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Topsail Wealth Management’s American Tower AMT Stock Holding History

Topsail Wealth 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 		$206K Sell
1,244
-149
-11% -$26.8K 0.03% 166
2026
Q1 		$240K Buy
1,393
+106
+8% +$19.1K 0.04% 149
2025
Q4 		$226K Sell
1,287
-45
-3% -$8.19K 0.03% 145
2025
Q3 		$258K Sell
1,332
-264
-17% -$55K 0.04% 123
2025
Q2 		$353K Sell
1,596
-7
-0.4% -$1.51K 0.06% 96
2025
Q1 		$349K Buy
+1,603
New +$314K 0.07% 93

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

Topsail Wealth Management's AMT Position: Q2 2026 in Review

Topsail Wealth Management reduced its American Tower (AMT) stake by 11% in Q2 2026, selling an estimated $26.8K and leaving 1,244 shares worth $206K. The position accounts for 0.03% of the portfolio, ranked #166.

Topsail Wealth Management first reported a position in AMT in Q1 2025 and has held it in 6 quarters since. The position peaked at $353K in Q2 2025. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Topsail Wealth Management held 1,244 shares of American Tower worth $206K as of Q2 2026.
  • Topsail Wealth Management sold 149 American Tower shares in Q2 2026, an estimated $26.8K.
  • American Tower made up 0.03% of Topsail Wealth Management's portfolio in Q2 2026, its #166 holding.
  • Topsail Wealth Management first reported a position in American Tower in Q1 2025 and has held it in 6 quarters since.
  • Topsail Wealth Management's American Tower position peaked at $353K in Q2 2025.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Topsail Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.