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Cordatus Wealth Management’s American Tower AMT Stock Holding History

Cordatus 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 		$1.09M Buy
6,692
+84
+1% +$15.1K 0.24% 77
2026
Q1 		$1.14M Buy
6,608
+122
+2% +$22K 0.27% 78
2025
Q4 		$1.14M Sell
6,486
-15
-0.2% -$2.73K 0.26% 75
2025
Q3 		$1.25M Sell
6,501
-26
-0.4% -$5.42K 0.29% 72
2025
Q2 		$1.44M Buy
6,527
+4
+0.1% +$864 0.35% 73
2025
Q1 		$1.42M Buy
6,523
+171
+3% +$33.5K 0.39% 70
2024
Q4 		$1.17M Buy
6,352
+31
+0.5% +$6.42K 0.31% 78
2024
Q3 		$1.47M Buy
6,321
+109
+2% +$24.2K 0.53% 55
2024
Q2 		$1.21M Sell
6,212
-1,580
-20% -$295K 0.45% 61
2024
Q1 		$1.54M Sell
7,792
-26
-0.3% -$5.18K 1.12% 29
2023
Q4 		$1.69M Sell
7,818
-1,561
-17% -$295K 1.4% 22
2023
Q3 		$1.54M Buy
9,379
+1,631
+21% +$298K 1.41% 22
2023
Q2 		$1.5M Buy
7,748
+3,360
+77% +$657K 0.56% 59
2023
Q1 		$897K Buy
4,388
+134
+3% +$28.1K 1.14% 35
2022
Q4 		$901K Buy
+4,254
New +$885K 1.32% 32
2022
Q3 		– Sell
-4,184
Closed -$1.07M – 68
2022
Q2 		$1.07M Buy
4,184
+73
+2% +$18.3K 0.5% 80
2022
Q1 		$1.03M Buy
4,111
+68
+2% +$16.6K 0.36% 105
2021
Q4 		$1.18M Buy
4,043
+444
+12% +$121K 0.35% 98
2021
Q3 		$955K Buy
+3,599
New +$1.03M 0.73% 47
2021
Q1 		$782K Buy
3,273
+281
+9% +$62.6K 0.3% 111
2020
Q4 		$671K Buy
2,992
+252
+9% +$58.6K 0.28% 106
2020
Q3 		$662K Buy
2,740
+336
+14% +$85.2K 0.32% 98
2020
Q2 		$622K Buy
+2,404
New +$595K 0.34% 91
2019
Q2 		– Sell
-9,990
Closed -$1.97M – 117
2019
Q1 		$1.97M Sell
9,990
-18,215
-65% -$3.19M 1.08% 35
2018
Q4 		$4.46M Buy
+28,205
New +$4.41M 3.18% 6

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

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

Cordatus Wealth Management increased its American Tower (AMT) stake by 1.3% in Q2 2026, buying an estimated $15.1K and bringing the position to 6,692 shares worth $1.09M. The position accounts for 0.24% of the portfolio, ranked #77.

Cordatus Wealth Management first reported a position in AMT in Q4 2018 and has held it in 25 quarters since. The position peaked at $4.46M in Q4 2018. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Cordatus Wealth Management held 6,692 shares of American Tower worth $1.09M as of Q2 2026.
  • Cordatus Wealth Management bought 84 American Tower shares in Q2 2026, an estimated $15.1K.
  • American Tower made up 0.24% of Cordatus Wealth Management's portfolio in Q2 2026, its #77 holding.
  • Cordatus Wealth Management first reported a position in American Tower in Q4 2018 and has held it in 25 quarters since.
  • Cordatus Wealth Management's American Tower position peaked at $4.46M in Q4 2018.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

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