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Stokes Capital Advisors’s American Tower AMT Stock Holding History

Stokes Capital Advisors’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
2025
Q2 		– Sell
-19,900
Closed -$4.33M – 70
2025
Q1 		$4.33M Buy
19,900
+14
+0.1% +$2.75K 1.1% 45
2024
Q4 		$3.65M Buy
19,886
+832
+4% +$172K 0.94% 47
2024
Q3 		$4.43M Buy
19,054
+173
+0.9% +$38.4K 1.14% 43
2024
Q2 		$3.67M Sell
18,881
-1,382
-7% -$258K 1.02% 45
2024
Q1 		$4M Buy
20,263
+1,656
+9% +$330K 1.16% 43
2023
Q4 		$4.02M Buy
18,607
+2,757
+17% +$521K 1.27% 40
2023
Q3 		$2.61M Sell
15,850
-1,828
-10% -$334K 0.91% 47
2023
Q2 		$3.43M Buy
17,678
+5,488
+45% +$1.07M 1.15% 43
2023
Q1 		$2.49M Buy
+12,190
New +$2.56M 0.85% 49
2022
Q1 		– Sell
-736
Closed -$215K – 91
2021
Q4 		$215K Sell
736
-269
-27% -$73.5K 0.06% 84
2021
Q3 		$267K Hold
1,005
– – 0.09% 79
2021
Q2 		$271K Hold
1,005
– – 0.09% 78
2021
Q1 		$240K Sell
1,005
-7,154
-88% -$1.59M 0.1% 66
2020
Q4 		$1.83M Buy
8,159
+890
+12% +$207K 0.8% 46
2020
Q3 		$1.76M Buy
7,269
+1,654
+29% +$419K 0.84% 45
2020
Q2 		$1.45M Sell
5,615
-110
-2% -$27.2K 0.77% 48
2020
Q1 		$1.25M Buy
5,725
+25
+0.4% +$5.82K 0.75% 51
2019
Q4 		$1.31M Sell
5,700
-295
-5% -$64.3K 0.66% 57
2019
Q3 		$1.33M Buy
5,995
+2,985
+99% +$651K 0.72% 57
2019
Q2 		$615K Sell
3,010
-45
-1% -$9.05K 0.35% 63
2019
Q1 		$602K Buy
3,055
+720
+31% +$126K 0.36% 65
2018
Q4 		$369K Buy
+2,335
New +$365K 0.26% 72

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Stokes Capital Advisors's AMT Position: Q2 2025 in Review

Stokes Capital Advisors sold out of American Tower (AMT) in Q2 2025, closing a stake of 19,900 shares — an estimated $4.33M sold.

Stokes Capital Advisors first reported a position in AMT in Q4 2018 and held it in 22 quarters. The position peaked at $4.43M in Q3 2024. 1,846 funds tracked by Wall St. Rank hold AMT as of Q2 2025.

  • Stokes Capital Advisors reported no remaining American Tower position as of Q2 2025 after selling out during the quarter.
  • Stokes Capital Advisors sold 19,900 American Tower shares in Q2 2025, an estimated $4.33M.
  • Stokes Capital Advisors first reported a position in American Tower in Q4 2018 and held it in 22 quarters.
  • Stokes Capital Advisors's American Tower position peaked at $4.43M in Q3 2024.
  • 1,846 funds tracked by Wall St. Rank held American Tower as of Q2 2025.

Based on Stokes Capital Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.