MCM
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Mill Capital Management’s American Tower AMT Stock Holding History

Mill 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
Q2 		$19.4M Sell
118,842
-4,469
-4% -$804K 1.3% 22
2026
Q1 		$21.3M Buy
123,311
+329
+0.3% +$59.2K 1.62% 21
2025
Q4 		$21.6M Buy
122,982
+298
+0.2% +$54.2K 1.56% 20
2025
Q3 		$23.6M Buy
122,684
+619
+0.5% +$129K 1.75% 17
2025
Q2 		$27M Buy
122,065
+556
+0.5% +$120K 2.11% 15
2025
Q1 		$26.4M Buy
121,509
+826
+0.7% +$162K 2.12% 15
2024
Q4 		$22.1M Buy
120,683
+1,440
+1% +$298K 1.75% 19
2024
Q3 		$27.7M Buy
119,243
+139
+0.1% +$30.8K 2.17% 15
2024
Q2 		$23.2M Buy
119,104
+2,140
+2% +$400K 1.91% 17
2024
Q1 		$23.1M Buy
116,964
+404
+0.3% +$80.5K 1.93% 18
2023
Q4 		$25.2M Sell
116,560
-160
-0.1% -$30.2K 2.25% 12
2023
Q3 		$19.2M Buy
116,720
+439
+0.4% +$80.2K 1.88% 15
2023
Q2 		$22.6M Buy
116,281
+3,974
+4% +$777K 2.12% 14
2023
Q1 		$22.9M Buy
112,307
+911
+0.8% +$191K 2.33% 11
2022
Q4 		$23.6M Buy
111,396
+621
+0.6% +$129K 2.59% 11
2022
Q3 		$23.8M Buy
110,775
+3,599
+3% +$925K 2.78% 8
2022
Q2 		$27.4M Buy
107,176
+3,385
+3% +$849K 3.03% 7
2022
Q1 		$26.1M Buy
103,791
+1,980
+2% +$483K 2.49% 10
2021
Q4 		$29.8M Buy
+101,811
New +$27.8M 3.05% 9

Other funds holding AMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Mill Capital Management's AMT Position: Q2 2026 in Review

Mill Capital Management reduced its American Tower (AMT) stake by 3.6% in Q2 2026, selling an estimated $804K and leaving 118,842 shares worth $19.4M. The position accounts for 1.3% of the portfolio, ranked #22.

Mill Capital Management first reported a position in AMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $29.8M in Q4 2021. 1,754 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Mill Capital Management held 118,842 shares of American Tower worth $19.4M as of Q2 2026.
  • Mill Capital Management sold 4,469 American Tower shares in Q2 2026, an estimated $804K.
  • American Tower made up 1.3% of Mill Capital Management's portfolio in Q2 2026, its #22 holding.
  • Mill Capital Management first reported a position in American Tower in Q4 2021 and has held it in 19 quarters since.
  • Mill Capital Management's American Tower position peaked at $29.8M in Q4 2021.
  • 1,754 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Mill Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.