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 Q1	$1.8M	Buy	+10,440	New	+$1.88M	0.03%	96

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

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

Circle Wealth Management opened a new position in American Tower (AMT) in Q1 2026: 10,440 shares worth $1.8M. The stake represents 0.03% of the portfolio and ranks #96 among its holdings.

1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Circle Wealth Management held 10,440 shares of American Tower worth $1.8M as of Q1 2026.
American Tower was a new Circle Wealth Management position in Q1 2026.
American Tower made up 0.03% of Circle Wealth Management's portfolio in Q1 2026, its #96 holding.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.