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Swan Capital’s American Tower AMT Stock Holding History

Swan Capital’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 		$5.89K Hold
36
– – ﹤0.01% 245
2026
Q1 		$6.21K Hold
36
– – ﹤0.01% 244
2025
Q4 		$6.32K Hold
36
– – ﹤0.01% 210
2025
Q3 		$6.92K Sell
36
-12
-25% -$2.5K ﹤0.01% 190
2025
Q2 		$10.6K Sell
48
-252
-84% -$54.4K ﹤0.01% 152
2025
Q1 		$65.3K Hold
300
– – 0.03% 56
2024
Q4 		$55K Buy
300
+14
+5% +$2.9K 0.03% 63
2024
Q3 		$66.5K Hold
286
– – 0.03% 59
2024
Q2 		$55.6K Buy
+286
New +$53.5K 0.03% 62

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

Swan Capital's AMT Position: Q2 2026 in Review

Swan Capital held its American Tower (AMT) position steady in Q2 2026 at 36 shares worth $5.89K. The position accounts for ﹤0.01% of the portfolio, ranked #245.

Swan Capital first reported a position in AMT in Q2 2024 and has held it in 9 quarters since. The position peaked at $66.5K in Q3 2024. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Swan Capital held 36 shares of American Tower worth $5.89K as of Q2 2026.
  • Swan Capital left its American Tower share count unchanged in Q2 2026.
  • American Tower made up ﹤0.01% of Swan Capital's portfolio in Q2 2026, its #245 holding.
  • Swan Capital first reported a position in American Tower in Q2 2024 and has held it in 9 quarters since.
  • Swan Capital's American Tower position peaked at $66.5K in Q3 2024.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Swan Capital's 13F filing for Q2 2026, filed 13 Aug 2026.