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Morningstar Investment Services’s American Tower AMT Stock Holding History

Morningstar Investment Services’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
Q1 		$2.11M Sell
9,708
-11,262
-54% -$2.21M 0.39% 68
2024
Q4 		$3.85M Sell
20,970
-165,738
-89% -$34.3M 0.35% 71
2024
Q3 		$43M Sell
186,708
-1,206
-0.6% -$267K 0.44% 66
2024
Q2 		$36.7M Buy
187,914
+75,720
+67% +$14.2M 0.4% 68
2024
Q1 		$22.1M Buy
112,194
+108,100
+2,640% +$21.5M 0.24% 98
2023
Q4 		$889K Buy
4,094
+2,578
+170% +$487K 0.01% 236
2023
Q3 		$246K Buy
1,516
+391
+35% +$71.4K ﹤0.01% 256
2023
Q2 		$217K Buy
+1,125
New +$220K ﹤0.01% 239
2022
Q1 		– Sell
-800
Closed -$234K – 235
2021
Q4 		$234K Buy
800
+37
+5% +$10.1K ﹤0.01% 226
2021
Q3 		$206K Buy
763
+11
+1% +$3.14K ﹤0.01% 218
2021
Q2 		$205K Buy
+752
New +$192K ﹤0.01% 211
2020
Q4 		– Sell
-887
Closed -$213K – 208
2020
Q3 		$213K Buy
887
+11
+1% +$2.79K ﹤0.01% 192
2020
Q2 		$222K Hold
876
– – ﹤0.01% 187
2020
Q1 		$202K Sell
876
-10
-1% -$2.33K ﹤0.01% 198
2019
Q4 		$204K Buy
+886
New +$193K ﹤0.01% 193

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morningstar Investment Services's AMT Position: Q1 2025 in Review

Morningstar Investment Services reduced its American Tower (AMT) stake by 54% in Q1 2025, selling an estimated $2.21M and leaving 9,708 shares worth $2.11M. The position accounts for 0.39% of the portfolio, ranked #68.

Morningstar Investment Services first reported a position in AMT in Q4 2019 and has held it in 15 quarters since. The position peaked at $43M in Q3 2024. 1,840 funds tracked by Wall St. Rank hold AMT as of Q1 2025.

  • Morningstar Investment Services held 9,708 shares of American Tower worth $2.11M as of Q1 2025.
  • Morningstar Investment Services sold 11,262 American Tower shares in Q1 2025, an estimated $2.21M.
  • American Tower made up 0.39% of Morningstar Investment Services's portfolio in Q1 2025, its #68 holding.
  • Morningstar Investment Services first reported a position in American Tower in Q4 2019 and has held it in 15 quarters since.
  • Morningstar Investment Services's American Tower position peaked at $43M in Q3 2024.
  • 1,840 funds tracked by Wall St. Rank held American Tower as of Q1 2025.

Based on Morningstar Investment Services's 13F filing for Q1 2025, filed 5 May 2025.