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Trifecta Capital Advisors’s American Tower AMT Stock Holding History

Trifecta 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
2026
Q2 		$164 Buy
+1
New +$180 ﹤0.01% 473
2025
Q4 		– Sell
-16
Closed -$3.08K – 269
2025
Q3 		$3.08K Hold
16
– – ﹤0.01% 301
2025
Q2 		$3.54K Hold
16
– – ﹤0.01% 290
2025
Q1 		$3.48K Hold
16
– – ﹤0.01% 255
2024
Q4 		$2.94K Hold
16
– – ﹤0.01% 266
2024
Q3 		$3.72K Hold
16
– – ﹤0.01% 256
2024
Q2 		$3.11K Hold
16
– – ﹤0.01% 271
2024
Q1 		$3.16K Hold
16
– – ﹤0.01% 263
2023
Q4 		$3.46K Hold
16
– – ﹤0.01% 276
2023
Q3 		$2.63K Hold
16
– – ﹤0.01% 279
2023
Q2 		$3.1K Hold
16
– – ﹤0.01% 255
2023
Q1 		$3.27K Hold
16
– – ﹤0.01% 255
2022
Q4 		$3.39K Buy
+16
New +$3.33K ﹤0.01% 249

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

Trifecta Capital Advisors's AMT Position: Q2 2026 in Review

Trifecta Capital Advisors opened a new position in American Tower (AMT) in Q2 2026: 1 share worth $164. The stake represents ﹤0.01% of the portfolio and ranks #473 among its holdings. This is a return to the name: Trifecta Capital Advisors previously reported a position in AMT as recently as Q3 2025.

Trifecta Capital Advisors first reported a position in AMT in Q4 2022 and has held it in 13 quarters since. The position peaked at $3.72K in Q3 2024. 1,754 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Trifecta Capital Advisors held 1 share of American Tower worth $164 as of Q2 2026.
  • American Tower was a new Trifecta Capital Advisors position in Q2 2026.
  • American Tower made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #473 holding.
  • Trifecta Capital Advisors first reported a position in American Tower in Q4 2022 and has held it in 13 quarters since.
  • Trifecta Capital Advisors's American Tower position peaked at $3.72K in Q3 2024.
  • 1,754 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.