Forza Wealth Management’s American Tower AMT Stock Holding History

Forza Wealth Management’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	$1.55M	Sell	9,450 -19	-0.2%	-$3.42K	0.47%	52
2026 Q1	$1.63M	Buy	9,469 +936	+11%	+$168K	0.57%	46
2025 Q4	$1.5M	Buy	8,533 +4,179	+96%	+$760K	0.54%	44
2025 Q3	$837K	Sell	4,354 -145	-3%	-$30.2K	0.32%	76
2025 Q2	$994K	Buy	4,499 +300	+7%	+$64.8K	0.41%	59
2025 Q1	$914K	Sell	4,199 -120	-3%	-$23.5K	0.41%	61
2024 Q4	$792K	Sell	4,319 -378	-8%	-$78.3K	0.36%	71
2024 Q3	$1.09M	Buy	4,697 +662	+16%	+$147K	0.5%	54
2024 Q2	$784K	Buy	4,035 +280	+7%	+$52.3K	0.4%	68
2024 Q1	$742K	Hold	3,755	–	–	0.39%	70
2023 Q4	$811K	Sell	3,755 -310	-8%	-$58.6K	0.45%	61
2023 Q3	$668K	Sell	4,065 -150	-4%	-$27.4K	0.34%	89
2023 Q2	$817K	Buy	4,215 +1,673	+66%	+$327K	0.41%	79
2023 Q1	$519K	Hold	2,542	–	–	0.27%	110
2022 Q4	$539K	Buy	+2,542	New	+$529K	0.36%	77

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

Forza Wealth Management's AMT Position: Q2 2026 in Review

Forza Wealth Management reduced its American Tower (AMT) stake by 0.2% in Q2 2026, selling an estimated $3.42K and leaving 9,450 shares worth $1.55M. The position accounts for 0.47% of the portfolio, ranked #52.

Forza Wealth Management first reported a position in AMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.63M in Q1 2026. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

Forza Wealth Management held 9,450 shares of American Tower worth $1.55M as of Q2 2026.
Forza Wealth Management sold 19 American Tower shares in Q2 2026, an estimated $3.42K.
American Tower made up 0.47% of Forza Wealth Management's portfolio in Q2 2026, its #52 holding.
Forza Wealth Management first reported a position in American Tower in Q4 2022 and has held it in 15 quarters since.
Forza Wealth Management's American Tower position peaked at $1.63M in Q1 2026.
1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.