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Pines Wealth Management’s American Tower AMT Stock Holding History

Pines Wealth 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 		– Sell
-1,675
Closed -$289K – 220
2026
Q1 		$289K Buy
1,675
+166
+11% +$29.9K 0.09% 180
2025
Q4 		$265K Buy
1,509
+21
+1% +$3.82K 0.09% 190
2025
Q3 		$286K Buy
1,488
+58
+4% +$12.1K 0.1% 185
2025
Q2 		$317K Buy
1,430
+90
+7% +$19.4K 0.11% 173
2025
Q1 		$274K Buy
1,340
+86
+7% +$16.9K 0.13% 159
2024
Q4 		$218K Buy
+1,254
New +$260K 0.09% 194

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

Pines Wealth Management's AMT Position: Q2 2026 in Review

Pines Wealth Management sold out of American Tower (AMT) in Q2 2026, closing a stake of 1,675 shares — an estimated $289K sold.

Pines Wealth Management first reported a position in AMT in Q4 2024 and held it in 6 quarters. The position peaked at $317K in Q2 2025. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Pines Wealth Management reported no remaining American Tower position as of Q2 2026 after selling out during the quarter.
  • Pines Wealth Management sold 1,675 American Tower shares in Q2 2026, an estimated $289K.
  • Pines Wealth Management first reported a position in American Tower in Q4 2024 and held it in 6 quarters.
  • Pines Wealth Management's American Tower position peaked at $317K in Q2 2025.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.