Connecticut Wealth Management’s American Tower AMT Stock Holding History

Connecticut 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	$201K	Sell	1,231 -506	-29%	-$91.1K	0.01%	334
2026 Q1	$300K	Sell	1,737 -219	-11%	-$39.4K	0.01%	280
2025 Q4	$343K	Buy	1,956 +514	+36%	+$93.5K	0.01%	254
2025 Q3	$277K	Buy	+1,442	New	+$300K	0.01%	283
2024 Q1	–	Sell	-1,008	Closed	-$218K	–	324
2023 Q4	$218K	Buy	+1,008	New	+$191K	0.01%	304
2022 Q1	–	Sell	-726	Closed	-$212K	–	193
2021 Q4	$212K	Buy	+726	New	+$198K	0.02%	190
2020 Q4	–	Sell	-998	Closed	-$241K	–	189
2020 Q3	$241K	Buy	+998	New	+$253K	0.03%	179

Other funds holding AMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

Connecticut Wealth Management reduced its American Tower (AMT) stake by 29% in Q2 2026, selling an estimated $91.1K and leaving 1,231 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #334.

Connecticut Wealth Management first reported a position in AMT in Q3 2020 and has held it in 7 quarters since. The position peaked at $343K in Q4 2025. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

Connecticut Wealth Management held 1,231 shares of American Tower worth $201K as of Q2 2026.
Connecticut Wealth Management sold 506 American Tower shares in Q2 2026, an estimated $91.1K.
American Tower made up 0.01% of Connecticut Wealth Management's portfolio in Q2 2026, its #334 holding.
Connecticut Wealth Management first reported a position in American Tower in Q3 2020 and has held it in 7 quarters since.
Connecticut Wealth Management's American Tower position peaked at $343K in Q4 2025.
1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.