1 		$8.05K Hold
37
– – ﹤0.01% 212
2024
Q4 		$6.79K Hold
37
– – ﹤0.01% 225
2024
Q3 		$8.61K Hold
37
– – ﹤0.01% 212
2024
Q2 		$7.19K Hold
37
– – ﹤0.01% 219
2024
Q1 		$7.31K Buy
37
+32
+640% +$6.37K ﹤0.01% 228
2023
Q4 		$1.08K Hold
5
– – ﹤0.01% 312
2023
Q3 		$822 Hold
5
– – ﹤0.01% 278
2023
Q2 		$970 Buy
+5
New +$978 ﹤0.01% 297

Other funds holding AMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

CGC Financial Services's AMT Position: Q2 2026 in Review

CGC Financial Services held its American Tower (AMT) position steady in Q2 2026 at 32 shares worth $5.23K. The position accounts for ﹤0.01% of the portfolio, ranked #258.

CGC Financial Services first reported a position in AMT in Q2 2023 and has held it in 13 quarters since. The position peaked at $8.61K in Q3 2024. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • CGC Financial Services held 32 shares of American Tower worth $5.23K as of Q2 2026.
  • CGC Financial Services left its American Tower share count unchanged in Q2 2026.
  • American Tower made up ﹤0.01% of CGC Financial Services's portfolio in Q2 2026, its #258 holding.
  • CGC Financial Services first reported a position in American Tower in Q2 2023 and has held it in 13 quarters since.
  • CGC Financial Services's American Tower position peaked at $8.61K in Q3 2024.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.