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Finivi Inc’s American Tower AMT Stock Holding History

Finivi Inc’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 		$288K Buy
+1,759
New +$317K 0.15% 98
2026
Q1 		– Sell
-1,295
Closed -$227K – 104
2025
Q4 		$227K Sell
1,295
-22
-2% -$4K 0.13% 99
2025
Q3 		$253K Buy
1,317
+6
+0.5% +$1.25K 0.16% 88
2025
Q2 		$290K Sell
1,311
-29
-2% -$6.26K 0.2% 84
2025
Q1 		$292K Buy
1,340
+73
+6% +$14.3K 0.23% 74
2024
Q4 		$232K Buy
1,267
+35
+3% +$7.25K 0.19% 83
2024
Q3 		$287K Buy
1,232
+30
+2% +$6.65K 0.23% 70
2024
Q2 		$234K Buy
1,202
+29
+2% +$5.42K 0.19% 82
2024
Q1 		$232K Buy
1,173
+22
+2% +$4.38K 0.21% 79
2023
Q4 		$248K Buy
+1,151
New +$218K 0.24% 84

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

Finivi Inc's AMT Position: Q2 2026 in Review

Finivi Inc opened a new position in American Tower (AMT) in Q2 2026: 1,759 shares worth $288K. The stake represents 0.15% of the portfolio and ranks #98 among its holdings. This is a return to the name: Finivi Inc previously reported a position in AMT as recently as Q4 2025.

Finivi Inc first reported a position in AMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $292K in Q1 2025. 1,721 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Finivi Inc held 1,759 shares of American Tower worth $288K as of Q2 2026.
  • American Tower was a new Finivi Inc position in Q2 2026.
  • American Tower made up 0.15% of Finivi Inc's portfolio in Q2 2026, its #98 holding.
  • Finivi Inc first reported a position in American Tower in Q4 2023 and has held it in 10 quarters since.
  • Finivi Inc's American Tower position peaked at $292K in Q1 2025.
  • 1,721 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.