Geode Capital Management
AMT icon

Geode Capital Management’s American Tower AMT Stock Holding History

Geode Capital 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
Q1 		$2.4B Buy
13,933,628
+434,593
+3% +$78.2M 0.15% 114
2025
Q4 		$2.36B Buy
13,499,035
+227,361
+2% +$41.4M 0.15% 112
2025
Q3 		$2.54B Buy
13,271,674
+166,821
+1% +$34.8M 0.16% 105
2025
Q2 		$2.89B Sell
13,104,853
-123,453
-0.9% -$26.7M 0.2% 85
2025
Q1 		$2.87B Buy
13,228,306
+1,885,501
+17% +$370M 0.23% 77
2024
Q4 		$2.07B Buy
11,342,805
+129,192
+1% +$26.8M 0.16% 99
2024
Q3 		$2.6B Buy
11,213,613
+204,426
+2% +$45.3M 0.21% 79
2024
Q2 		$2.13B Buy
11,009,187
+319,175
+3% +$59.7M 0.19% 91
2024
Q1 		$2.11B Buy
10,690,012
+259,404
+2% +$51.7M 0.19% 94
2023
Q4 		$2.25B Buy
10,430,608
+203,487
+2% +$38.5M 0.24% 73
2023
Q3 		$1.68B Buy
10,227,121
+241,473
+2% +$44.1M 0.2% 91
2023
Q2 		$1.93B Buy
9,985,648
+251,834
+3% +$49.2M 0.23% 79
2023
Q1 		$1.99B Buy
9,733,814
+131,933
+1% +$27.7M 0.26% 72
2022
Q4 		$2.03B Buy
9,601,881
+199,813
+2% +$41.6M 0.29% 72
2022
Q3 		$2.02B Sell
9,402,068
-875,349
-9% -$225M 0.31% 58
2022
Q2 		$2.62B Buy
10,277,417
+1,323,278
+15% +$332M 0.38% 45
2022
Q1 		$2.24B Buy
8,954,139
+278,996
+3% +$68.1M 0.28% 66
2021
Q4 		$2.53B Buy
8,675,143
+136,713
+2% +$37.3M 0.3% 56
2021
Q3 		$2.26B Buy
8,538,430
+179,469
+2% +$51.2M 0.3% 57
2021
Q2 		$2.25B Buy
8,358,961
+320,233
+4% +$81.6M 0.31% 56
2021
Q1 		$1.92B Buy
8,038,728
+147,445
+2% +$32.8M 0.29% 63
2020
Q4 		$1.77B Buy
7,891,283
+1,170,573
+17% +$272M 0.3% 59
2020
Q3 		$1.62B Buy
6,720,710
+97,060
+1% +$24.6M 0.32% 58
2020
Q2 		$1.71B Buy
6,623,650
+399,248
+6% +$98.8M 0.37% 48
2020
Q1 		$1.35B Sell
6,224,402
-144,244
-2% -$33.6M 0.35% 55
2019
Q4 		$1.46B Buy
6,368,646
+200,746
+3% +$43.7M 0.31% 60
2019
Q3 		$1.36B Buy
6,167,900
+203,364
+3% +$44.4M 0.32% 59
2019
Q2 		$1.22B Buy
5,964,536
+313,706
+6% +$63.1M 0.29% 63
2019
Q1 		$1.11B Buy
5,650,830
+406,826
+8% +$71.4M 0.29% 64
2018
Q4 		$828M Buy
5,244,004
+525,601
+11% +$82.2M 0.26% 74
2018
Q3 		$684M Buy
4,718,403
+126,223
+3% +$18.5M 0.19% 98
2018
Q2 		$661M Buy
4,592,180
+200,638
+5% +$27.9M 0.2% 94
2018
Q1 		$637M Buy
4,391,542
+277,889
+7% +$39.1M 0.21% 94
2017
Q4 		$586M Buy
4,113,653
+136,669
+3% +$19.5M 0.2% 97
2017
Q3 		$542M Buy
3,976,984
+157,928
+4% +$22M 0.2% 94
2017
Q2 		$504M Buy
3,819,056
+29,595
+0.8% +$3.79M 0.2% 97
2017
Q1 		$460M Buy
3,789,461
+303,425
+9% +$33.4M 0.19% 106
2016
Q4 		$368M Buy
3,486,036
+113,323
+3% +$12.3M 0.17% 117
2016
Q3 		$382M Buy
3,372,713
+104,319
+3% +$11.9M 0.19% 100
2016
Q2 		$371M Sell
3,268,394
-27,887
-0.8% -$2.97M 0.2% 96
2016
Q1 		$337K Buy
3,296,281
+56,368
+2% +$5.27M 0.18% 107
2015
Q4 		$313M Buy
3,239,913
+16,670
+0.5% +$1.62M 0.18% 111
2015
Q3 		$283M Buy
3,223,243
+30,821
+1% +$2.9M 0.17% 117
2015
Q2 		$297M Buy
3,192,422
+43,394
+1% +$4.1M 0.17% 120
2015
Q1 		$296M Buy
3,149,028
+296,546
+10% +$28.8M 0.17% 116
2014
Q4 		$282M Buy
2,852,482
+108,456
+4% +$10.7M 0.17% 120
2014
Q3 		$257M Sell
2,744,026
-26,749
-1% -$2.55M 0.17% 121
2014
Q2 		$249M Sell
2,770,775
-20,414
-0.7% -$1.77M 0.16% 128
2014
Q1 		$228M Buy
2,791,189
+17,768
+0.6% +$1.45M 0.15% 135
2013
Q4 		$221M Buy
2,773,421
+73,809
+3% +$5.73M 0.15% 135
2013
Q3 		$200M Buy
2,699,612
+84,215
+3% +$6.08M 0.16% 130
2013
Q2 		$191M Buy
+2,615,397
New +$208M 0.17% 122

Other funds holding AMT

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Geode Capital Management's AMT Position: Q1 2026 in Review

Geode Capital Management increased its American Tower (AMT) stake by 3.2% in Q1 2026, buying an estimated $78.2M and bringing the position to 13,933,628 shares worth $2.4B. The position accounts for 0.15% of the portfolio, ranked #114.

Geode Capital Management first reported a position in AMT in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.89B in Q2 2025. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Geode Capital Management held 13,933,628 shares of American Tower worth $2.4B as of Q1 2026.
  • Geode Capital Management bought 434,593 American Tower shares in Q1 2026, an estimated $78.2M.
  • American Tower made up 0.15% of Geode Capital Management's portfolio in Q1 2026, its #114 holding.
  • Geode Capital Management first reported a position in American Tower in Q2 2013 and has held it in 52 quarters since.
  • Geode Capital Management's American Tower position peaked at $2.89B in Q2 2025.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Geode Capital Management's 13F filing for Q1 2026, filed 15 May 2026.