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J.W. Coons Advisors’s American Tower AMT Stock Holding History

J.W. Coons Advisors’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 		$230K Buy
+1,041
New +$225K 0.05% 225
2024
Q1 		– Sell
-1,091
Closed -$236K – 240
2023
Q4 		$236K Sell
1,091
-424
-28% -$80.1K 0.06% 219
2023
Q3 		$249K Sell
1,515
-100
-6% -$18.3K 0.07% 201
2023
Q2 		$313K Sell
1,615
-115
-7% -$22.5K 0.09% 189
2023
Q1 		$354K Sell
1,730
-1,216
-41% -$255K 0.1% 173
2022
Q4 		$624K Sell
2,946
-567
-16% -$118K 0.19% 121
2022
Q3 		$754K Buy
3,513
+400
+13% +$103K 0.29% 97
2022
Q2 		$799K Sell
3,113
-174
-5% -$43.7K 0.28% 92
2022
Q1 		$827K Buy
3,287
+410
+14% +$100K 0.25% 108
2021
Q4 		$843K Buy
2,877
+618
+27% +$169K 0.25% 104
2021
Q3 		$602K Buy
2,259
+703
+45% +$200K 0.21% 121
2021
Q2 		$422K Sell
1,556
-1,030
-40% -$262K 0.15% 152
2021
Q1 		$620K Buy
2,586
+425
+20% +$94.6K 0.22% 120
2020
Q4 		$483K Sell
2,161
-300
-12% -$69.7K 0.18% 128
2020
Q3 		$593K Buy
2,461
+235
+11% +$59.6K 0.25% 111
2020
Q2 		$579K Buy
2,226
+240
+12% +$59.4K 0.26% 102
2020
Q1 		$435K Buy
+1,986
New +$462K 0.23% 113

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

J.W. Coons Advisors's AMT Position: Q2 2025 in Review

J.W. Coons Advisors opened a new position in American Tower (AMT) in Q2 2025: 1,041 shares worth $230K. The stake represents 0.05% of the portfolio and ranks #225 among its holdings. This is a return to the name: J.W. Coons Advisors previously reported a position in AMT as recently as Q4 2023.

J.W. Coons Advisors first reported a position in AMT in Q1 2020 and has held it in 17 quarters since. The position peaked at $843K in Q4 2021. 1,846 funds tracked by Wall St. Rank hold AMT as of Q2 2025.

  • J.W. Coons Advisors held 1,041 shares of American Tower worth $230K as of Q2 2025.
  • American Tower was a new J.W. Coons Advisors position in Q2 2025.
  • American Tower made up 0.05% of J.W. Coons Advisors's portfolio in Q2 2025, its #225 holding.
  • J.W. Coons Advisors first reported a position in American Tower in Q1 2020 and has held it in 17 quarters since.
  • J.W. Coons Advisors's American Tower position peaked at $843K in Q4 2021.
  • 1,846 funds tracked by Wall St. Rank held American Tower as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.