Financial Perspectives’s American Tower AMT Stock Holding History

Financial Perspectives’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	$8.63K	Hold	50	–	–	﹤0.01%	545
2025 Q4	$8.78K	Hold	50	–	–	﹤0.01%	539
2025 Q3	$9.62K	Hold	50	–	–	﹤0.01%	524
2025 Q2	$11.1K	Hold	50	–	–	﹤0.01%	498
2025 Q1	$10.9K	Hold	50	–	–	﹤0.01%	491
2024 Q4	$9.17K	Hold	50	–	–	﹤0.01%	514
2024 Q3	$11.6K	Hold	50	–	–	﹤0.01%	456
2024 Q2	$9.72K	Hold	50	–	–	﹤0.01%	467
2024 Q1	$9.88K	Hold	50	–	–	﹤0.01%	460
2023 Q4	$10.8K	Sell	50 -14	-22%	-$2.65K	﹤0.01%	460
2023 Q3	$10.5K	Buy	64 +14	+28%	+$2.56K	﹤0.01%	444
2023 Q2	$9.7K	Hold	50	–	–	﹤0.01%	451
2023 Q1	$10.2K	Hold	50	–	–	﹤0.01%	442
2022 Q4	$10.6K	Hold	50	–	–	0.01%	435
2022 Q3	$10.7K	Hold	50	–	–	0.01%	429
2022 Q2	$12.8K	Hold	50	–	–	0.01%	411
2022 Q1	$12.6K	Hold	50	–	–	0.01%	436
2021 Q4	$14.6K	Hold	50	–	–	0.01%	398
2021 Q3	$13.3K	Hold	50	–	–	0.01%	410
2021 Q2	$13.5K	Sell	50 -11,903	-100%	-$3.03M	0.01%	428
2021 Q1	$50K	Buy	11,953 +11,903	+23,806%	+$2.65M	﹤0.01%	558
2020 Q4	$11.2K	Hold	50	–	–	0.01%	394
2020 Q3	$12.1K	Hold	50	–	–	0.01%	350
2020 Q2	$12.9K	Hold	50	–	–	0.01%	328
2020 Q1	$10.9K	Hold	50	–	–	0.01%	315
2019 Q4	$11.5K	Buy	+50	New	+$10.9K	0.01%	320

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

Financial Perspectives's AMT Position: Q1 2026 in Review

Financial Perspectives held its American Tower (AMT) position steady in Q1 2026 at 50 shares worth $8.63K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

Financial Perspectives first reported a position in AMT in Q4 2019 and has held it in 26 quarters since. The position peaked at $50K in Q1 2021. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Financial Perspectives held 50 shares of American Tower worth $8.63K as of Q1 2026.
Financial Perspectives left its American Tower share count unchanged in Q1 2026.
American Tower made up ﹤0.01% of Financial Perspectives's portfolio in Q1 2026, its #545 holding.
Financial Perspectives first reported a position in American Tower in Q4 2019 and has held it in 26 quarters since.
Financial Perspectives's American Tower position peaked at $50K in Q1 2021.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.