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 Q2	$443K	Buy	2,703 +491	+22%	+$88.4K	0.02%	279
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 $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

Turtle Creek Wealth Advisors's AMT Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its American Tower (AMT) stake by 22% in Q2 2026, buying an estimated $88.4K and bringing the position to 2,703 shares worth $443K. The position accounts for 0.02% of the portfolio, ranked #279.

Turtle Creek Wealth Advisors first reported a position in AMT in Q4 2023 and has held it in 7 quarters since. The position peaked at $3.39M in Q3 2025. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

Turtle Creek Wealth Advisors held 2,703 shares of American Tower worth $443K as of Q2 2026.
Turtle Creek Wealth Advisors bought 491 American Tower shares in Q2 2026, an estimated $88.4K.
American Tower made up 0.02% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #279 holding.
Turtle Creek Wealth Advisors first reported a position in American Tower in Q4 2023 and has held it in 7 quarters since.
Turtle Creek Wealth Advisors's American Tower position peaked at $3.39M in Q3 2025.
1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.