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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
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

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

Stiles Financial Services's AMT Position: Q2 2026 in Review

Stiles Financial Services increased its American Tower (AMT) stake by 3.9% in Q2 2026, buying an estimated $87.3K and bringing the position to 13,062 shares worth $2.14M. 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 19 quarters since. The position peaked at $2.63M in Q2 2025. 1,752 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Stiles Financial Services held 13,062 shares of American Tower worth $2.14M as of Q2 2026.
  • Stiles Financial Services bought 485 American Tower shares in Q2 2026, an estimated $87.3K.
  • American Tower made up 0.54% of Stiles Financial Services's portfolio in Q2 2026, its #56 holding.
  • Stiles Financial Services first reported a position in American Tower in Q4 2021 and has held it in 19 quarters since.
  • Stiles Financial Services's American Tower position peaked at $2.63M in Q2 2025.
  • 1,752 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Stiles Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.