IMS Capital Management’s American Tower AMT Stock Holding History

IMS 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
2025 Q3	–	Sell	-1,000	Closed	-$221K	–	148
2025 Q2	$221K	Hold	1,000	–	–	0.1%	140
2025 Q1	$218K	Buy	+1,000	New	+$196K	0.11%	131
2024 Q4	–	Sell	-1,000	Closed	-$233K	–	136
2024 Q3	$233K	Hold	1,000	–	–	0.1%	132
2024 Q2	$220K	Buy	+1,000	New	+$187K	0.1%	130
2024 Q1	–	Sell	-1,000	Closed	-$216K	–	144
2023 Q4	$216K	Buy	+1,000	New	+$189K	0.11%	139
2023 Q2	–	Sell	-1,000	Closed	-$204K	–	130
2023 Q1	$204K	Hold	1,000	–	–	0.12%	133
2022 Q4	$212K	Hold	1,000	–	–	0.14%	133
2022 Q3	$215K	Hold	1,000	–	–	0.15%	130
2022 Q2	$256K	Hold	1,000	–	–	0.17%	119
2022 Q1	$251K	Hold	1,000	–	–	0.13%	133
2021 Q4	$293K	Hold	1,000	–	–	0.15%	113
2021 Q3	$265K	Hold	1,000	–	–	0.15%	113
2021 Q2	$270K	Hold	1,000	–	–	0.16%	106
2021 Q1	$239K	Hold	1,000	–	–	0.15%	106
2020 Q4	$224K	Hold	1,000	–	–	0.14%	121
2020 Q3	$242K	Hold	1,000	–	–	0.17%	94
2020 Q2	$259K	Hold	1,000	–	–	0.2%	98
2020 Q1	$218K	Hold	1,000	–	–	0.22%	99
2019 Q4	$230K	Hold	1,000	–	–	0.16%	124
2019 Q3	$221K	Hold	1,000	–	–	0.17%	124
2019 Q2	$204K	Buy	+1,000	New	+$201K	0.15%	118

Other funds holding AMT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

IMS Capital Management's AMT Position: Q3 2025 in Review

IMS Capital Management sold out of American Tower (AMT) in Q3 2025, closing a stake of 1,000 shares — an estimated $221K sold.

IMS Capital Management first reported a position in AMT in Q2 2019 and held it in 21 quarters. The position peaked at $293K in Q4 2021. 1,795 funds tracked by Wall St. Rank hold AMT as of Q3 2025.

IMS Capital Management reported no remaining American Tower position as of Q3 2025 after selling out during the quarter.
IMS Capital Management sold 1,000 American Tower shares in Q3 2025, an estimated $221K.
IMS Capital Management first reported a position in American Tower in Q2 2019 and held it in 21 quarters.
IMS Capital Management's American Tower position peaked at $293K in Q4 2021.
1,795 funds tracked by Wall St. Rank held American Tower as of Q3 2025.

Based on IMS Capital Management's 13F filing for Q3 2025, filed 17 Nov 2025.