Global Financial Private Client’s American Tower AMT Stock Holding History

Global Financial Private Client’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
2025 Q2	–	Sell	-326	Closed	-$70.9K	–	298
2025 Q1	$70.9K	Hold	326	–	–	0.03%	300
2024 Q4	$59.8K	Hold	326	–	–	0.02%	312
2024 Q3	$75.8K	Hold	326	–	–	0.03%	291
2024 Q2	$63.4K	Hold	326	–	–	0.03%	279
2024 Q1	$62.9K	Hold	326	–	–	0.03%	283
2023 Q4	$70.4K	Hold	326	–	–	0.03%	271
2023 Q3	$52.7K	Hold	326	–	–	0.03%	279
2023 Q2	$63.6K	Hold	326	–	–	0.03%	266
2023 Q1	$65.6K	Hold	326	–	–	0.03%	255
2022 Q4	$69.1K	Hold	326	–	–	0.04%	239
2022 Q3	$70.8K	Hold	326	–	–	0.04%	226
2022 Q2	$84.2K	Hold	326	–	–	0.05%	207
2022 Q1	$83.8K	Hold	326	–	–	0.04%	216
2021 Q4	$95.4K	Buy	326 +200	+159%	+$54.6K	0.05%	211
2021 Q3	$33.6K	Hold	126	–	–	0.02%	272
2021 Q2	$34.1K	Hold	126	–	–	0.02%	276
2021 Q1	$30.2K	Hold	126	–	–	0.02%	250
2020 Q4	$28.3K	Buy	126 +11	+10%	+$2.56K	0.02%	238
2020 Q3	$27.8K	Sell	115 -29	-20%	-$7.35K	0.02%	235
2020 Q2	$38.2K	Hold	144	–	–	0.03%	239
2020 Q1	$29.8K	Hold	144	–	–	0.03%	273
2019 Q4	$33.1K	Buy	+144	New	+$31.4K	0.03%	286

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Global Financial Private Client's AMT Position: Q2 2025 in Review

Global Financial Private Client sold out of American Tower (AMT) in Q2 2025, closing a stake of 326 shares — an estimated $70.9K sold.

Global Financial Private Client first reported a position in AMT in Q4 2019 and held it in 22 quarters. The position peaked at $95.4K in Q4 2021. 1,849 funds tracked by Wall St. Rank hold AMT as of Q2 2025.

Global Financial Private Client reported no remaining American Tower position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 326 American Tower shares in Q2 2025, an estimated $70.9K.
Global Financial Private Client first reported a position in American Tower in Q4 2019 and held it in 22 quarters.
Global Financial Private Client's American Tower position peaked at $95.4K in Q4 2021.
1,849 funds tracked by Wall St. Rank held American Tower as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.