Compass Wealth Management’s American Tower AMT Stock Holding History

Compass 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	$2.7M	Sell	15,663 -375	-2%	-$67.5K	0.67%	57
2025 Q4	$2.82M	Buy	16,038 +2	+0%	+$364	0.7%	55
2025 Q3	$3.08M	Sell	16,036 -61	-0.4%	-$12.7K	0.69%	56
2025 Q2	$3.56M	Buy	16,097 +3	+0%	+$648	0.85%	48
2025 Q1	$3.5M	Hold	16,094	–	–	0.89%	41
2024 Q4	$2.95M	Sell	16,094 -50	-0.3%	-$10.4K	0.71%	56
2024 Q3	$3.75M	Buy	16,144 +250	+2%	+$55.4K	0.88%	44
2024 Q2	$3.09M	Sell	15,894 -80	-0.5%	-$15K	0.76%	48
2024 Q1	$3.16M	Sell	15,974 -629	-4%	-$125K	0.79%	47
2023 Q4	$3.58M	Sell	16,603 -421	-2%	-$79.6K	1%	37
2023 Q3	$2.8M	Sell	17,024 -1,277	-7%	-$233K	0.88%	40
2023 Q2	$3.55M	Sell	18,301 -1,521	-8%	-$297K	1.07%	34
2023 Q1	$4.05M	Sell	19,822 -1,840	-8%	-$386K	1.29%	24
2022 Q4	$4.59M	Buy	+21,662	New	+$4.51M	1.5%	14

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 Wealth Management's AMT Position: Q1 2026 in Review

Compass Wealth Management reduced its American Tower (AMT) stake by 2.3% in Q1 2026, selling an estimated $67.5K and leaving 15,663 shares worth $2.7M. The position accounts for 0.67% of the portfolio, ranked #57.

Compass Wealth Management first reported a position in AMT in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.59M in Q4 2022. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Compass Wealth Management held 15,663 shares of American Tower worth $2.7M as of Q1 2026.
Compass Wealth Management sold 375 American Tower shares in Q1 2026, an estimated $67.5K.
American Tower made up 0.67% of Compass Wealth Management's portfolio in Q1 2026, its #57 holding.
Compass Wealth Management first reported a position in American Tower in Q4 2022 and has held it in 14 quarters since.
Compass Wealth Management's American Tower position peaked at $4.59M in Q4 2022.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Compass Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.