Stiles Financial Services
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Stiles Financial Services’s American Tower AMT Stock Holding History

Stiles Financial Services’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
Q3 		$2.12M Sell
12,968
-94
-0.7% -$16.1K 0.54% 56
2026
Q2 		$2.14M Buy
13,062
+485
+4% +$87.3K 0.54% 56
2026
Q1 		$2.17M Buy
12,577
+76
+0.6% +$13.7K 0.66% 52
2025
Q4 		$2.19M Buy
12,501
+156
+1% +$28.4K 0.68% 50
2025
Q3 		$2.37M Buy
12,345
+431
+4% +$89.8K 0.75% 45
2025
Q2 		$2.63M Buy
11,914
+205
+2% +$44.3K 0.91% 34
2025
Q1 		$2.55M Buy
11,709
+502
+4% +$98.5K 0.98% 30
2024
Q4 		$2.06M Buy
11,207
+38
+0.3% +$7.87K 0.74% 46
2024
Q3 		$2.6M Buy
11,169
+493
+5% +$109K 0.92% 35
2024
Q2 		$2.08M Buy
10,676
+759
+8% +$142K 0.8% 42
2024
Q1 		$1.96M Buy
9,917
+719
+8% +$143K 0.79% 42
2023
Q4 		$1.99M Buy
9,198
+369
+4% +$69.7K 0.9% 38
2023
Q3 		$1.45M Sell
8,829
-91
-1% -$16.6K 0.75% 45
2023
Q2 		$1.73M Sell
8,920
-83
-0.9% -$16.2K 0.86% 32
2023
Q1 		$1.84M Buy
9,003
+532
+6% +$112K 0.99% 30
2022
Q4 		$1.79M Buy
8,471
+308
+4% +$64.1K 1.03% 28
2022
Q3 		$1.75M Buy
8,163
+423
+5% +$109K 1.06% 28
2022
Q2 		$1.98M Buy
7,740
+61
+0.8% +$15.3K 1.19% 24
2022
Q1 		$1.93M Buy
7,679
+549
+8% +$134K 0.97% 28
2021
Q4 		$2.09M Buy
+7,130
New +$1.95M 1.01% 30

Other funds holding AMT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Union Bancaire Privee
Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Stiles Financial Services's AMT Position: Q3 2026 in Review

Stiles Financial Services reduced its American Tower (AMT) stake by 0.72% in Q3 2026, selling an estimated $16.1K and leaving 12,968 shares worth $2.12M. The position accounts for 0.54% of the portfolio, ranked #56.

Stiles Financial Services first reported a position in AMT in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.63M in Q2 2025. 948 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

  • Stiles Financial Services held 12,968 shares of American Tower worth $2.12M as of Q3 2026.
  • Stiles Financial Services sold 94 American Tower shares in Q3 2026, an estimated $16.1K.
  • American Tower made up 0.54% of Stiles Financial Services's portfolio in Q3 2026, its #56 holding.
  • Stiles Financial Services first reported a position in American Tower in Q4 2021 and has held it in 20 quarters since.
  • Stiles Financial Services's American Tower position peaked at $2.63M in Q2 2025.
  • 948 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.