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 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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Roundview Capital's AMT Position: Q1 2026 in Review

Roundview Capital reduced its American Tower (AMT) stake by 7.5% in Q1 2026, selling an estimated $37.2K and leaving 2,547 shares worth $440K. The position accounts for 0.03% of the portfolio, ranked #273.

Roundview Capital first reported a position in AMT in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.82M in Q4 2023. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Roundview Capital held 2,547 shares of American Tower worth $440K as of Q1 2026.
Roundview Capital sold 207 American Tower shares in Q1 2026, an estimated $37.2K.
American Tower made up 0.03% of Roundview Capital's portfolio in Q1 2026, its #273 holding.
Roundview Capital first reported a position in American Tower in Q4 2022 and has held it in 13 quarters since.
Roundview Capital's American Tower position peaked at $2.82M in Q4 2023.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.