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New England Capital Financial Advisors’s American Tower AMT Stock Holding History

New England Capital Financial 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
2026
Q2 		$5.02K Hold
31
– – ﹤0.01% 319
2026
Q1 		$5.3K Hold
31
– – ﹤0.01% 306
2025
Q4 		$5.39K Hold
31
– – ﹤0.01% 310
2025
Q3 		$5.91K Hold
31
– – ﹤0.01% 301
2025
Q2 		$6.79K Hold
31
– – ﹤0.01% 282
2025
Q1 		$6.68K Hold
31
– – ﹤0.01% 263
2024
Q4 		$5.63K Buy
31
+16
+107% +$3.31K ﹤0.01% 270
2024
Q3 		$3.42K Hold
15
– – ﹤0.01% 292
2024
Q2 		$2.86K Hold
15
– – ﹤0.01% 301
2024
Q1 		$2.91K Hold
15
– – ﹤0.01% 294
2023
Q4 		$3.18K Hold
15
– – ﹤0.01% 301
2023
Q3 		$2.42K Hold
15
– – ﹤0.01% 306
2023
Q2 		$2.85K Sell
15
-101
-87% -$19.7K ﹤0.01% 294
2023
Q1 		$23.7K Hold
116
– – 0.02% 167
2022
Q4 		$25.6K Buy
+116
New +$24.1K 0.02% 161

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 $3.38T AUM 44.17% 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

New England Capital Financial Advisors's AMT Position: Q2 2026 in Review

New England Capital Financial Advisors held its American Tower (AMT) position steady in Q2 2026 at 31 shares worth $5.02K. The position accounts for ﹤0.01% of the portfolio, ranked #319.

New England Capital Financial Advisors first reported a position in AMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $25.6K in Q4 2022. 1,759 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • New England Capital Financial Advisors held 31 shares of American Tower worth $5.02K as of Q2 2026.
  • New England Capital Financial Advisors left its American Tower share count unchanged in Q2 2026.
  • American Tower made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #319 holding.
  • New England Capital Financial Advisors first reported a position in American Tower in Q4 2022 and has held it in 15 quarters since.
  • New England Capital Financial Advisors's American Tower position peaked at $25.6K in Q4 2022.
  • 1,759 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.