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Conscious Wealth Investments’s American Tower AMT Stock Holding History

Conscious Wealth Investments’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 		$2.24M Sell
13,697
-408
-3% -$73.4K 1.15% 33
2026
Q1 		$2.5M Buy
14,105
+879
+7% +$158K 1.39% 34
2025
Q4 		$2.27M Buy
13,226
+1,374
+12% +$250K 1.36% 30
2025
Q3 		$2.12M Buy
11,852
+60
+0.5% +$12.5K 1.26% 34
2025
Q2 		$2.53M Buy
11,792
+70
+0.6% +$15.1K 1.62% 32
2025
Q1 		$2.58M Sell
11,722
-1,645
-12% -$323K 1.79% 31
2024
Q4 		$2.54M Sell
13,367
-425
-3% -$88.1K 1.73% 31
2024
Q3 		$3.12M Sell
13,792
-7
-0.1% -$1.55K 2.15% 22
2024
Q2 		$2.89M Buy
13,799
+243
+2% +$45.4K 2.08% 25
2024
Q1 		$2.34M Buy
13,556
+656
+5% +$131K 1.78% 33
2023
Q4 		$2.58M Buy
+12,900
New +$2.44M 2.06% 31

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

Conscious Wealth Investments's AMT Position: Q2 2026 in Review

Conscious Wealth Investments reduced its American Tower (AMT) stake by 2.9% in Q2 2026, selling an estimated $73.4K and leaving 13,697 shares worth $2.24M. The position accounts for 1.15% of the portfolio, ranked #33.

Conscious Wealth Investments first reported a position in AMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.12M in Q3 2024. 1,752 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Conscious Wealth Investments held 13,697 shares of American Tower worth $2.24M as of Q2 2026.
  • Conscious Wealth Investments sold 408 American Tower shares in Q2 2026, an estimated $73.4K.
  • American Tower made up 1.15% of Conscious Wealth Investments's portfolio in Q2 2026, its #33 holding.
  • Conscious Wealth Investments first reported a position in American Tower in Q4 2023 and has held it in 11 quarters since.
  • Conscious Wealth Investments's American Tower position peaked at $3.12M in Q3 2024.
  • 1,752 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Conscious Wealth Investments's 13F filing for Q2 2026, filed 11 Aug 2026.