TFC Financial Management’s American Tower AMT Stock Holding History

TFC Financial Management’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	$3.76K	Buy	23 +9	+64%	+$1.62K	﹤0.01%	507
2026 Q1	$2.42K	Hold	14	–	–	﹤0.01%	521
2025 Q4	$2.46K	Sell	14 -9	-39%	-$1.64K	﹤0.01%	515
2025 Q3	$4.42K	Hold	23	–	–	﹤0.01%	469
2025 Q2	$5.08K	Hold	23	–	–	﹤0.01%	422
2025 Q1	$5K	Sell	23 -151	-87%	-$29.6K	﹤0.01%	405
2024 Q4	$31.9K	Buy	174 +1	+0.6%	+$207	0.01%	278
2024 Q3	$40.2K	Buy	173 +150	+652%	+$33.3K	0.01%	273
2024 Q2	$4.47K	Sell	23 -1	-4%	-$187	﹤0.01%	402
2024 Q1	$4.74K	Buy	24 +2	+9%	+$398	﹤0.01%	389
2023 Q4	$4.75K	Sell	22 -1	-4%	-$189	﹤0.01%	384
2023 Q3	$3.78K	Buy	23 +8	+53%	+$1.46K	﹤0.01%	408
2023 Q2	$2.91K	Sell	15 -55	-79%	-$10.8K	﹤0.01%	412
2023 Q1	$14.3K	Buy	70 +57	+438%	+$12K	﹤0.01%	343
2022 Q4	$2.75K	Hold	13	–	–	﹤0.01%	373
2022 Q3	$3K	Hold	13	–	–	﹤0.01%	366
2022 Q2	$3K	Hold	13	–	–	﹤0.01%	359
2022 Q1	$3K	Hold	13	–	–	﹤0.01%	370
2021 Q4	$4K	Hold	13	–	–	﹤0.01%	402
2021 Q3	$3K	Hold	13	–	–	﹤0.01%	409
2021 Q2	$4K	Hold	13	–	–	﹤0.01%	384
2021 Q1	$3K	Sell	13 -242	-95%	-$53.9K	﹤0.01%	388
2020 Q4	$57K	Hold	255	–	–	0.02%	186
2020 Q3	$62K	Buy	+255	New	+$64.7K	0.03%	160

Other funds holding AMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

TFC Financial Management's AMT Position: Q2 2026 in Review

TFC Financial Management increased its American Tower (AMT) stake by 64% in Q2 2026, buying an estimated $1.62K and bringing the position to 23 shares worth $3.76K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

TFC Financial Management first reported a position in AMT in Q3 2020 and has held it in 24 quarters since. The position peaked at $62K in Q3 2020. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

TFC Financial Management held 23 shares of American Tower worth $3.76K as of Q2 2026.
TFC Financial Management bought 9 American Tower shares in Q2 2026, an estimated $1.62K.
American Tower made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #507 holding.
TFC Financial Management first reported a position in American Tower in Q3 2020 and has held it in 24 quarters since.
TFC Financial Management's American Tower position peaked at $62K in Q3 2020.
1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.