Trivium Point Advisory’s American Tower AMT Stock Holding History

Trivium Point Advisory’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 Q1	$230K	Buy	+1,335	New	+$240K	0.04%	260
2025 Q3	–	Sell	-920	Closed	-$203K	–	349
2025 Q2	$203K	Sell	920 -11,315	-92%	-$2.44M	0.02%	336
2025 Q1	$2.66M	Sell	12,235 -674	-5%	-$132K	0.33%	88
2024 Q4	$2.37M	Sell	12,909 -368	-3%	-$76.3K	0.3%	95
2024 Q3	$2.59M	Sell	13,277 -813	-6%	-$180K	0.36%	88
2024 Q2	$2.74M	Buy	14,090 +1,505	+12%	+$281K	0.41%	77
2024 Q1	$2.49M	Buy	12,585 +2,600	+26%	+$518K	0.54%	58
2023 Q4	$2.16M	Buy	9,985 +3,175	+47%	+$600K	0.52%	59
2023 Q3	$1.08M	Buy	6,810 +2,408	+55%	+$440K	0.3%	105
2023 Q2	$854K	Buy	+4,402	New	+$861K	0.23%	121

Other funds holding AMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Trivium Point Advisory's AMT Position: Q1 2026 in Review

Trivium Point Advisory opened a new position in American Tower (AMT) in Q1 2026: 1,335 shares worth $230K. The stake represents 0.04% of the portfolio and ranks #260 among its holdings. This is a return to the name: Trivium Point Advisory previously reported a position in AMT as recently as Q2 2025.

Trivium Point Advisory first reported a position in AMT in Q2 2023 and has held it in 10 quarters since. The position peaked at $2.74M in Q2 2024. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Trivium Point Advisory held 1,335 shares of American Tower worth $230K as of Q1 2026.
American Tower was a new Trivium Point Advisory position in Q1 2026.
American Tower made up 0.04% of Trivium Point Advisory's portfolio in Q1 2026, its #260 holding.
Trivium Point Advisory first reported a position in American Tower in Q2 2023 and has held it in 10 quarters since.
Trivium Point Advisory's American Tower position peaked at $2.74M in Q2 2024.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Trivium Point Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.