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Principle Wealth Partners’s American Tower AMT Stock Holding History

Principle Wealth Partners’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 		$467K Buy
2,857
+100
+4% +$18K 0.02% 266
2026
Q1 		$476K Sell
2,757
-25
-0.9% -$4.5K 0.03% 246
2025
Q4 		$488K Sell
2,782
-75
-3% -$13.6K 0.03% 244
2025
Q3 		$549K Sell
2,857
-260
-8% -$54.2K 0.03% 224
2025
Q2 		$689K Buy
3,117
+180
+6% +$38.9K 0.04% 195
2025
Q1 		$639K Sell
2,937
-1,225
-29% -$240K 0.05% 199
2024
Q4 		$763K Buy
4,162
+160
+4% +$33.2K 0.05% 179
2024
Q3 		$931K Hold
4,002
– – 0.07% 162
2024
Q2 		$778K Hold
4,002
– – 0.06% 176
2024
Q1 		$791K Buy
4,002
+500
+14% +$99.6K 0.06% 175
2023
Q4 		$756K Buy
3,502
+616
+21% +$116K 0.07% 176
2023
Q3 		$475K Buy
2,886
+41
+1% +$7.49K 0.05% 208
2023
Q2 		$552K Sell
2,845
-9
-0.3% -$1.76K 0.06% 190
2023
Q1 		$583K Hold
2,854
– – 0.06% 177
2022
Q4 		$605K Sell
2,854
-100
-3% -$20.8K 0.07% 168
2022
Q3 		$634K Sell
2,954
-54
-2% -$13.9K 0.06% 160
2022
Q2 		$769K Hold
3,008
– – 0.09% 157
2022
Q1 		$756K Sell
3,008
-175
-5% -$42.7K 0.08% 164
2021
Q4 		$931K Buy
3,183
+17
+0.5% +$4.64K 0.1% 143
2021
Q3 		$840K Hold
3,166
– – 0.1% 144
2021
Q2 		$855K Hold
3,166
– – 0.1% 143
2021
Q1 		$757K Buy
3,166
+175
+6% +$39K 0.09% 147
2020
Q4 		$671K Buy
2,991
+175
+6% +$40.7K 0.09% 150
2020
Q3 		$681K Buy
2,816
+76
+3% +$19.3K 0.19% 65
2020
Q2 		$708K Buy
2,740
+24
+0.9% +$5.94K 0.21% 62
2020
Q1 		$591K Hold
2,716
– – 0.22% 69
2019
Q4 		$624K Hold
2,716
– – 0.2% 87
2019
Q3 		$601K Hold
2,716
– – 0.21% 84
2019
Q2 		$555K Buy
2,716
+412
+18% +$82.8K 0.29% 66
2019
Q1 		$454K Buy
2,304
+641
+39% +$112K 0.26% 69
2018
Q4 		$263K Buy
+1,663
New +$260K 0.22% 89

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

Principle Wealth Partners's AMT Position: Q2 2026 in Review

Principle Wealth Partners increased its American Tower (AMT) stake by 3.6% in Q2 2026, buying an estimated $18K and bringing the position to 2,857 shares worth $467K. The position accounts for 0.02% of the portfolio, ranked #266.

Principle Wealth Partners first reported a position in AMT in Q4 2018 and has held it in 31 quarters since. The position peaked at $931K in Q4 2021. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Principle Wealth Partners held 2,857 shares of American Tower worth $467K as of Q2 2026.
  • Principle Wealth Partners bought 100 American Tower shares in Q2 2026, an estimated $18K.
  • American Tower made up 0.02% of Principle Wealth Partners's portfolio in Q2 2026, its #266 holding.
  • Principle Wealth Partners first reported a position in American Tower in Q4 2018 and has held it in 31 quarters since.
  • Principle Wealth Partners's American Tower position peaked at $931K in Q4 2021.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.