Cornerstone Wealth Group’s American Tower AMT Stock Holding History

Cornerstone Wealth 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 Q3	$204K	Buy	+1,243	New	+$213K	0.01%	510
2022 Q1	–	Sell	-909	Closed	-$266K	–	147
2021 Q4	$266K	Sell	909 -10,922	-92%	-$2.98M	0.05%	133
2021 Q3	$3.14M	Buy	+11,831	New	+$3.37M	0.55%	65
2020 Q4	–	Sell	-11,406	Closed	-$2.76M	–	151
2020 Q3	$2.76M	Sell	11,406 -6,312	-36%	-$1.6M	0.75%	39
2020 Q2	$4.58M	Buy	17,718 +1,132	+7%	+$280K	1.15%	20
2020 Q1	$3.61M	Sell	16,586 -2,098	-11%	-$488K	1.27%	18
2019 Q4	$4.29M	Buy	18,684 +12,400	+197%	+$2.7M	1.16%	21
2019 Q3	$1.39M	Buy	6,284 +498	+9%	+$109K	0.35%	78
2019 Q2	$1.18M	Buy	+5,786	New	+$1.16M	0.32%	92

Other funds holding AMT

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Cornerstone Wealth Group's AMT Position: Q3 2026 in Review

Cornerstone Wealth Group opened a new position in American Tower (AMT) in Q3 2026: 1,243 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #510 among its holdings. This is a return to the name: Cornerstone Wealth Group previously reported a position in AMT as recently as Q4 2021.

Cornerstone Wealth Group first reported a position in AMT in Q2 2019 and has held it in 9 quarters since. The position peaked at $4.58M in Q2 2020. 701 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

Cornerstone Wealth Group held 1,243 shares of American Tower worth $204K as of Q3 2026.
American Tower was a new Cornerstone Wealth Group position in Q3 2026.
American Tower made up 0.01% of Cornerstone Wealth Group's portfolio in Q3 2026, its #510 holding.
Cornerstone Wealth Group first reported a position in American Tower in Q2 2019 and has held it in 9 quarters since.
Cornerstone Wealth Group's American Tower position peaked at $4.58M in Q2 2020.
701 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Cornerstone Wealth Group's 13F filing for Q3 2026, filed 2 Nov 2026.