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Copia Wealth Management’s American Tower AMT Stock Holding History

Copia 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 		$4.09K Hold
25
– – ﹤0.01% 414
2026
Q1 		$4.32K Hold
25
– – ﹤0.01% 390
2025
Q4 		$4.39K Hold
25
– – ﹤0.01% 389
2025
Q3 		$4.81K Hold
25
– – ﹤0.01% 360
2025
Q2 		$5.53K Hold
25
– – ﹤0.01% 333
2025
Q1 		$5.44K Hold
25
– – 0.01% 327
2024
Q4 		$4.58K Buy
+25
New +$5.18K ﹤0.01% 322

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

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

Copia Wealth Management held its American Tower (AMT) position steady in Q2 2026 at 25 shares worth $4.09K. The position accounts for ﹤0.01% of the portfolio, ranked #414.

Copia Wealth Management first reported a position in AMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.53K in Q2 2025. 1,749 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Copia Wealth Management held 25 shares of American Tower worth $4.09K as of Q2 2026.
  • Copia Wealth Management left its American Tower share count unchanged in Q2 2026.
  • American Tower made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #414 holding.
  • Copia Wealth Management first reported a position in American Tower in Q4 2024 and has held it in 7 quarters since.
  • Copia Wealth Management's American Tower position peaked at $5.53K in Q2 2025.
  • 1,749 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.