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Cornerstone Wealth Management’s American Tower AMT Stock Holding History

Cornerstone 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 		$249K Sell
1,525
-153
-9% -$27.5K 0.01% 661
2026
Q1 		$290K Sell
1,678
-22
-1% -$3.96K 0.01% 587
2025
Q4 		$298K Buy
1,700
+137
+9% +$24.9K 0.02% 551
2025
Q3 		$301K Sell
1,563
-9
-0.6% -$1.88K 0.02% 529
2025
Q2 		$347K Sell
1,572
-64
-4% -$13.8K 0.02% 479
2025
Q1 		$356K Sell
1,636
-3
-0.2% -$589 0.02% 440
2024
Q4 		$301K Buy
1,639
+35
+2% +$7.25K 0.02% 468
2024
Q3 		$373K Sell
1,604
-888
-36% -$197K 0.03% 411
2024
Q2 		$484K Buy
2,492
+512
+26% +$95.7K 0.04% 339
2024
Q1 		$391K Buy
1,980
+151
+8% +$30.1K 0.03% 376
2023
Q4 		$395K Sell
1,829
-36
-2% -$6.8K 0.03% 367
2023
Q3 		$307K Buy
1,865
+411
+28% +$75.1K 0.03% 416
2023
Q2 		$282K Buy
+1,454
New +$284K 0.03% 413

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 Wealth Management's AMT Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its American Tower (AMT) stake by 9.1% in Q2 2026, selling an estimated $27.5K and leaving 1,525 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #661.

Cornerstone Wealth Management first reported a position in AMT in Q2 2023 and has held it in 13 quarters since. The position peaked at $484K in Q2 2024. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Cornerstone Wealth Management held 1,525 shares of American Tower worth $249K as of Q2 2026.
  • Cornerstone Wealth Management sold 153 American Tower shares in Q2 2026, an estimated $27.5K.
  • American Tower made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #661 holding.
  • Cornerstone Wealth Management first reported a position in American Tower in Q2 2023 and has held it in 13 quarters since.
  • Cornerstone Wealth Management's American Tower position peaked at $484K in Q2 2024.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.