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Copley Financial Group’s American Tower AMT Stock Holding History

Copley Financial Group’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
Q3 		– Sell
-1,976
Closed -$437K – 106
2025
Q2 		$437K Sell
1,976
-202
-9% -$43.6K 0.32% 60
2025
Q1 		$474K Sell
2,178
-4
-0.2% -$785 0.36% 62
2024
Q4 		$400K Buy
2,182
+99
+5% +$20.5K 0.31% 82
2024
Q3 		$484K Buy
+2,083
New +$462K 0.44% 56

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Copley Financial Group's AMT Position: Q3 2025 in Review

Copley Financial Group sold out of American Tower (AMT) in Q3 2025, closing a stake of 1,976 shares — an estimated $437K sold.

Copley Financial Group first reported a position in AMT in Q3 2024 and held it in 4 quarters. The position peaked at $484K in Q3 2024. 1,798 funds tracked by Wall St. Rank hold AMT as of Q3 2025.

  • Copley Financial Group reported no remaining American Tower position as of Q3 2025 after selling out during the quarter.
  • Copley Financial Group sold 1,976 American Tower shares in Q3 2025, an estimated $437K.
  • Copley Financial Group first reported a position in American Tower in Q3 2024 and held it in 4 quarters.
  • Copley Financial Group's American Tower position peaked at $484K in Q3 2024.
  • 1,798 funds tracked by Wall St. Rank held American Tower as of Q3 2025.

Based on Copley Financial Group's 13F filing for Q3 2025, filed 18 Nov 2025.