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Pinnacle Wealth Management Group’s American Tower AMT Stock Holding History

Pinnacle Wealth Management Group’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 		$209K Sell
1,275
-150
-11% -$27K 0.1% 121
2026
Q1 		$246K Sell
1,425
-475
-25% -$85.5K 0.12% 107
2025
Q4 		$334K Sell
1,900
-435
-19% -$79.2K 0.17% 91
2025
Q3 		$449K Sell
2,335
-50
-2% -$10.4K 0.23% 69
2025
Q2 		$527K Hold
2,385
– – 0.3% 59
2025
Q1 		$519K Sell
2,385
-50
-2% -$9.81K 0.36% 48
2024
Q4 		$447K Hold
2,435
– – 0.28% 65
2024
Q3 		$566K Buy
2,435
+35
+1% +$7.76K 0.36% 58
2024
Q2 		$467K Sell
2,400
-175
-7% -$32.7K 0.32% 56
2024
Q1 		$509K Sell
2,575
-60
-2% -$12K 0.38% 54
2023
Q4 		$569K Hold
2,635
– – 0.47% 50
2023
Q3 		$433K Sell
2,635
-150
-5% -$27.4K 0.39% 54
2023
Q2 		$540K Hold
2,785
– – 0.47% 45
2023
Q1 		$569K Sell
2,785
-1,150
-29% -$241K 0.49% 46
2022
Q4 		$834K Sell
3,935
-40
-1% -$8.33K 0.74% 35
2022
Q3 		$853K Sell
3,975
-265
-6% -$68.1K 0.75% 30
2022
Q2 		$1.08M Hold
4,240
– – 0.91% 31
2022
Q1 		$1.06M Sell
4,240
-490
-10% -$120K 0.8% 35
2021
Q4 		$1.38M Sell
4,730
-255
-5% -$69.7K 1.03% 29
2021
Q3 		$1.32M Hold
4,985
– – 0.99% 32
2021
Q2 		$1.35M Buy
+4,985
New +$1.27M 0.98% 32

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

Pinnacle Wealth Management Group's AMT Position: Q2 2026 in Review

Pinnacle Wealth Management Group reduced its American Tower (AMT) stake by 11% in Q2 2026, selling an estimated $27K and leaving 1,275 shares worth $209K. The position accounts for 0.1% of the portfolio, ranked #121.

Pinnacle Wealth Management Group first reported a position in AMT in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.38M in Q4 2021. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Pinnacle Wealth Management Group held 1,275 shares of American Tower worth $209K as of Q2 2026.
  • Pinnacle Wealth Management Group sold 150 American Tower shares in Q2 2026, an estimated $27K.
  • American Tower made up 0.1% of Pinnacle Wealth Management Group's portfolio in Q2 2026, its #121 holding.
  • Pinnacle Wealth Management Group first reported a position in American Tower in Q2 2021 and has held it in 21 quarters since.
  • Pinnacle Wealth Management Group's American Tower position peaked at $1.38M in Q4 2021.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.