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Cornerstone Planning Group’s American Tower AMT Stock Holding History

Cornerstone Planning 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
2026
Q2 		$33.6K Sell
202
-59
-23% -$10.6K ﹤0.01% 509
2026
Q1 		$46.3K Buy
261
+45
+21% +$8.1K 0.01% 418
2025
Q4 		$38.3K Sell
216
-35
-14% -$6.37K 0.01% 410
2025
Q3 		$45K Buy
251
+141
+128% +$29.4K 0.01% 370
2025
Q2 		$23K Buy
110
+18
+20% +$3.89K ﹤0.01% 389
2025
Q1 		$19.6K Buy
92
+71
+338% +$13.9K ﹤0.01% 420
2024
Q4 		$4.03K Sell
21
-4
-16% -$829 ﹤0.01% 625
2024
Q3 		$5.32K Buy
25
+4
+19% +$887 ﹤0.01% 556
2024
Q2 		$4.75K Buy
21
+13
+163% +$2.43K ﹤0.01% 593
2024
Q1 		$1.45K Buy
8
+5
+167% +$996 ﹤0.01% 714
2023
Q4 		$648 Sell
3
-42
-93% -$7.94K ﹤0.01% 757
2023
Q3 		$7.4K Hold
45
– – ﹤0.01% 478
2023
Q2 		$8.73K Buy
+45
New +$8.8K ﹤0.01% 718
2022
Q4 		$2.9K Buy
+13
New +$2.71K ﹤0.01% 1088

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

Cornerstone Planning Group's AMT Position: Q2 2026 in Review

Cornerstone Planning Group reduced its American Tower (AMT) stake by 23% in Q2 2026, selling an estimated $10.6K and leaving 202 shares worth $33.6K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

Cornerstone Planning Group first reported a position in AMT in Q4 2022 and has held it in 14 quarters since. The position peaked at $46.3K in Q1 2026. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Cornerstone Planning Group held 202 shares of American Tower worth $33.6K as of Q2 2026.
  • Cornerstone Planning Group sold 59 American Tower shares in Q2 2026, an estimated $10.6K.
  • American Tower made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #509 holding.
  • Cornerstone Planning Group first reported a position in American Tower in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's American Tower position peaked at $46.3K in Q1 2026.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.