CGFA
AMT icon

Colton Groome Financial Advisors’s American Tower AMT Stock Holding History

Colton Groome Financial Advisors’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 		$1M Buy
6,143
+81
+1% +$14.6K 0.24% 61
2026
Q1 		$1.05M Buy
6,062
+807
+15% +$145K 0.3% 56
2025
Q4 		$923K Sell
5,255
-1,122
-18% -$204K 0.26% 56
2025
Q3 		$1.23M Buy
6,377
+285
+5% +$59.4K 0.38% 49
2025
Q2 		$1.35M Buy
6,092
+90
+1% +$19.4K 0.46% 44
2025
Q1 		$1.35M Buy
6,002
+155
+3% +$30.4K 0.53% 35
2024
Q4 		$1.07M Sell
5,847
-1,420
-20% -$294K 0.41% 45
2024
Q3 		$1.69M Buy
7,267
+1,010
+16% +$224K 0.63% 36
2024
Q2 		$1.22M Buy
+6,257
New +$1.17M 0.48% 42

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

Colton Groome Financial Advisors's AMT Position: Q2 2026 in Review

Colton Groome Financial Advisors increased its American Tower (AMT) stake by 1.3% in Q2 2026, buying an estimated $14.6K and bringing the position to 6,143 shares worth $1M. The position accounts for 0.24% of the portfolio, ranked #61.

Colton Groome Financial Advisors first reported a position in AMT in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.69M in Q3 2024. 1,754 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Colton Groome Financial Advisors held 6,143 shares of American Tower worth $1M as of Q2 2026.
  • Colton Groome Financial Advisors bought 81 American Tower shares in Q2 2026, an estimated $14.6K.
  • American Tower made up 0.24% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #61 holding.
  • Colton Groome Financial Advisors first reported a position in American Tower in Q2 2024 and has held it in 9 quarters since.
  • Colton Groome Financial Advisors's American Tower position peaked at $1.69M in Q3 2024.
  • 1,754 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.