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 Q2	$296K	Buy	1,807 +472	+35%	+$85K	0.03%	307
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 $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

Trivium Point Advisory's AMT Position: Q2 2026 in Review

Trivium Point Advisory increased its American Tower (AMT) stake by 35% in Q2 2026, buying an estimated $85K and bringing the position to 1,807 shares worth $296K. The position accounts for 0.03% of the portfolio, ranked #307.

Trivium Point Advisory first reported a position in AMT in Q2 2023 and has held it in 11 quarters since. The position peaked at $2.74M in Q2 2024. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

Trivium Point Advisory held 1,807 shares of American Tower worth $296K as of Q2 2026.
Trivium Point Advisory bought 472 American Tower shares in Q2 2026, an estimated $85K.
American Tower made up 0.03% of Trivium Point Advisory's portfolio in Q2 2026, its #307 holding.
Trivium Point Advisory first reported a position in American Tower in Q2 2023 and has held it in 11 quarters since.
Trivium Point Advisory's American Tower position peaked at $2.74M in Q2 2024.
1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.