Cove Private Wealth’s American Tower AMT Stock Holding History

Cove Private Wealth’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	$908K	Buy	5,548 +2	+0%	+$343	0.16%	98
2026 Q2	$907K	Buy	5,546 +88	+2%	+$15.8K	0.18%	97
2026 Q1	$942K	Hold	5,458	–	–	0.21%	85
2025 Q4	$958K	Sell	5,458 -910	-14%	-$166K	0.29%	74
2025 Q3	$1.22M	Hold	6,368	–	–	0.39%	63
2025 Q2	$1.41M	Buy	6,368 +739	+13%	+$160K	0.5%	53
2025 Q1	$1.22M	Buy	5,629 +629	+13%	+$123K	0.64%	43
2024 Q4	$917K	Hold	5,000	–	–	0.55%	47
2024 Q3	$1.16M	Hold	5,000	–	–	0.9%	32
2024 Q2	$972K	Hold	5,000	–	–	0.78%	38
2024 Q1	$988K	Hold	5,000	–	–	0.84%	36
2023 Q4	$1.08M	Buy	+5,000	New	+$945K	1.02%	34

Other funds holding AMT

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Cove Private Wealth's AMT Position: Q3 2026 in Review

Cove Private Wealth increased its American Tower (AMT) stake by 0.04% in Q3 2026, buying an estimated $343 and bringing the position to 5,548 shares worth $908K. The position accounts for 0.16% of the portfolio, ranked #98.

Cove Private Wealth first reported a position in AMT in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.41M in Q2 2025. 1,409 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

Cove Private Wealth held 5,548 shares of American Tower worth $908K as of Q3 2026.
Cove Private Wealth bought 2 American Tower shares in Q3 2026, an estimated $343.
American Tower made up 0.16% of Cove Private Wealth's portfolio in Q3 2026, its #98 holding.
Cove Private Wealth first reported a position in American Tower in Q4 2023 and has held it in 12 quarters since.
Cove Private Wealth's American Tower position peaked at $1.41M in Q2 2025.
1,409 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Cove Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.