Turtle Creek Wealth Advisors’s American Tower AMT Stock Holding History

Turtle Creek Wealth 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 Q1	$382K	Sell	2,212 -5,212	-70%	-$938K	0.03%	273
2025 Q4	$1.3M	Sell	7,424 -10,210	-58%	-$1.86M	0.1%	127
2025 Q3	$3.39M	Buy	17,634 +2,626	+17%	+$547K	0.3%	76
2025 Q2	$3.32M	Buy	15,008 +385	+3%	+$83.1K	0.39%	66
2025 Q1	$3.18M	Buy	+14,623	New	+$2.87M	0.47%	64
2024 Q1	–	Sell	-577	Closed	-$125K	–	228
2023 Q4	$125K	Buy	+577	New	+$109K	0.04%	172

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

Turtle Creek Wealth Advisors's AMT Position: Q1 2026 in Review

Turtle Creek Wealth Advisors reduced its American Tower (AMT) stake by 70% in Q1 2026, selling an estimated $938K and leaving 2,212 shares worth $382K. The position accounts for 0.03% of the portfolio, ranked #273.

Turtle Creek Wealth Advisors first reported a position in AMT in Q4 2023 and has held it in 6 quarters since. The position peaked at $3.39M in Q3 2025. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Turtle Creek Wealth Advisors held 2,212 shares of American Tower worth $382K as of Q1 2026.
Turtle Creek Wealth Advisors sold 5,212 American Tower shares in Q1 2026, an estimated $938K.
American Tower made up 0.03% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #273 holding.
Turtle Creek Wealth Advisors first reported a position in American Tower in Q4 2023 and has held it in 6 quarters since.
Turtle Creek Wealth Advisors's American Tower position peaked at $3.39M in Q3 2025.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.