RCM
AMT icon

Rockbridge Capital Management’s American Tower AMT Stock Holding History

Rockbridge Capital 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
Q1 		$14.3M Sell
83,010
-5,370
-6% -$966K 9.62% 2
2025
Q4 		$15.5M Sell
88,380
-1,794
-2% -$326K 9.37% 4
2025
Q3 		$17.3M Sell
90,174
-1,552
-2% -$323K 10.24% 3
2025
Q2 		$20.3M Sell
91,726
-453
-0.5% -$97.8K 11.54% 1
2025
Q1 		$20.1M Buy
92,179
+435
+0.5% +$85.3K 12.27% 1
2024
Q4 		$16.8M Buy
+91,744
New +$19M 9.57% 4

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

Rockbridge Capital Management's AMT Position: Q1 2026 in Review

Rockbridge Capital Management reduced its American Tower (AMT) stake by 6.1% in Q1 2026, selling an estimated $966K and leaving 83,010 shares worth $14.3M. The position accounts for 9.62% of the portfolio, ranked #2.

Rockbridge Capital Management first reported a position in AMT in Q4 2024 and has held it in 6 quarters since. The position peaked at $20.3M in Q2 2025. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Rockbridge Capital Management held 83,010 shares of American Tower worth $14.3M as of Q1 2026.
  • Rockbridge Capital Management sold 5,370 American Tower shares in Q1 2026, an estimated $966K.
  • American Tower made up 9.62% of Rockbridge Capital Management's portfolio in Q1 2026, its #2 holding.
  • Rockbridge Capital Management first reported a position in American Tower in Q4 2024 and has held it in 6 quarters since.
  • Rockbridge Capital Management's American Tower position peaked at $20.3M in Q2 2025.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Rockbridge Capital Management's 13F filing for Q1 2026, filed 15 May 2026.