CWM
AMT icon

Congress Wealth Management’s American Tower AMT Stock Holding History

Congress 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
2025
Q2 		$3.66M Buy
16,569
+635
+4% +$137K 0.04% 444
2025
Q1 		$3.46M Buy
15,934
+7,208
+83% +$1.41M 0.04% 383
2024
Q4 		$1.6M Buy
8,726
+597
+7% +$124K 0.02% 443
2024
Q3 		$1.89M Buy
8,129
+6,641
+446% +$1.47M 0.03% 435
2024
Q2 		$289K Sell
1,488
-317
-18% -$59.3K ﹤0.01% 626
2024
Q1 		$357K Sell
1,805
-2,630
-59% -$524K 0.01% 484
2023
Q4 		$958K Buy
4,435
+1,356
+44% +$256K 0.02% 400
2023
Q3 		$506K Sell
3,079
-340
-10% -$62.1K 0.01% 456
2023
Q2 		$663K Sell
3,419
-11
-0.3% -$2.15K 0.02% 381
2023
Q1 		$701K Buy
3,430
+775
+29% +$163K 0.02% 382
2022
Q4 		$562K Buy
2,655
+145
+6% +$30.2K 0.01% 393
2022
Q3 		$539K Buy
2,510
+129
+5% +$33.1K 0.01% 393
2022
Q2 		$609K Buy
2,381
+58
+2% +$14.6K 0.02% 381
2022
Q1 		$584K Sell
2,323
-52
-2% -$12.7K 0.01% 426
2021
Q4 		$695K Buy
+2,375
New +$649K 0.01% 418

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Congress Wealth Management's AMT Position: Q2 2025 in Review

Congress Wealth Management increased its American Tower (AMT) stake by 4% in Q2 2025, buying an estimated $137K and bringing the position to 16,569 shares worth $3.66M. The position accounts for 0.04% of the portfolio, ranked #444.

Congress Wealth Management first reported a position in AMT in Q4 2021 and has held it in 15 quarters since. 1,849 funds tracked by Wall St. Rank hold AMT as of Q2 2025.

  • Congress Wealth Management held 16,569 shares of American Tower worth $3.66M as of Q2 2025.
  • Congress Wealth Management bought 635 American Tower shares in Q2 2025, an estimated $137K.
  • American Tower made up 0.04% of Congress Wealth Management's portfolio in Q2 2025, its #444 holding.
  • Congress Wealth Management first reported a position in American Tower in Q4 2021 and has held it in 15 quarters since.
  • 1,849 funds tracked by Wall St. Rank held American Tower as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.