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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Cove Private Wealth's AMT Position: Q2 2026 in Review

Cove Private Wealth increased its American Tower (AMT) stake by 1.6% in Q2 2026, buying an estimated $15.8K and bringing the position to 5,546 shares worth $907K. The position accounts for 0.18% of the portfolio, ranked #97.

Cove Private Wealth first reported a position in AMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.41M in Q2 2025. 1,752 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

Cove Private Wealth held 5,546 shares of American Tower worth $907K as of Q2 2026.
Cove Private Wealth bought 88 American Tower shares in Q2 2026, an estimated $15.8K.
American Tower made up 0.18% of Cove Private Wealth's portfolio in Q2 2026, its #97 holding.
Cove Private Wealth first reported a position in American Tower in Q4 2023 and has held it in 11 quarters since.
Cove Private Wealth's American Tower position peaked at $1.41M in Q2 2025.
1,752 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Cove Private Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.