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One Charles Private Wealth Services’s American Tower AMT Stock Holding History

One Charles Private Wealth 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
2026
Q2 		$323K Sell
1,975
-2
-0.1% -$360 0.07% 129
2026
Q1 		$341K Hold
1,977
– – 0.09% 117
2025
Q4 		$347K Sell
1,977
-58
-3% -$10.6K 0.09% 117
2025
Q3 		$391K Sell
2,035
-26
-1% -$5.42K 0.1% 100
2025
Q2 		$456K Sell
2,061
-32
-2% -$6.91K 0.13% 87
2025
Q1 		$455K Sell
2,093
-117
-5% -$23K 0.15% 79
2024
Q4 		$405K Sell
2,210
-294
-12% -$60.9K 0.14% 89
2024
Q3 		$582K Sell
2,504
-28
-1% -$6.21K 0.22% 69
2024
Q2 		$492K Buy
2,532
+42
+2% +$7.85K 0.2% 77
2024
Q1 		$492K Buy
2,490
+13
+0.5% +$2.59K 0.21% 78
2023
Q4 		$535K Buy
2,477
+180
+8% +$34K 0.28% 70
2023
Q3 		$378K Sell
2,297
-307
-12% -$56.1K 0.22% 74
2023
Q2 		$505K Buy
2,604
+48
+2% +$9.38K 0.29% 64
2023
Q1 		$522K Buy
2,556
+351
+16% +$73.6K 0.32% 58
2022
Q4 		$467K Buy
2,205
+607
+38% +$126K 0.3% 57
2022
Q3 		$343K Buy
1,598
+282
+21% +$72.5K 0.23% 76
2022
Q2 		$337K Buy
1,316
+91
+7% +$22.8K 0.23% 86
2022
Q1 		$308K Buy
1,225
+1
+0.1% +$244 0.19% 84
2021
Q4 		$358K Buy
1,224
+54
+5% +$14.8K 0.2% 80
2021
Q3 		$311K Buy
1,170
+75
+7% +$21.4K 0.18% 79
2021
Q2 		$296K Buy
+1,095
New +$279K 0.2% 83
2020
Q3 		– Sell
-993
Closed -$252K – 40
2020
Q2 		$252K Buy
+993
New +$246K 0.13% 78

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

One Charles Private Wealth Services's AMT Position: Q2 2026 in Review

One Charles Private Wealth Services reduced its American Tower (AMT) stake by 0.1% in Q2 2026, selling an estimated $360 and leaving 1,975 shares worth $323K. The position accounts for 0.07% of the portfolio, ranked #129.

One Charles Private Wealth Services first reported a position in AMT in Q2 2020 and has held it in 22 quarters since. The position peaked at $582K in Q3 2024. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • One Charles Private Wealth Services held 1,975 shares of American Tower worth $323K as of Q2 2026.
  • One Charles Private Wealth Services sold 2 American Tower shares in Q2 2026, an estimated $360.
  • American Tower made up 0.07% of One Charles Private Wealth Services's portfolio in Q2 2026, its #129 holding.
  • One Charles Private Wealth Services first reported a position in American Tower in Q2 2020 and has held it in 22 quarters since.
  • One Charles Private Wealth Services's American Tower position peaked at $582K in Q3 2024.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.