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Principia Wealth Advisory’s American Tower AMT Stock Holding History

Principia Wealth Advisory’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 		$6.38K Buy
39
+8
+26% +$1.44K ﹤0.01% 311
2026
Q1 		$5.35K Buy
31
+24
+343% +$4.32K ﹤0.01% 292
2025
Q4 		$1.23K Sell
7
-10
-59% -$1.82K ﹤0.01% 610
2025
Q3 		$3.27K Sell
17
-4
-19% -$833 ﹤0.01% 351
2025
Q2 		$4.64K Buy
21
+1
+5% +$216 ﹤0.01% 242
2025
Q1 		$4.15K Buy
20
+7
+54% +$1.37K ﹤0.01% 202
2024
Q4 		$2.38K Buy
+13
New +$2.69K ﹤0.01% 218

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

Principia Wealth Advisory's AMT Position: Q2 2026 in Review

Principia Wealth Advisory increased its American Tower (AMT) stake by 26% in Q2 2026, buying an estimated $1.44K and bringing the position to 39 shares worth $6.38K. The position accounts for ﹤0.01% of the portfolio, ranked #311.

Principia Wealth Advisory first reported a position in AMT in Q4 2024 and has held it in 7 quarters since. 1,749 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Principia Wealth Advisory held 39 shares of American Tower worth $6.38K as of Q2 2026.
  • Principia Wealth Advisory bought 8 American Tower shares in Q2 2026, an estimated $1.44K.
  • American Tower made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #311 holding.
  • Principia Wealth Advisory first reported a position in American Tower in Q4 2024 and has held it in 7 quarters since.
  • 1,749 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.