Circle Wealth Management’s American Tower AMT Stock Holding History

Circle 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	-10,440	Closed	-$1.8M	–	261
2026 Q1	$1.8M	Buy	+10,440	New	+$1.88M	0.03%	96

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

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

Circle Wealth Management sold out of American Tower (AMT) in Q2 2026, closing a stake of 10,440 shares — an estimated $1.8M sold.

Circle Wealth Management first reported a position in AMT in Q1 2026 and held it in 1 quarter. The position peaked at $1.8M in Q1 2026. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

Circle Wealth Management reported no remaining American Tower position as of Q2 2026 after selling out during the quarter.
Circle Wealth Management sold 10,440 American Tower shares in Q2 2026, an estimated $1.8M.
Circle Wealth Management first reported a position in American Tower in Q1 2026 and held it in 1 quarter.
Circle Wealth Management's American Tower position peaked at $1.8M in Q1 2026.
1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.