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Financial Consulate’s American Tower AMT Stock Holding History

Financial Consulate’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 		$79.9K Buy
488
+5
+1% +$900 0.01% 269
2026
Q1 		$83.4K Buy
483
+46
+11% +$8.28K 0.01% 240
2025
Q4 		$76.8K Sell
437
-8
-2% -$1.46K 0.01% 266
2025
Q3 		$85.6K Buy
+445
New +$92.7K 0.01% 249
2023
Q2 		– Sell
-1,423
Closed -$291K – 46
2023
Q1 		$291K Buy
1,423
+27
+2% +$5.67K 0.1% 98
2022
Q4 		$296K Buy
1,396
+24
+2% +$5K 0.1% 108
2022
Q3 		$295K Sell
1,372
-516
-27% -$133K 0.12% 90
2022
Q2 		$483K Buy
1,888
+226
+14% +$56.7K 0.23% 60
2022
Q1 		$418K Buy
1,662
+37
+2% +$9.03K 0.16% 79
2021
Q4 		$475K Sell
1,625
-380
-19% -$104K 0.16% 77
2021
Q3 		$532K Buy
2,005
+169
+9% +$48.2K 0.19% 60
2021
Q2 		$496K Buy
1,836
+174
+10% +$44.3K 0.18% 65
2021
Q1 		$397K Buy
1,662
+215
+15% +$47.9K 0.16% 67
2020
Q4 		$325K Buy
1,447
+455
+46% +$106K 0.14% 75
2020
Q3 		$240K Buy
992
+186
+23% +$47.2K 0.11% 85
2020
Q2 		$208K Buy
+806
New +$199K 0.11% 92

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

Financial Consulate's AMT Position: Q2 2026 in Review

Financial Consulate increased its American Tower (AMT) stake by 1% in Q2 2026, buying an estimated $900 and bringing the position to 488 shares worth $79.9K. The position accounts for 0.01% of the portfolio, ranked #269.

Financial Consulate first reported a position in AMT in Q2 2020 and has held it in 16 quarters since. The position peaked at $532K in Q3 2021. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Financial Consulate held 488 shares of American Tower worth $79.9K as of Q2 2026.
  • Financial Consulate bought 5 American Tower shares in Q2 2026, an estimated $900.
  • American Tower made up 0.01% of Financial Consulate's portfolio in Q2 2026, its #269 holding.
  • Financial Consulate first reported a position in American Tower in Q2 2020 and has held it in 16 quarters since.
  • Financial Consulate's American Tower position peaked at $532K in Q3 2021.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.