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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Cove Private Wealth's AMT Position: Q1 2026 in Review

Cove Private Wealth held its American Tower (AMT) position steady in Q1 2026 at 5,458 shares worth $942K. The position accounts for 0.21% of the portfolio, ranked #85.

Cove Private Wealth first reported a position in AMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.41M in Q2 2025. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Cove Private Wealth held 5,458 shares of American Tower worth $942K as of Q1 2026.
Cove Private Wealth left its American Tower share count unchanged in Q1 2026.
American Tower made up 0.21% of Cove Private Wealth's portfolio in Q1 2026, its #85 holding.
Cove Private Wealth first reported a position in American Tower in Q4 2023 and has held it in 10 quarters since.
Cove Private Wealth's American Tower position peaked at $1.41M in Q2 2025.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Cove Private Wealth's 13F filing for Q1 2026, filed 14 May 2026.