Tower View Wealth Management’s American Tower AMT Stock Holding History

Tower View 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
2025 Q3	–	Sell	-1,307	Closed	-$289K	–	176
2025 Q2	$289K	Buy	+1,307	New	+$282K	0.15%	52
2024 Q4	–	Sell	-16	Closed	-$3.75K	–	199
2024 Q3	$3.75K	Hold	16	–	–	﹤0.01%	175
2024 Q2	$3.11K	Hold	16	–	–	﹤0.01%	170
2024 Q1	$3.13K	Sell	16 -5	-24%	-$996	﹤0.01%	176
2023 Q4	$4K	Buy	21 +1	+5%	+$189	﹤0.01%	154
2023 Q3	$3K	Hold	20	–	–	﹤0.01%	157
2023 Q2	$4K	Hold	20	–	–	﹤0.01%	150
2023 Q1	$4K	Hold	20	–	–	﹤0.01%	135
2022 Q4	$4K	Hold	20	–	–	﹤0.01%	142
2022 Q3	$4K	Sell	20 -20	-50%	-$5.14K	﹤0.01%	140
2022 Q2	$10K	Buy	40 +1	+3%	+$251	0.01%	116
2022 Q1	$10K	Hold	39	–	–	0.01%	147
2021 Q4	$11K	Hold	39	–	–	0.01%	146
2021 Q3	$10K	Hold	39	–	–	0.01%	174
2021 Q2	$10K	Hold	39	–	–	0.01%	129
2021 Q1	$9K	Buy	39 +1	+3%	+$223	﹤0.01%	136
2020 Q4	$9K	Hold	38	–	–	0.01%	133
2020 Q3	$9K	Hold	38	–	–	0.01%	110
2020 Q2	$10K	Buy	+38	New	+$9.4K	0.01%	100

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Tower View Wealth Management's AMT Position: Q3 2025 in Review

Tower View Wealth Management sold out of American Tower (AMT) in Q3 2025, closing a stake of 1,307 shares — an estimated $289K sold.

Tower View Wealth Management first reported a position in AMT in Q2 2020 and held it in 19 quarters. The position peaked at $289K in Q2 2025. 1,798 funds tracked by Wall St. Rank hold AMT as of Q3 2025.

Tower View Wealth Management reported no remaining American Tower position as of Q3 2025 after selling out during the quarter.
Tower View Wealth Management sold 1,307 American Tower shares in Q3 2025, an estimated $289K.
Tower View Wealth Management first reported a position in American Tower in Q2 2020 and held it in 19 quarters.
Tower View Wealth Management's American Tower position peaked at $289K in Q2 2025.
1,798 funds tracked by Wall St. Rank held American Tower as of Q3 2025.

Based on Tower View Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.