Shelton Capital Management’s American Tower AMT Stock Holding History

Shelton 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	$1.22M	Buy	7,079 +951	+16%	+$171K	0.03%	257
2025 Q4	$1.08M	Sell	6,128 -1,009	-14%	-$184K	0.02%	265
2025 Q3	$1.37M	Sell	7,137 -2,848	-29%	-$593K	0.03%	246
2025 Q2	$2.21M	Buy	9,985 +4,570	+84%	+$987K	0.05%	220
2025 Q1	$1.18M	Sell	5,415 -73	-1%	-$14.3K	0.03%	261
2024 Q4	$1.01M	Hold	5,488	–	–	0.03%	268
2024 Q3	$1.28M	Sell	5,488 -3,070	-36%	-$681K	0.03%	264
2024 Q2	$1.66M	Hold	8,558	–	–	0.05%	252
2024 Q1	$1.69M	Sell	8,558 -100	-1%	-$19.9K	0.05%	257
2023 Q4	$1.87M	Sell	8,658 -4,643	-35%	-$877K	0.06%	243
2023 Q3	$2.19M	Hold	13,301	–	–	0.08%	230
2023 Q2	$2.58M	Sell	13,301 -100	-0.7%	-$19.6K	0.09%	214
2023 Q1	$2.74M	Buy	13,401 +7,601	+131%	+$1.59M	0.11%	182
2022 Q4	$1.23M	Sell	5,800 -5,201	-47%	-$1.08M	0.13%	190
2022 Q3	$2.36M	Sell	11,001 -6,000	-35%	-$1.54M	0.11%	180
2022 Q2	$4.34M	Sell	17,001 -4,000	-19%	-$1M	0.2%	116
2022 Q1	$5.28M	Buy	21,001 +4,000	+24%	+$976K	0.19%	112
2021 Q4	$4.97M	Hold	17,001	–	–	0.18%	127
2021 Q3	$4.51M	Buy	17,001 +2,200	+15%	+$627K	0.18%	131
2021 Q2	$4M	Buy	14,801 +4,000	+37%	+$1.02M	0.15%	149
2021 Q1	$2.58M	Buy	10,801 +887	+9%	+$198K	0.09%	210
2020 Q4	$2.23M	Buy	9,914 +367	+4%	+$85.3K	0.1%	191
2020 Q3	$2.31M	Buy	9,547 +5,800	+155%	+$1.47M	0.1%	239
2020 Q2	$969K	Sell	3,747 -79	-2%	-$19.5K	0.05%	253
2020 Q1	$833K	Sell	3,826 -9,000	-70%	-$2.09M	0.06%	237
2019 Q4	$2.95M	Buy	12,826 +9,227	+256%	+$2.01M	0.16%	122
2019 Q3	$796K	Hold	3,599	–	–	0.05%	250
2019 Q2	$736K	Buy	3,599 +2,568	+249%	+$516K	0.04%	269
2019 Q1	$5.23K	Sell	1,031 -4,099	-80%	-$719K	0.02%	563
2018 Q4	$812K	Buy	5,130 +940	+22%	+$147K	0.06%	235
2018 Q3	$609K	Hold	4,190	–	–	0.03%	313
2018 Q2	$604K	Sell	4,190 -70	-2%	-$9.73K	0.04%	300
2018 Q1	$619K	Hold	4,260	–	–	0.04%	313
2017 Q4	$608K	Hold	4,260	–	–	0.04%	323
2017 Q3	$582K	Buy	4,260 +1,387	+48%	+$193K	0.04%	322
2017 Q2	$380K	Sell	2,873 -287	-9%	-$36.8K	0.03%	457
2017 Q1	$384K	Sell	3,160 -200	-6%	-$22K	0.03%	461
2016 Q4	$355K	Sell	3,360 -300	-8%	-$32.6K	0.03%	533
2016 Q3	$415K	Sell	3,660 -200	-5%	-$22.9K	0.03%	441
2016 Q2	$439K	Sell	3,860 -4,500	-54%	-$479K	0.04%	416
2016 Q1	$856K	Buy	8,360 +4,000	+92%	+$374K	0.08%	224
2015 Q4	$423K	Buy	4,360 +200	+5%	+$19.5K	0.04%	410
2015 Q3	$366K	Buy	4,160 +900	+28%	+$84.7K	0.04%	445
2015 Q2	$304K	Buy	3,260 +400	+14%	+$37.8K	0.03%	575
2015 Q1	$269K	Hold	2,860	–	–	0.03%	642
2014 Q4	$283K	Hold	2,860	–	–	0.03%	603
2014 Q3	$268K	Hold	2,860	–	–	0.04%	590
2014 Q2	$257K	Hold	2,860	–	–	0.04%	635
2014 Q1	$234K	Hold	2,860	–	–	0.03%	649
2013 Q4	$228K	Hold	2,860	–	–	0.03%	642
2013 Q3	$212K	Hold	2,860	–	–	0.04%	624
2013 Q2	$209K	Buy	+2,860	New	+$228K	0.04%	588

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

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

Shelton Capital Management increased its American Tower (AMT) stake by 16% in Q1 2026, buying an estimated $171K and bringing the position to 7,079 shares worth $1.22M. The position accounts for 0.03% of the portfolio, ranked #257.

Shelton Capital Management first reported a position in AMT in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.28M in Q1 2022. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Shelton Capital Management held 7,079 shares of American Tower worth $1.22M as of Q1 2026.
Shelton Capital Management bought 951 American Tower shares in Q1 2026, an estimated $171K.
American Tower made up 0.03% of Shelton Capital Management's portfolio in Q1 2026, its #257 holding.
Shelton Capital Management first reported a position in American Tower in Q2 2013 and has held it in 52 quarters since.
Shelton Capital Management's American Tower position peaked at $5.28M in Q1 2022.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

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