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Roundview Capital’s American Tower AMT Stock Holding History

Roundview Capital’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 		$293K Sell
1,789
-758
-30% -$136K 0.02% 308
2026
Q1 		$440K Sell
2,547
-207
-8% -$37.2K 0.03% 273
2025
Q4 		$484K Sell
2,754
-1,925
-41% -$350K 0.03% 257
2025
Q3 		$900K Sell
4,679
-864
-16% -$180K 0.06% 225
2025
Q2 		$1.23M Sell
5,543
-88
-2% -$19K 0.08% 192
2025
Q1 		$1.23M Sell
5,631
-2,910
-34% -$571K 0.09% 183
2024
Q4 		$1.57M Buy
8,541
+121
+1% +$25.1K 0.11% 168
2024
Q3 		$1.96M Buy
8,420
+193
+2% +$42.8K 0.14% 144
2024
Q2 		$1.6M Sell
8,227
-235
-3% -$43.9K 0.13% 153
2024
Q1 		$1.67M Sell
8,462
-4,616
-35% -$919K 0.14% 149
2023
Q4 		$2.82M Buy
13,078
+6,411
+96% +$1.21M 0.26% 89
2023
Q3 		$1.1M Buy
+6,667
New +$1.22M 0.11% 183
2023
Q2 		– Sell
-5,115
Closed -$1.05M – 304
2023
Q1 		$1.05M Buy
5,115
+2,317
+83% +$486K 0.11% 182
2022
Q4 		$593K Buy
+2,798
New +$582K 0.07% 217

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

Roundview Capital's AMT Position: Q2 2026 in Review

Roundview Capital reduced its American Tower (AMT) stake by 30% in Q2 2026, selling an estimated $136K and leaving 1,789 shares worth $293K. The position accounts for 0.02% of the portfolio, ranked #308.

Roundview Capital first reported a position in AMT in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.82M in Q4 2023. 1,754 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Roundview Capital held 1,789 shares of American Tower worth $293K as of Q2 2026.
  • Roundview Capital sold 758 American Tower shares in Q2 2026, an estimated $136K.
  • American Tower made up 0.02% of Roundview Capital's portfolio in Q2 2026, its #308 holding.
  • Roundview Capital first reported a position in American Tower in Q4 2022 and has held it in 14 quarters since.
  • Roundview Capital's American Tower position peaked at $2.82M in Q4 2023.
  • 1,754 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Roundview Capital's 13F filing for Q2 2026, filed 30 Jul 2026.