Compass Financial Services’s American Tower AMT Stock Holding History

Compass 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 Q1	–	Sell	-18	Closed	-$3.19K	–	64
2025 Q4	$3.19K	Hold	18	–	–	﹤0.01%	247
2025 Q3	$3.46K	Hold	18	–	–	﹤0.01%	249
2025 Q2	$3.98K	Sell	18 -26	-59%	-$5.61K	﹤0.01%	251
2025 Q1	$9.57K	Buy	44 +26	+144%	+$5.1K	0.01%	174
2024 Q4	$3.3K	Buy	+18	New	+$3.73K	﹤0.01%	174

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

Compass Financial Services's AMT Position: Q1 2026 in Review

Compass Financial Services sold out of American Tower (AMT) in Q1 2026, closing a stake of 18 shares — an estimated $3.19K sold.

Compass Financial Services first reported a position in AMT in Q4 2024 and held it in 5 quarters. The position peaked at $9.57K in Q1 2025. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Compass Financial Services reported no remaining American Tower position as of Q1 2026 after selling out during the quarter.
Compass Financial Services sold 18 American Tower shares in Q1 2026, an estimated $3.19K.
Compass Financial Services first reported a position in American Tower in Q4 2024 and held it in 5 quarters.
Compass Financial Services's American Tower position peaked at $9.57K in Q1 2025.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.