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Sound View Wealth Advisors Group’s American Tower AMT Stock Holding History

Sound View Wealth Advisors Group’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 		$252K Sell
1,541
-77
-5% -$13.9K 0.02% 390
2026
Q1 		$279K Sell
1,618
-1
-0.1% -$180 0.02% 353
2025
Q4 		$284K Sell
1,619
-51
-3% -$9.28K 0.02% 357
2025
Q3 		$321K Sell
1,670
-64
-4% -$13.3K 0.02% 346
2025
Q2 		$383K Buy
1,734
+9
+0.5% +$1.94K 0.03% 312
2025
Q1 		$375K Buy
1,725
+7
+0.4% +$1.37K 0.03% 300
2024
Q4 		$315K Buy
1,718
+130
+8% +$26.9K 0.03% 331
2024
Q3 		$369K Buy
1,588
+210
+15% +$46.6K 0.03% 303
2024
Q2 		$268K Sell
1,378
-56
-4% -$10.5K 0.03% 320
2024
Q1 		$283K Sell
1,434
-264
-16% -$52.6K 0.03% 312
2023
Q4 		$366K Sell
1,698
-41
-2% -$7.75K 0.04% 277
2023
Q3 		$286K Sell
1,739
-1,750
-50% -$320K 0.04% 296
2023
Q2 		$677K Buy
3,489
+165
+5% +$32.3K 0.09% 186
2023
Q1 		$679K Buy
3,324
+1,626
+96% +$341K 0.09% 182
2022
Q4 		$366K Buy
1,698
+27
+2% +$5.62K 0.04% 277
2022
Q3 		$359K Sell
1,671
-100
-6% -$25.7K 0.08% 193
2022
Q2 		$453K Sell
1,771
-116
-6% -$29.1K 0.09% 177
2022
Q1 		$474K Sell
1,887
-204
-10% -$49.8K 0.09% 180
2021
Q4 		$612K Buy
2,091
+95
+5% +$26K 0.12% 158
2021
Q3 		$530K Sell
1,996
-32
-2% -$9.12K 0.11% 160
2021
Q2 		$548K Buy
2,028
+46
+2% +$11.7K 0.12% 158
2021
Q1 		$474K Sell
1,982
-139
-7% -$31K 0.11% 164
2020
Q4 		$476K Buy
2,121
+322
+18% +$74.9K 0.12% 157
2020
Q3 		$435K Buy
1,799
+351
+24% +$89K 0.11% 156
2020
Q2 		$374K Buy
1,448
+25
+2% +$6.18K 0.11% 164
2020
Q1 		$310K Buy
1,423
+84
+6% +$19.5K 0.11% 158
2019
Q4 		$308K Buy
1,339
+136
+11% +$29.6K 0.09% 185
2019
Q3 		$266K Buy
+1,203
New +$263K 0.08% 206

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

Sound View Wealth Advisors Group's AMT Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its American Tower (AMT) stake by 4.8% in Q2 2026, selling an estimated $13.9K and leaving 1,541 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #390.

Sound View Wealth Advisors Group first reported a position in AMT in Q3 2019 and has held it in 28 quarters since. The position peaked at $679K in Q1 2023. 1,754 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Sound View Wealth Advisors Group held 1,541 shares of American Tower worth $252K as of Q2 2026.
  • Sound View Wealth Advisors Group sold 77 American Tower shares in Q2 2026, an estimated $13.9K.
  • American Tower made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #390 holding.
  • Sound View Wealth Advisors Group first reported a position in American Tower in Q3 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's American Tower position peaked at $679K in Q1 2023.
  • 1,754 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.