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Pinnacle Wealth Planning Services’s American Tower AMT Stock Holding History

Pinnacle Wealth Planning 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
Q1 		$127K Sell
737
-162
-18% -$29.1K 0.01% 674
2025
Q4 		$158K Sell
899
-151
-14% -$27.5K 0.02% 565
2025
Q3 		$202K Sell
1,050
-51
-5% -$10.6K 0.02% 454
2025
Q2 		$243K Buy
+1,101
New +$238K 0.03% 361
2024
Q4 		– Sell
-1,385
Closed -$322K – 399
2024
Q3 		$322K Buy
1,385
+337
+32% +$74.7K 0.04% 288
2024
Q2 		$204K Sell
1,048
-433
-29% -$80.9K 0.03% 423
2024
Q1 		$293K Sell
1,481
-11
-0.7% -$2.19K 0.04% 301
2023
Q4 		$322K Buy
+1,492
New +$282K 0.05% 253
2023
Q1 		– Sell
-1,715
Closed -$363K – 477
2022
Q4 		$363K Sell
1,715
-389
-18% -$81K 0.06% 221
2022
Q3 		$452K Sell
2,104
-6
-0.3% -$1.54K 0.08% 156
2022
Q2 		$539K Buy
2,110
+388
+23% +$97.4K 0.1% 143
2022
Q1 		$433K Buy
1,722
+132
+8% +$32.2K 0.08% 190
2021
Q4 		$465K Buy
1,590
+141
+10% +$38.5K 0.09% 162
2021
Q3 		$385K Buy
1,449
+36
+3% +$10.3K 0.09% 192
2021
Q2 		$382K Buy
1,413
+12
+0.9% +$3.06K 0.09% 188
2021
Q1 		$335K Buy
1,401
+140
+11% +$31.2K 0.09% 201
2020
Q4 		$283K Sell
1,261
-133
-10% -$30.9K 0.07% 209
2020
Q3 		$337K Sell
1,394
-3
-0.2% -$761 0.11% 141
2020
Q2 		$362K Sell
1,397
-295
-17% -$73K 0.12% 139
2020
Q1 		$368K Buy
1,692
+516
+44% +$120K 0.17% 115
2019
Q4 		$270K Buy
1,176
+174
+17% +$37.9K 0.13% 166
2019
Q3 		$221K Buy
+1,002
New +$219K 0.12% 164

Other funds holding AMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Pinnacle Wealth Planning Services's AMT Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its American Tower (AMT) stake by 18% in Q1 2026, selling an estimated $29.1K and leaving 737 shares worth $127K. The position accounts for 0.01% of the portfolio, ranked #674.

Pinnacle Wealth Planning Services first reported a position in AMT in Q3 2019 and has held it in 22 quarters since. The position peaked at $539K in Q2 2022. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Pinnacle Wealth Planning Services held 737 shares of American Tower worth $127K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 162 American Tower shares in Q1 2026, an estimated $29.1K.
  • American Tower made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #674 holding.
  • Pinnacle Wealth Planning Services first reported a position in American Tower in Q3 2019 and has held it in 22 quarters since.
  • Pinnacle Wealth Planning Services's American Tower position peaked at $539K in Q2 2022.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.