Costello Asset Management
AMT icon

Costello Asset Management’s American Tower AMT Stock Holding History

Costello Asset 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
Q3 		$220K Hold
1,344
– – 0.07% 109
2026
Q2 		$220K Hold
1,344
– – 0.07% 115
2026
Q1 		$232K Buy
1,344
+3
+0.2% +$540 0.08% 101
2025
Q4 		$235K Sell
1,341
-44
-3% -$8.01K 0.08% 99
2025
Q3 		$266K Sell
1,385
-5
-0.4% -$1.04K 0.09% 96
2025
Q2 		$307K Hold
1,390
– – 0.12% 86
2025
Q1 		$302K Buy
+1,390
New +$273K 0.12% 81

Other funds holding AMT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Costello Asset Management's AMT Position: Q3 2026 in Review

Costello Asset Management held its American Tower (AMT) position steady in Q3 2026 at 1,344 shares worth $220K. The position accounts for 0.07% of the portfolio, ranked #109.

Costello Asset Management first reported a position in AMT in Q1 2025 and has held it in 7 quarters since. The position peaked at $307K in Q2 2025. 1,307 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

  • Costello Asset Management held 1,344 shares of American Tower worth $220K as of Q3 2026.
  • Costello Asset Management left its American Tower share count unchanged in Q3 2026.
  • American Tower made up 0.07% of Costello Asset Management's portfolio in Q3 2026, its #109 holding.
  • Costello Asset Management first reported a position in American Tower in Q1 2025 and has held it in 7 quarters since.
  • Costello Asset Management's American Tower position peaked at $307K in Q2 2025.
  • 1,307 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Costello Asset Management's 13F filing for Q3 2026, filed 30 Oct 2026.