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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
Q2 		$2.56M Sell
15,636
-27
-0.2% -$4.86K 0.48% 60
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
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

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

Compass Wealth Management reduced its American Tower (AMT) stake by 0.17% in Q2 2026, selling an estimated $4.86K and leaving 15,636 shares worth $2.56M. The position accounts for 0.48% of the portfolio, ranked #60.

Compass Wealth Management first reported a position in AMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.59M in Q4 2022. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Compass Wealth Management held 15,636 shares of American Tower worth $2.56M as of Q2 2026.
  • Compass Wealth Management sold 27 American Tower shares in Q2 2026, an estimated $4.86K.
  • American Tower made up 0.48% of Compass Wealth Management's portfolio in Q2 2026, its #60 holding.
  • Compass Wealth Management first reported a position in American Tower in Q4 2022 and has held it in 15 quarters since.
  • Compass Wealth Management's American Tower position peaked at $4.59M in Q4 2022.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Compass Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.