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Personal CFO Solutions’s American Tower AMT Stock Holding History

Personal CFO Solutions’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 		$360K Buy
2,179
+114
+6% +$20.5K 0.05% 341
2026
Q1 		$356K Buy
2,065
+398
+24% +$71.6K 0.05% 324
2025
Q4 		$293K Buy
1,667
+57
+4% +$10.4K 0.05% 375
2025
Q3 		$310K Sell
1,610
-319
-17% -$66.5K 0.05% 337
2025
Q2 		$426K Buy
1,929
+262
+16% +$56.6K 0.08% 250
2025
Q1 		$363K Sell
1,667
-82
-5% -$16.1K 0.07% 266
2024
Q4 		$321K Buy
1,749
+276
+19% +$57.2K 0.06% 300
2024
Q3 		$343K Sell
1,473
-31
-2% -$6.87K 0.05% 364
2024
Q2 		$292K Sell
1,504
-39
-3% -$7.29K 0.04% 393
2024
Q1 		$305K Buy
1,543
+24
+2% +$4.78K 0.05% 390
2023
Q4 		$328K Buy
1,519
+14
+0.9% +$2.65K 0.06% 348
2023
Q3 		$248K Buy
1,505
+106
+8% +$19.4K 0.05% 377
2023
Q2 		$271K Sell
1,399
-31
-2% -$6.06K 0.06% 358
2023
Q1 		$292K Buy
1,430
+15
+1% +$3.15K 0.06% 319
2022
Q4 		$300K Sell
1,415
-57
-4% -$11.9K 0.06% 297
2022
Q3 		$316K Buy
1,472
+3
+0.2% +$771 0.08% 244
2022
Q2 		$375K Buy
1,469
+47
+3% +$11.8K 0.09% 213
2022
Q1 		$357K Buy
1,422
+46
+3% +$11.2K 0.07% 277
2021
Q4 		$402K Buy
1,376
+31
+2% +$8.47K 0.08% 243
2021
Q3 		$357K Sell
1,345
-15
-1% -$4.28K 0.07% 245
2021
Q2 		$367K Buy
1,360
+220
+19% +$56.1K 0.08% 239
2021
Q1 		$272K Buy
1,140
+58
+5% +$12.9K 0.06% 289
2020
Q4 		$243K Buy
1,082
+178
+20% +$41.4K 0.06% 303
2020
Q3 		$0 Sell
904
-156
-15% -$39.6K ﹤0.01% 143
2020
Q2 		$274K Sell
1,060
-2
-0.2% -$495 0.08% 221
2020
Q1 		$231K Buy
1,062
+113
+12% +$26.3K 0.08% 213
2019
Q4 		$218K Buy
+949
New +$207K 0.06% 298

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

Personal CFO Solutions's AMT Position: Q2 2026 in Review

Personal CFO Solutions increased its American Tower (AMT) stake by 5.5% in Q2 2026, buying an estimated $20.5K and bringing the position to 2,179 shares worth $360K. The position accounts for 0.05% of the portfolio, ranked #341.

Personal CFO Solutions first reported a position in AMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $426K in Q2 2025. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Personal CFO Solutions held 2,179 shares of American Tower worth $360K as of Q2 2026.
  • Personal CFO Solutions bought 114 American Tower shares in Q2 2026, an estimated $20.5K.
  • American Tower made up 0.05% of Personal CFO Solutions's portfolio in Q2 2026, its #341 holding.
  • Personal CFO Solutions first reported a position in American Tower in Q4 2019 and has held it in 27 quarters since.
  • Personal CFO Solutions's American Tower position peaked at $426K in Q2 2025.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.