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 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 $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

Connecticut Wealth Management's AMT Position: Q1 2026 in Review

Connecticut Wealth Management reduced its American Tower (AMT) stake by 11% in Q1 2026, selling an estimated $39.4K and leaving 1,737 shares worth $300K. The position accounts for 0.01% of the portfolio, ranked #280.

Connecticut Wealth Management first reported a position in AMT in Q3 2020 and has held it in 6 quarters since. The position peaked at $343K in Q4 2025. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Connecticut Wealth Management held 1,737 shares of American Tower worth $300K as of Q1 2026.
Connecticut Wealth Management sold 219 American Tower shares in Q1 2026, an estimated $39.4K.
American Tower made up 0.01% of Connecticut Wealth Management's portfolio in Q1 2026, its #280 holding.
Connecticut Wealth Management first reported a position in American Tower in Q3 2020 and has held it in 6 quarters since.
Connecticut Wealth Management's American Tower position peaked at $343K in Q4 2025.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Connecticut Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.